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Assign a time off policy to a team member

Assign multiple time off policies by opening a team member’s profile, going to the Time Off tab, and selecting Add policy.

You can assign multiple time off policies to a team member. Here's how:

📌 Access needed: You need the Manage time off balances permission to see the Time off tab, and the Manage time off assignments permission to see Add policy. If you don't have access, reach out to your Super Admin.

  1. Go to the employee's profile

    1. Go to Payroll and select Team Members.
      (If you're using the unified Team tab) In Team View, go to Team Management › Team.

    2. Find the team member whose time off balance you want to adjust, then open their profile.

    3. Go to the Time off tab.

  2. Add a new policy

    1. Select ⊕ Add policy.

    2. Select the box next the policy you want to assign to this team member.

    3. Select Add policies.
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      Assigning Multiple Time Off Policies

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