Note: The below can only be actioned by a Super Admin or Admin
There may come a time where you need to change an assigned holiday policy for a member of your team; perhaps you are rewarding long service with an additional day off, or your team member's contract has changed. We'll walk you through how to do just that, ensuring their old policy is removed from their profile.
If you need to create a new holiday policy first, check out our article on creating a policy here.
Assigning the new policy
To assign a new holiday policy to a staff member's profile, follow the below steps:
Head to the People tab from the sidebar on the left hand side of your Charlie screen, and select the team member who's policy you need to update, then head to their 'Time' tab in their profile.
Tap 'Assign different policy' and select the new policy from the drop down menu.
You'll then need to select when you'd like the new policy to be effective from - your options are to have the policy to start from the next leave year, the employee's work anniversary, or a custom date. Its important to note that the effective date cannot be the same as the existing policy.
Once you've selected the date, you'll see what the employee's new allowance will be, and then you can go ahead and tap 'Update' to proceed!
Don't forget to delete the old holiday policy once you're done. Policies do not combine - if multiple policies have been assigned, the second will take effect after the first ends, and so on.
Just tap 'Show all' under the current policy, and tap the trashcan icon next to the old policy. You'll be asked to confirm you understand that this will revert the leave allowance to the remaining policy, so just tap 'Delete' to move forward.
Please note: It is not currently possible to change policies for employees on an hourly working week, as they will always be assigned to the default working week.
It's also not currently possible to make another policy your default, so if your default policy needs to be updated, you'd need to edit the existing default policy.