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. The below instructions will 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, please follow the steps below. If you don't need to create a new holiday policy, you can bypass these instructions and head straight to the next section of this article.
Click on the 'Time' category on the left-hand side of your system
Choose 'Settings'
Scroll down until you reach the holiday policy section - here, you will see the option to 'Add policy':
Once clicked, you will be taken to the following page that will ask for the details of the new policy:
When you're happy with the information you've added, click the 'Save' button to finish creating the new holiday policy.
Assigning the new policy
To assign a new holiday policy to a staff member's profile, follow the below steps:
Click on 'People' on the left-hand side of the system
Select the staff member in question, by clicking on their name
Click on the 'Time' tab located across the top menu bar in their profile
You will see their current holiday policy listed, and an option to 'Assign different policy':
Once clicked, you will be asked to choose (from a dropdown menu) the policy you would like to assign to the staff member. You will need to choose when you would like this policy to take effect - either the next leave year, the staff member's anniversary or a custom date:
Once you're happy with the information you've entered, simply click the 'Update' button to save your work.
Now, you will need to remove the old policy from their profile - simply click on the 'Show all' button in the bottom left corner of the policy section, and you will see both policies listed:
Click the trashcan icon on the right of the policy that needs to be removed and you'll be asked to confirm that you're happy for this to be actioned.
Please note: holiday policies cannot be assigned on the same date, meaning only one policy can be in effect at a time. This also means that the policies do not combine - if multiple policies have been assigned, the second will take effect after the first ends, and so on.