Customize Policy
What is the Customize Policy feature?
The customize policy feature lets you customize any leave policy for any employee at any given point in time. In essence, customize policy allows you to select a leave type that is applicable to an employee and tweak it however you might require.
This can help with:
- Handle unique requirements of employees that may arise due to health or family related issues.
- Exclude specific employees from the limitations enforced by existing leave policies.
Watch our help video on customizing leave policies for specific employees
Customizing the leave policy of an employee
To customize leave policy, you can either go to Operations > Leave > User-Specific Operations > Select an employee > Customize Policy or
Go to Operations > Leave > Customize Policy > Customize Policy > Select an employee and an applicable policy and customize it as required.
Go to Operations > Leave > Customize Policy > Customize Policy > Select an employee and an applicable policy and customize it as required.
You have three actionable buttons here:
Rerun Policy: Use this when a change has been made in the policy but is not reflected in the report. The report will run again and show the data accurately.
View History: You can view the history of a leave policy to track changes if any.
The Refresh button (
) can be used if any applicable leave policies for the employee are not being displayed at the moment.
Viewing list of employees with customized leave policies
To view the list of employees with customized leave policies, go to Operations > Leave > Customize Policy. Here all employees with customized leave policies will be listed.
Clicking on one of the employees, you can view their leave policies. Any customized leave policies will be indicated by "CUSTOMIZED" written adjacent to the corresponding leave policy.
You have three actionable buttons here:
Rerun Policy: Use this when a change has been made in the policy but is not reflected in the report. The report will run again and show the data accurately.
View History: You can view the history of a leave policy to track changes if there are any.
Reset to default: You can use this option if you have customized the policy for an employee, but later, you are required to revert the employee back to the default leave policy. This option proves valuable in situations where you have mistakenly customized a policy for an employee or applied policy customization to the wrong employee.