Before you start  

1. You'll need the Administrator access level to assign time off policies for employees.
   
2. Employees can use a specific time off type only after a policy has been assigned to them.
   
3. Each time off type can have only one policy assigned per employee.
   

Assign time off to multiple employees

1. Navigate to the Settings menu.
   
2. Select Time Off Policies, under the Time Off section,
   
3. Click the More actions (•••) of the policy you want to assign employees to.
   
4. Select Manage Employees.
   
5. Click +Assign Employees.
   
6. In the Assign Employees pop-up window, select the employees you want to assign.
   
7. Click Assign Employees.
   

Assigning time off to an employee

1. Navigate to Time Off > Balances.
   
2. Select the employee’s name.
   
3. Click +Assign Policy.
   
4. Select the policy in the Assign Policy window.
   
5. Click +Assign Policy.
   

After assigning time off policies to employees, you can mark a policy as the default. When a default policy is set, all new and reactivated employees are automatically assigned to that policy in the organization. You can also manage employees time off policies from the time off Balances tab.

There are certain cases where assigning employees to a time off policy is restricted:

1. When another policy with the same time off type is already assigned to the employee.
   
2. When the policy start date is set to use the employee’s hire date, but the hire date is missing from their profile.