How do I move an employee from one Time Off Policy to another?

This article will guide you on the steps needed to take in order to move an employee from one vacation, sick or other PTO policy to another. Please note, the new policy will need to be set up on the Company level first. For more information on how to setup a policy, view the Setup or edit a Time Off Policy article.

Move an employee to a new Time Off Policy:

1. In the navigation, click Employees.
2. Click the name of the employee you want to update.
3. In the left navigation list, click Time Off.
4. Click the pencil icon to edit the policy.
5. In the upper left corner, click Assign Different Policy.
6. Find the policy you want to assign and click “Select.”
7. Update any hours for rollover/opening balance, earned or used, before assigning the policy.
8. Click “Assign.”
9. Repeat these steps for all employees that need to be moved to a different time off benefits policy.

NOTE: Do not click the Red “X” for the old policy to remove it from all your employees.  This action may result in issues with balances on the new policy.