Absence Policies: Assign to Employee

The default Absence Policy is automatically assigned to an employee when they are set up in the platform. However, the absence policy can be updated against the individual's profile.

Therefore, this guide is more about changing the employee's absence policy if the default absence policy is not reflective of the employee's allowance.

Step One

Navigate to the PEOPLE area of the platform in MANAGE mode.

🚀 If you are using our new menu feature, hover over the People section of the side-bar, then navigate to:

Manage ➡️ People

Select the People title and proceed with step three.

Step Two

Select the employee's name from the list to open up their profile details.

Step Three

Select the Time Off tab on the left hand side of the employee's profile.

Step Four

Select the SETTINGS tab at the top of the page, this will display the employee's current Absence Policy, Working Pattern, Company Holidays Group etc.

Step Five

In the Absence Policies drop-down field, select the correct absence policy.

  When updating the employee's Absence Policy, the Working Pattern, Company Holidays Group etc. will also update. Ensure that these are correct before proceeding to step five.

Step Six

Click the SAVE button to save any changes made to the employee's absence settings.