A note on how Time Off works:

  • Employees are assigned a time off policy. This tells bob how much leave they get, how they get it, when the year starts, etc.
  • Employees inherit a bank holiday calendar and working pattern from the site they are assigned to. If they have a different working pattern or observe a different set of bank holidays (or none at all) you can override it individually. See here.

Now, back to assigning policies.

Use the filter to narrow down to the group of employees you would like to apply a policy to. It could be a particular site, department or any other variable on their bob profile.

Select the entire list or individually with the check-boxes. Click Actions > Assign Policy.

Pick the policy you would like to assign. Except in the case where the employee is changing to a new policy, you will usually assign the policy effective from the start date. 

Policies can be removed in a similar way, click Actions > Cancel Policy.

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