To track your employees’ time off balances you’ll need to assign time off policies to them.

Note: 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 Editing employee work patterns.

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You can assign a time off policy to one or more employees from:

  • The People's Time Off page - Policy balances tab. 
  • The Time off settings page - Policies tab
  • The Time off policy set-up wizard - after creating a new policy.

How to assign a time off policy from People's time off

  1. From the left menu, select Time off > People's time off.
  2. Click the Policy balances tab
  3. Mark the checkboxes next to the employees, or select the entire list.
  4. From the Actions dropdown, select Assign policy.
  5. From the Policy dropdown, select the relevant policy.
  6. In the Effective Date field, select when the policy will be applied - either a specific Date or a Preset option which bases the policy on an event (e.g. Start Date).
  7. Click Apply.
Notes:
  • You can 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 profile.
  • The system will run validations before the update is conducted, so that you know whether the assignment will apply to all employees, and whether with or without exceptions.

How to assign a time off policy from Time off settings

  1. From the left menu, select Settings > Time off.
  2. Click the Policies tab
  3. Click on the policy name.
  4. In the policy details screen, click the Actions dropdown and select Assign people.
  5. The Assign people to <policy name> popup opens.
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  6. Under Which people does this policy apply to, select one of the following radio buttons:
    • All employees: the policy will be assigned to all employees working in the Associated sites listed in the Details section of the policy.
    • Select by condition: this opens the conditions popup, where you can create conditions to limit which employees the policy will be assigned to.
      • Click + Edit to add a condition.
    • Select by name: Click + Please select to open a popup allowing you to select one or more employees by name.

      Some of the selected employees' profile pictures will appear below the radio buttons. Click on the pictures to view a list of all selected employees 
  7. In When will these people be assigned to this policy, select either:
    • Date: select a date from the calendar picker.
    • Preset: select one of the following options:
      • Start date - on the date of the employees first official day working for the company.
      • Start of this cycle - retroactively, on the date the current cycle began.
      • Start of next cycle - on the date the next cycle begins.
      • Today.
  8. Click Assign.

How to assign a time off policy from the Policy set-up wizard

  1. From the left menu, select Settings > Time off.
  2. Click the Policies tab
  3. Click + New policy.
  4. Complete the policy set-up wizard.
  5. Click Assign people.
  6. The Assign people to <policy name> popup opens.
  7. Complete the process as described in How to assign a time off policy from Time off settings above.

FAQs

How do I unassign a policy?

From the left menu, select Time > People's time off > Policy Balances and check the boxes next to one or more employees. Then, from the Actions dropdown, select Unassign policy, complete the fields in the popup and click Apply.