To move an employee (user) from one Time Off policy to another, you’ll need to edit the policy assignments.
In Connecteam, a user can’t be assigned to two different policies under the same Time Off type. Under a single Time Off type, you create different policies for different entitlement terms.
For example, under a Holiday time off type, you might have:
A policy for full-time employees
A policy for part-time employees
…because each group is eligible for different amounts of time off.
What happens when you assign a new policy?
When you assign a user to the new policy under the same Time Off type, they will be automatically unassigned from the previous policy.
Example
One of my users, Oscar, is currently a part-time worker and is assigned to the Holiday (part-time) policy, which is a limited policy. He can earn up to 20 hours per year.
Oscar got promoted and will become a full-time worker from tomorrow, and I need to assign him to the Holiday (full-time) policy.
I don’t need to remove Oscar from the part-time policy. All I need to do is assign him to the new policy:
Find the Holiday (full-time) policy.
Click the three dots (⋯) next to the policy.
Click Edit policy assignment.
In the users list, check Oscar’s name.
Click Save.
A pop-up will appear letting you know the user is being moved from their current policy to the new policy. Click Confirm move.
That’s it—Oscar is now assigned to the full-time policy.
Once Oscar is assigned to the full-time policy, he will be automatically unassigned from the part-time policy. You’ve successfully moved your user from one policy to the other.
For more information about creating Time Off policies and assigning them to users visit this article.
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