If you add new users to your account and want to include them in a Time Off policy, you can do this by editing the policy assignments.
Assign New Employees to an Existing Time Off Policy
Go to Time Off and locate the relevant policy.
Click the three dots (⋯) to the right of the policy.
Select Edit policy assignments.
Check the box next to the new employee(s) you added to your account.
Click Save.
That’s it — the new employee is now assigned to the policy.
💡Tip: If you want to make sure all new users will be automatically added to the Time Off feature and to a specific time off policy, when we are editing the policy's assignments toggle on the setting in the top: "Set as default policy":
Once the setting is enabled, you will see under the policy "Default policy" in green:
💡 Tip: If you want all new users to be automatically added to Time Off and assigned to a specific policy, enable Set as default policy at the top when editing the policy’s assignments.
Once enabled, you’ll see Default policy displayed under the policy in green.
For more information about the Time Off feature, visit this article.
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