For customers of our PTO module.
To control which PTO policies each person has access to:
Note: Only Company Admins and HR Admins can manage and configure PTO policies. To learn more, please refer to: Understanding User Roles & Permissions.
Click your company name at the top of the main navigation, then click Company Settings.
Click the Paid Time Off tab.
Click the dropdown arrow next to a policy, and then click Assign Policy.
Check or uncheck the boxes next to each name to control whether the current PTO policy will be available to that person.
Click Save.
Note: Once you’ve assigned the policy to eligible individuals, you can choose to automatically assign policies to people as new profiles are created. To do this, click the Edit Settings button on the Paid Time Off tab, select Yes for this option, and click Save. Settings adjusted in this window apply to all policies. If a profile is created before a policy's reset date and policies are automatically assigned, the assigned balance will appear in the person's profile.
Please contact our customer success team for additional assistance.
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