Remove a Time Off Policy From an Employee's Profile

How do I remove a time off policy?

Purpose: To help you understand how to remove a time off policy for an employee, ensuring they stop accruing time off from that point forward.

Table of Contents

Remove a policy

Screenshot of an employee’s Time Off tab showing balances for multiple time off categories. On one of the category cards, the gear icon menu is open with the option Remove From This Policy highlighted. This illustrates how an admin can remove an employee from a time off policy by using this option, and the employee stops accruing time off under that policy going forward.

On an employee's Time Off tab, hover your cursor over the applicable time off category and click on the gear icon. Then, select Remove From This Policy from the dropdown menu.

Screenshot of a confirmation dialog asking the admin to confirm policy removal. The dialog states the employee will no longer be able to request time off under that policy and offers two options: schedule removal for a specific date or select Yes, Remove Immediately to remove right away. This shows how BambooHR requires confirmation and lets admins set timing for the removal.

Click Yes, Remove Immediately to have the removal date the same as when you removed the policy, or click On a certain date to add a past or future date. The time off balance will be recalculated based on the end date.

Once you remove the employee from the policy, the time off category will no longer show on the employee's Time Off tab.

Example

Alt: Animated GIF showing the workflow for removing an employee from a time off policy in BambooHR. The animation begins on the employee’s Time Off tab, where available balances for multiple time off categories are displayed. The cursor clicks the gear icon on one of the category cards and selects Remove From This Policy. A confirmation dialog opens with the options to either remove immediately or set a date. The admin confirms removal, and the animation ends with the updated Time Off tab, where the removed policy no longer appears.

In the example above, we removed Charlotte from the FMLA Manual policy. If we still want Charlotte to have access to the available vacation balance (available to track hours) and all prior history remains intact, we will want to reassign her to a policy. Without a reassignment, no automatic accruals will occur going forward.