BambooHR (preview)Time OffManaging Time OffRemove a Time Off Policy From an Employee's Profile

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 to stop accruing time off from that point and forward.


Remove a policy

On an employee's Time Off tab, hover over the applicable time off category and click Change Policy. Then, select Remove From This Policy.

Verify the Removal

Once you remove the employee from the policy, the time off category will disappear entirely from the employee's time off tab.

Example

In the example above, you can see that Charlotte is no longer assigned to the Vacation Full-Time policy since the Vacation category is no longer on her profile. 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 doing this, no automatic accruals will occur going forward.