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.
Table of Contents
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
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 disappear entirely from the employee's time off tab.
Example
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 doing this, no automatic accruals will occur going forward.