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
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.
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
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.