With this article, you’ll be guided on how to update an employee’s time off policies directly from their profile.

Before you begin, please ensure:

• You have the correct access control to edit employee time off.

• The required time off policies have already been created (see :  Creating Time Off Types and Policies ) 

TABLE OF CONTENTS

• Steps To Update Time Off Policies from Employees Profile
  • Go to Employees Profile
  • Open the Time Off Tab
  • Edit the Time Off Policy 
  • Add a New Record 
  • Save Changes 

Steps To Update Time Off Policies from Employees Profile

1. Go to Employees Profile

2. Open the Time Off Tab

   • Select the Time Off type you want to update.

   • Example: Changing Annual Leave from Vacation Leave to Annual Leave – Interns, effective 1 January 2026.

3. Edit the Time Off Policy 

   • Click the pencil icon next to the policy.   

4. Add a New Record 

   • Click Add New Record.

   • Enter the Effective Date.

   • Select the new time off policy 

5. Save Changes 

   • Click Save once everything is correct.

   • You will now see that the time off policy update has been scheduled.

Related Article(s): 

• Creating Time Off Types and Policies 
• Bulk Assign and Unassign Time Off Policies

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