How to Change Time Off Policy for Employee

Permissions Needed: View Employees Time Off Policies, View Organization Time Off Policies and Edit Employees Time Off Policies

You may need to change an employee's Time Off policy from one policy to another. One reason for this may be a transition of employees between offices, departments, positions, etc. (such as "Regular PTO" for newer employees or "Senior PTO" for 3+ year employees). The policy could also need adjustment due to changes in local laws or the company’s internal rules.

In such situations, you need the old policy to still apply to the past to keep historical data consistent while the new policy is applied to the future.

First, set the end date of the old policy. Don't delete it if you want to keep the historical data consistent.

1. Select Employees from the left-side menu.
   
   
2. Select an employee from the list.
   
   
3. Open Time Off.
   
   
4. Click the EDIT POLICIES... button.
   
   
   
   
5. Click on the policy you want to change.
   
   
6. Set the End Date of the policy.
   
   
   
   
7. Check the current balance of the policy. You may need to move the balance to a new policy or set it to zero the balance of the current policy.
   
   
   1. Scroll down the Balance history.
   2. Click the +ADD button.
   3. Define the adjustment date.
   4. Input the number of hours that you need to add (use a negative number to reduce the balance).
   5. Enter a comment (optional).
      
      
      
      
8. Click the Save button at the top right corner to apply your changes.

Now you need to add a new policy for the employee.

1. Click the +NEW POLICY button.
   
   
2. Select a Time Off Policy from the list.
   
   
3. Define the Start Date to avoid an intersection between the old and new policies.
   
   
4. Adjust the Balance if you need to move hours from the old policy (see more details).
   
   
5. Click the Save button at the top right corner to apply your changes.