How to I assign an Employment Policy to an employee?

Modified on Tue, 30 Sep at 4:21 PM



Step 1: Locate the Employee

  • Use the Search Employee feature.
  • Type the employee’s name and select it from the drop-down to open their profile.

Step 2: Open the Working Pattern Tab

  • Inside the employee’s profile, navigate to the “Working Pattern” tab.

Step 3: Select the Employment Policy

    In the Working Pattern tab:

  • Find the “Policy” drop-down menu.
  • Select the desired Employment Policy from the list.

Step 4: Save the Changes

  • After selecting the policy, click the “Save” button to apply it to the employee’s profile.

Step 5: Automatic Update

    Once saved:

  • The employee’s Annual Leave Allocation will update automatically.
  • The system will pro-rata the leave based on the total number of hours the employee works each week, as defined by the selected Employment Policy. The system will also pro-rata for employee's who join/leave the company part way through the leave year.

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