Any new Time Away policy assigned to an employee will automatically begin on their start date. Changing a policy later is effective-dated — see When a Policy Change Takes Effect below.

Policies can either be assigned through Batch actions or individually per each employee. Batch actions allow you to perform actions on multiple employees at the same time in the people directory page. Assigning policies in batch is available to both Super Admins and Admins (see Permission Levels).

To pick which employees you'd like to include in the batch action, go to the people directory and either:

Here, you can mass assign Time Away, Time Tracking, or Payroll Cycle policies to relevant employees.

When you choose Assign policies → Time Away and select a policy, you can also adjust the accrued days on the same screen, so you can set a custom allowance while assigning.

To assign policies individually to each employee, enter the "Time Management" section in their profile.

Click on the three dots on the top right hand corner of the screen, hover the mouse over "Assign Policies" and choose if you want to assign a Time Tracking, Payroll Cycle or Time Away policy.

Once you assign the policies, you will be able to adjust the number of accrued days. If an employee has negotiated a different number of days than the original policy, you can adjust the policy to ensure that the change is recurring and will always affect the employee.

In this example, the current policy grants 24 days over the 12 month cycle, but you can now grant this employee a total of 26 days over the same period. This will be recurring until edited further.

The Adjust accrued days field can only be edited when the policy grants a fixed number of days. A policy set to grant 0 days is treated as Unlimited. In that case the field is greyed out and shows Policy days: Unlimited, and the employee's profile may show 0 days available, since no days accrue.

Employees who were already given a manually adjusted number of days on such a policy keep it. This is why two employees on the same policy can show different allowances, while a newly assigned employee can't be adjusted.

Recommended setup: if employees on the same policy have different allowances, don't set the policy to 0 days. Instead:

If some employees should truly have no cap, keep a separate Unlimited policy for them.

Changing an employee's policy is effective-dated. When you make the change you choose the date it applies from — a specific date, or the employee's start date — and periods before that date keep the policy that was actually in effect at the time.

A change can also be scheduled ahead. The employee stays on their current policy and switches over automatically on the date you set.

The History tab records when a policy changed and which policy replaced which. This is visible to admins only — employees and managers can't see policy change history, only the balance adjustments that affect their balance.

A policy change can be undone, and accruals are recalculated as if it had never been applied.

Conflicts are surfaced before you assign rather than after. Assigning to a group validates every employee up front and reports per person, so a blocking issue on one employee no longer holds up the rest. Warnings you may see include a balance dropping below its floor, or approved bookings returning to a manager for re-approval.

Two cases limit the date you can choose:

Reassigning a policy keeps the employee's existing time away bookings. Pending and approved bookings are no longer canceled when they move between policies.

If the new policy's balance no longer covers a booking that was already approved, that booking returns to pending and the employee's manager is asked to re-approve it, by email and through Slack or Teams if connected.

It is possible to add or remove days to the employee's balance without affecting their overall accrual days from the policy.

Simply click on "Adjust Time Away Balance" underneath the option to Assign Policies, select the reason e.g. vacation, and choose the number of days to add or remove. You can also add a note for each adjustment.

In the balance calculation section, you can see the adjustment with notes, date, user and amount.

In the History tab, you can select a specific year or view all events to see a complete change log showing how the balance changed over time. This makes it easier to track, audit, and understand balance changes at a glance.

To adjust balances for multiple employees at once, you can import them yourself from a spreadsheet:

For the full walkthrough, see How to import your employees' balance from spreadsheets. Every import is logged in Import History, where it can also be undone — see Import History and Undoing an Import.