In this guide, we'll discuss how to move employees to a new policy, and the events that can trigger a policy review to appear.
Manually switching policies
You can manually change an employee's PTO policy with the following steps:
In the People dashboard, click the employee's profile, then click Full profile.
Click Manage time away, And on the Details card you can see the currently applied Policy.
Click Edit to bring up the policy selector window
Select a policy or create a custom one for this employee.
Select the Effective date for the policy update to take place (The start of the current year, the upcoming year, or a specific date).
If set up, employees will first default to the policy of their Place of work when added as active members to your account. This is configured in Company settings.
Automatic policy review triggers
Certain actions will trigger the Policy update window to appear:
When you update an employee's Place of work. To learn more, see Updating employment details.
If an employee's contract type is changed.
The window will ask whether the employee's PTO policy should be updated. You can choose whether to keep the employee on the current policy, or place them onto a new policy.
Impacts of moving employees to a new PTO policy
There are many potential impacts of switching a policy for an employee, especially if they are switching between regions with different PTO start years/usage periods.
The remaining balance of accrued days will be carried over to the new balance of the employee.
If they can take all available days, they will see this added to a prorated number of remaining days for the PTO policy year they switched to. The new year end will also show.
Their history will now start form the date the new policy was applied.
All previous policies, bookings, carryover, adjustments etc. can be seen by clicking on Show time away history.
