To add, remove, or move an employee to a time off policy, start by clicking on the Manage Time-Off navigation from the left hand menu in the Company view. Then, click the box with the policy you'd like to start with or the gear icon. 

Note that if you're moving an employee from one policy to another, start in the policy the employee is currently in.

Next, click the link to add, edit or move employees.

Move or remove an employee by checking the box next to their name. Click the option you'd like to proceed with. It's rare that you would need to remove an employee from a policy. If the employee is meeting a milestone where they'll get more time off, use the move option.

Moving Employees
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Choose the new policy from the drop down, and select the date you'd like the move to apply on. Moves can be backdated. Finally, click Move Employees to finish up. 

Important: People by Wagepoint will automatically transfer over any balance when the applies on date matches the renewal date of the policy. Generally, these dates are either the employee's anniversary date or the first of the year. If the policy renews on January 1, then the move must happen on January 1 in order for data to carry over (the same rule applies for anniversary dates). If the move date is different from the renewal date, an employees balances will not transfer over. When the move option is used, future requests will be transferred over regardless of the move date.

In the event an employee needs to move on a date that is not the renewal date, you can manually add back a balance so that their time off reflects their previous policy. We can help with this calculation, so don't hesitate to reach out!

Adding Employees

From the Manage employee enrollment section, click Add Employee. 

Select the employee(s) you'd like to add and click Add Employees

Employees can also be added to time-off policies from their profile - time-off section by clicking "Add To Policy" from the top right.