How to enrol employees in policies

How to enrol employees in policies

1. From the employee's profile, go to the Time Off tab and click "View Dashboard."


2. Click Enrol in Policy.


3. Policy cards for the policies that the employee can be enrolled in will be shown. Click on any policies in which you wish to enrol employees, and then click the "Enrol" button.


4. Select whether you would like to prorate the employee's time off balance upon activation, and click the "Activate" button to finalize enrolment.



    • Related Articles

    • Getting started with your time off policies

      Before creating time off policies, we recommend considering the following questions: 1. How many policies do you need? 2. Do you have employees with different benefits packages? How are they different? 3. Do you have salaried and hourly staff? 4. How ...
    • How to set up auto-enrolment in policies for new employees

      Setting auto-enrollment policies 1. Click "Policies" in the left navigation bar. 2. Click "Edit Membership" on the policy you want to set for auto-enrollment. 3. Select "No" under the Onboarding Defaults tab. 4. Use the dropdown to select whether you ...
    • FAQs: Time Off

      Policy management Q: How does Time Off accrual work and what does an employee see for their available balances? There’s two ways to set up policies: yearly or monthly accruals. Yearly: Yearly accruals are set using a reset date where a portion of ...
    • Get time off details for a past employee

      As part of an employee's offboarding process, admins need to get employee’s time off details for all of the policies they were enrolled in, including how many days they used, how many they have left, and how many days they were entitled to. Once the ...
    • Modify an employee's time off balance

      1. Use the search bar to find the desired employee and click their name to open their profile. 2. Once on the team member's profile, switch to the Time Off tab and click View Dashboard on the top right corner. 3. On the top right of every policy card ...