How do I automatically assign PTO plans to new hires?

Time off plans can be assigned to new hires automatically if the Default to plan option is selected for the plan.

  1. Click Company > Settings > Time Off.

  2. Select the intended time off plan.

  3. Click Edit next to the plan.

  4. In the Employee Settings section, check the box Default all new employees to this plan.

  5. Click Save.

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