How do I change/edit the Time Off plan an employee is assigned to?

To update a time off plan for an employee:

  1. Click on People and search for the employee.

  2. Access the employee’s profile and click on the Time Off tab.

  3. Edit the employee’s profile.

  4. Find the appropriate time off type that you would like to change.

  5. Click on the dropdown menu and select the desired plan.

  6. Save.

To apply the new plan settings, repeat steps 2-4 and then press the Reset button next to the plan. A new window will pop up providing additional information about the plan reset. Press Reset again if you would like to proceed.
 
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