How do I mass assign a time-off plan?

1. Login to HRIS and click Company  > Settings > Time Off.

2. Find the Plan you want to add employees to and click Assign Employee under the associated type.

3. A list of all active employees will appear; check off the employees you want added to the plan.

4. Click the Select Plan dropdown and choose the appropriate plan from the list.

5. Click Save, and you should be all set!

If desired, you can use the Add Filter button to narrow down the list of your employees to a more specific group You can also select all employees by checking off the box next to All. 

TIP:

In order to update accrual amounts based on the new time off assignment, the new plan must be reset on the individual or company levels.  While you are able to reset the plan on the individual level, please open a case with Service via the Help Community if you need to reset the plan for all employees; be sure to include the name of the time off plan that needs resetting in your message.