How to Edit a Time Off Policy

Once you've set up a few Time Off policies, you might realise that some need a little tweaking or that others aren't needed anymore. This is very common, and it's all part of the process!

By regularly reviewing and refining your Time Off policies, you can ensure they align with your evolving needs and provide the best support for your team.

In this article, we'll walk you through how to easily edit or delete Time Off policies so you can keep everything running smoothly. Let's dive in!

Step-by-Step Process to Edit a Time Off Policy

  1. Click on the Time Off module on the left menu.

  2. Click on Types and Policies tab at the top of the page

  3. Find the Time off policy you want to update and click on the Action column's three dots (...) icon.

  4. Click Edit from the drop-down menu.

  1. The edit policy side will open, where you can make all the necessary adjustments.

  1. Once you've made all your changes, click Save at the bottom of the page.