In this article you'll learn how to assign new employees to a policy, reassign existing employees to a different policy, and remove employees from a policy. These tasks allow you to control which employees are associated with specific policies in your attendance settings. This article is relevant for anyone who needs to manage policy assignments in your organization.
Choose an existing policy
Click on the three-dot-menu at the very end of the policy line
Choose 3 Manage employees or click on the row's hyperlink under EMPLOYEES
1. Assign employees
To assign new employees to your policy:
Click (+) Assign employees
Filter by Company, Office, Department etc. or type in the employee's name into the search field left of the magnifier glass
OR
Find the employee in the left column and click the blue (+)
To delete a selected employee in the right column click the red trash-icon
Click ASSIGN EMPLOYEES
Hinweis:
Note: When you selected existing employees, be aware that they already have an existing policy. Make sure you really want to reassign them to the policy you're managing at this moment.
Click YES, REASSIGN
2. Reassign employees
Select employee by checking the box right of their name
Select all employees by checking the box right of the FULL NAME column
Click ACTIONS
Choose Reassign
Select a policy you want to reassign the employee to
Click REASSIGN
3. Remove employees
Select employee by checking the box right of their name
Select all employees by checking the box right of the FULL NAME column
Click ACTIONS
Click Remove
Click REMOVE