Assign Time off's

Modified on Thu, 21 Jul 2022 at 03:09 PM

Kenjo provides the opportunity to assign Time off policies to your employees individually and in bulk. 


For a single employee


Go to Time off > Company, here you have an overview of all employees and their time off types as well as their assigned policies. 

 

If you want to assign a policy to an employee, follow the next steps: 

  • Click on the three dots button against the respective employee
  • Choose Manage policies from the menu
  • You will find all the Time off types along with Policy assigned to each of them
  • Make the necessary changes by choosing the policy under Policy assigned
  • Click on Save changes






When you assign a new policy to an employee, you can pick the Apply date:


  • Start date: available for new joiners in order to make the first assignments easier.
  • This cycle: available for employees that don’t have previous assignments (like new joiners) and will allow you to simulate that the policy was assigned at the beginning of the annual cycle
  • Today: available always so that you can assign the new policies right away
  • Next cycle: available always so that you can schedule assignments for the next annual cycle


If the Allowance type is Earned or Annual grant, the system will automatically display the Calculated balance once you select the Apply date. For example, part-time workers will automatically have fewer days of time off than those with a full-time contract. 



If you want to change the calculated balance, you can do it manually by following the below steps: 

 

  • Go to Time off > Company, click on the three dots button against the respective employee
  • Choose Adjust balance from the menu
  • Enter the New balance and click Adjust


NoteAt first glance, you will only see the active employees. If you also want to edit policies for inactive employees, you can do so by using the filter.



For multiple employees (in bulk)


To assign Time off policies for multiple employees (in bulk), you will have to import all time-off data. Follow the steps described in this video.




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