Bulk unassign and reassign employees

Modified on Thu, 11 Apr 2024 at 08:36 AM

Managing employee time off can often be a challenging and time-consuming process for you. However, there is a solution that can greatly simplify this task. With the ability to bulk unassign and reassign employees from a time off policy, you can streamline your time off management effortlessly. Bid farewell to manual adjustments and welcome a more efficient and hassle-free approach to tracking employee time off.

To perform these actions, go to Time off > Settings and select a time off policy. There, click on the three dots and select Manage employees

Unassign employees

If you want to unassign employees from a policy, you can do so by selecting them either one by one or bulk selecting all of them. Then, click on ACTIONS and select Unassign

You have now successfully unassigned your employees from this policy. You can always assign them again by clicking on (+) ASSIGN EMPLOYEES

Note: With the unassigment, all the future and pending requests are moved to the canceled status but not deleted from the database. 

If customers decide to delete a policy and a time off type, all the history of the users is kept but it wont be possible to filter the data by the detected time off type.

Reassign employees 

In case you want to assign some or all employees from one policy to another, you can do so here. Again, select the employees and click on ACTION. Then, select Reassign

You can now choose the new policy. Keep in mind that you can only choose a new policy within the same time off type as the current one.

Then, you can select the apply date. You can choose from employee start date, custom start date, start of the cycle, and next cycle. Finally, click on ASSIGN EMPLOYEES

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