For customers of our PTO module.
In some situations, you may prefer to hide a policy from view. For example, a bereavement policy may be rarely used. Additionally, showing the policy on a person's PTO page may be an unpleasant reminder of the loss of a loved one. In this case, hiding the policy before and after it is used can be helpful.
To hide a policy for one individual:
Note: Only Company Admins and HR Admins can manage and configure PTO policies. To learn more, please refer to: Understanding User Roles & Permissions.
Navigate to a person's profile by entering their name or title in the Jump to a Profile field and clicking their name in the list that populates.
On the person's profile page, click the Paid Time Off tab.
Click the three-dot menu next to the appropriate policy.
Click Hide Policy from Employee.
Note: When needed, you can use the same steps to show the policy.
To hide a policy for multiple people at once, follow these steps:
Click your company name at the top of the main menu, then click Company Settings.
Click the Paid Time Off tab.
Click the appropriate policy dropdown.
Click Assign Policy.
In the right column, choose whether to show/hide the policy from all people or click the eye icon next to one or more individuals.
Click Save.
Please contact our Customer Success Team for additional assistance.