For customers of our PTO module.
Sometimes changes to a person's employee status require moving the individual from one PTO policy to another. An example might include a part-time person who becomes full-time.
To change a person from one policy to another:
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.
Hide the current policy so that the person no longer sees it, but you can still retain a full history of everything that happened under that policy.
Click the Add PTO Policy button in the upper right corner of the page to add the new policy to the individual's profile.
When the Add PTO Policy window opens, select the appropriate policy settings before clicking Save.
When the new policy appears, click the dropdown, then click Set Balances, and enter the amount that the old policy shows as the current balance. In this way, you're transferring whatever amount they had left on the old policy to the new policy.
In some cases, you may need to do some calculations to pro-rate or otherwise adjust the person's new balance so that it's accurate depending on your company's policy rules.
Please contact our Customer Success Team for additional assistance.