CUSTOMER ZONE

You can edit the settings of existing policies either by modifying specific settings, or by overwriting the existing settings with the defaults specified for that time off type.

To edit a policy's settings:

• Open the Time Off tab of the Add/Edit User page.
• Select Administration from the top menu.
• Click on Users under Shortcuts from the side menu.
• Click the icon next to the user you want to edit (or select Add if you are adding a new user).
• Select the Time Off tab.
• Select Edit Historical Policies for the time off type you want to edit.
• Update the accrual settings.
• When you have completed making changes to the user's profile, select Save.
• If you edit a policy, your changes apply as of its effective date (that is, they could be retroactive).

To overwrite the user's existing policy with the default settings:

• Open the Time Off tab of the Add/Edit User page.
• Select Reset to Defaults for the time off type whose policies you want to overwrite.
• If the time off type's default is a single, initial policy, the new policy's effective date will be set to the current date.
• Select OK to confirm the reset.
• When you have completed all changes to the user's profile, select Save.

Note:
If you reset the policies, and then elect to Cancel editing the profile, the reset will be cancelled and the old policies will be restored.