Use the Policy list to maintain a policy after creation. A new version preserves earlier rule history; retiring a policy ends its future use without deleting historical records.

Change a rule

  1. Find the active policy

    Open Time Off Policies → Policy list. Search or filter by status and leave type, then inspect its current version and effective dates.

  2. Edit the version

    Open Edit policy version, change the applicable rule and effective dates, and record a version note explaining the change. Review server validation and choose Save new version.

  3. Review existing work

    Check requests, balances, and payroll periods affected by the effective date. Historical policy snapshots and prior versions remain important evidence; do not assume a new version retroactively changes completed work.

Assign or remove employees

Use Manage employees on an active policy row. Choose Assign or Remove, review the selected employees, and select Update Assignments. Removal may affect whether the employee can create a new request; review existing requests separately.

Retire a policy

Choose Retire policy, enter a Retirement reason, and select Confirm retirement. Verify the retired state and confirm another active policy covers employees who still need the leave type.