A Leave Policy says how time off is granted and whether requests need approval. Policy Assignment gives that policy to one employee for a date range. The list title is Leave Policy Assignments.

The employee can request the types listed on that policy. A type that is not on it is blocked with This leave type is not included in the employee's assigned policy.

Assign one person

1. Open Leaves, then Policy Assignment.
2. Choose New Leave Policy Assignment.
3. Choose the Employee and the Leave Policy. Both are required.
4. Set Assignment Based On to Leave Period or Joining Date. When you use a leave period, choose Leave Period.
5. Enter Effective From and Effective To. Both are required.
6. Turn on Carry Forward Unused Leaves when unused days should carry into the next period. The policy’s Carry-forward limit (days) still caps how much can carry.
7. Choose Create Leave Policy Assignment.

You should see Leave Policy Assignment created. The list shows Employee, Policy, From, and To. Search says Search policy assignments...

An empty list says No leave policy assignments yet and Map leave policies to employees or groups.

Assign several people

1. Open Desktop, then Shift & Attendance, then HR Tools, then All bulk tools. The page is Bulk Actions.
2. Choose the people under Employees. Selected people are filled in.
3. Open the Assign Leave Policy tab.
4. Choose Leave Policy and Effective From.
5. Turn on Carry forward unused balance when unused days should carry. The helper says The policy carry-forward limit is applied at year end.
6. Choose Assign Leave Policy.

You should see Assigned policy to and the number of people. Assign Leave Policy stays off until at least one person and a policy are selected.

If there are no employees, the page says Add employees to use bulk tools.

If something looks wrong

A missing Employee, Leave Policy, Effective From, or Effective To on Policy Assignment keeps the assignment from being created. The notice is Failed to save, or it names the missing field.

On Assign Leave Policy, a failed run says Policy assignment failed. You may also see Select at least one employee, Leave policy is required, or Leave policy not found.

If the employee still cannot request time off, confirm the policy is Active, the type is on the policy’s Leave Allocations table, and the dates cover today.

Next

Check the days that came from the assignment in See a balance.