Assigning a Policy

• Admins can configure a policy for an individual, or to the entire organization.
• Before assigning a policy, please ensure a policy has been created. If you are not sure how to create a policy, please reference the article ‘Create a Policy’.

Assign a Policy to an Individual User:

• Start from the EXP Homepage and select ‘Leave’

• From the Leave App, locate and select the ‘Hamburger‘ menu in the top right corner and select ‘Employees‘.

• From ‘Employees,’ select the name of the user that you want to assign the policy to.
• By clicking the employees name, this will take you directly into the user’s account.

• A side panel will appear with a full list of policies that are available to assign to the user.
• Policies the user already has will not appear.

• Select the checkbox to the left of the policy you want to assign.
• Once selected, click the ‘+‘ icon next to ‘My Balances‘
• The policy has been assigned to this employee and is no longer on this list.
• The newly assigned policy will appear on the employee’s ‘My Balances‘ on their Leave Dashboard.