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Bulk Assignment of Users to PTO Policies

  1. Go to the gear icon and select “Calendar, Timesheets & PTO/Leave”.   

  1. Click “Leave Policies” and select the policy you want to assign to the users.
  1. Click on the “ASSIGNMENTS” tab.
  1. Click on the “Bulk Assignment” option.
  1. Fill in the required fields and click on next.
  1. Select the users you want to assign and click “Confirm Assignment”.
  1. A pop-up will open, fill out the required fields and click on “Save Assignment”.
  1. PTO Policy is successfully assigned to the users.


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