Before You Start
Once flexible, front-loaded, or accrual-based policy types have been created, Admins can assign employees to them. This allows employees to request time off. When requesting time off, employees will see the policy type name and not the policy name.
Note: Any new employees added to Lattice will need to be manually added to relevant time off policies.
Assign Employees to Time Off Policies
- Navigate to Admin > Time off > Policies
- Select the relevant policy
- Use the Add employee button
- Use the filter or check off employees from the list to add them to the policy
Selected employees will appear on the right-hand side panel - Save
When you navigate to the policy, you’ll see the employees listed. To remove an employee from a policy, select the ellipsis (...) > Remove employee.