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Correct time off policy assignments in bulk with One

Learn how to fix the time off policy history of many people at once by asking One in your own words.

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When a company imports its people, everyone starts on the default time off policy. With One, you can correct the time off policy history of many people at once by asking in your own words. The wrong policy is replaced, so no extra policy is added and balances count from the right date. Nothing changes until you click Apply.

Availability: available for every company with Time Off and One. Up to 1,000 people per review.

 

 

Overview

With One, you can:

  • Correct the first policy of many people. The first policy always starts on the hire date.
  • Correct a later change in their policy history. You can fix its policy or its start date.
  • Choose people in the way that suits you. Tell One who to correct by name, by team, or by the policy they currently have.

Because the wrong policy is corrected instead of a new one being added, people do not get an extra policy in their history and their allowances count from the right date.

Correcting policy assignments with One uses One credits.

Who can use it: admins who can edit time off policy assignments.

 

 

How to use

  1. Open One
  2. Tell One which people were on the wrong policy, or moved on the wrong date. For example: “Everyone in the Spain team should have been on Spain - Full time since they joined”
  3. One opens the Policy assignment changes review. It shows each person with their policy Before and After the change, and the Result
  4. Use the search to find a specific person, or click Download Excel to review the changes in a spreadsheet
  5. Click Apply to apply the changes, or Cancel to stop. Nothing changes until you click Apply
  6. One reports who changed

 

Limitations

  • One can't correct a policy to the same policy as the change right next to it in that person's history. For example, someone who was already moved to Spain - Full time with Add employees can't get Spain - Full time as their first policy too.
  • Changes that came with a balance transfer can't be corrected.
  • Each review includes up to 1,000 people.

When One can't correct someone, it names that person and links to their time off page, so an admin can fix it by hand. Learn how in About the time off policy assignments.


 

Tips and best practices

  • Be specific in your message: name the people or teams, the correct policy, and whether it applies since they joined.
  • Review the Before and After columns, or download the Excel file, before clicking Apply.
  • After applying, check the people One could not correct and fix them from their time off page.
 

 

FAQ

  1. Who can correct policy assignments with One?
    Admins who can edit time off policy assignments.
  2. Does anything change as soon as I send my message?
    No. One shows a review with each person's policy before and after. Nothing changes until you click Apply.
  3. Will people get an extra policy in their history?
    No. The wrong policy is replaced, so no extra policy appears and balances count from the right date.
  4. When does the first policy start?
    The first policy always starts on the hire date.
  5. Can I correct changes other than the first policy?
    Yes. You can correct any policy in a person's history, including the policy or start date of a later change.
  6. Why couldn't One correct some people?
    One can't correct a policy to the same policy as the change right next to it, or changes that came with a balance transfer. One lists these people with a link to their time off page so you can fix them by hand.
  7. How many people can I correct at once?
    Up to 1,000 people per review.
  8. Does it consume One credits?
    Yes. Correcting policy assignments with One uses One credits.

 

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