1. Go to the gear icon, select Calendars, Timesheets, & PTO/Leave.

2. Click on Leave Policies and then select any Leave Policy.

3. Click on ‘Add Assignment’ under the ‘ASSIGNMENTS’ section.

4. Select the name of the user to assign the leave policy.

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5. Balance date is the date that specifies the balance of the user till that date under a particular leave policy.

• Note:  Balance Date is by default entered by the system, which will be the last run date of the policy or the joining date of the user (in case the joining date is after the last run date of the policy). You don’t need to change this date.                

6.  Assignment Effective Date specifies the date after which the user can actually use the balance and apply the leave under a particular leave policy. 

• User’s Assignment Effective Date:

1. By Default: The system enters the assignment effective date as the start date of the user. For example, if a user has the start date (joining date) of 2022-12-13, then Assignment Effective Date will be the same and the Effective Anniversary Date will be 2023-01-01.
2. User’s Preference: You can choose any date of your choice as the effective assignment date, but then the effective anniversary date for the policy will get affected accordingly. For example, if the user enters the Assignment Effective Date as 2023-01-13 then the Effective Anniversary Date will be 2023-02-01.

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• Note: Effective Anniversary Date of the policy is the date on which a particular policy’s leave year starts if the policy’s leave year start is set as the work anniversary.                                                                                                                                      

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7. The leave policy will be assigned to the user.

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