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Assign PTO policies to employees

How to make employees eligible for PTO requests and balances.

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Employees need a PTO policy assignment before balances and request behavior can work correctly.

  1. Open the employee record or PTO policy assignment area.
  2. Select the appropriate policy.
  3. Confirm effective dates and starting balance if applicable.
  4. Save the assignment.
  5. Verify the employee sees the policy in My PTO.