To copy an existing policy to one or more employees at once follow these steps:

  1. From the Home page click the Paid Time Off Policies button
  2. From the policy list click the copy icon (the second icon on the row) on the policy you want to apply to other employees
  3. When the Copy Policy window appears check the employees that you want to apply the policy to. For each employee you should provide a beginning balance and a start date for the policy. For more information about policy options see Creating Paid Time Off Policies.
  4. Click the Copy Policy button.

Note: You can only copy a policy if that employee does not already have a policy of the same type being copied defined. Employees with policies of the same type will not appear in the Copy Policy window. In order to copy policies to those employees you must delete the existing policy of the same type.