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Designating a Default Policy

Use Default Policy under Tools to designate a Default Policy. While this is optional, it is helpful to use for new employees. A Default Policy is date-based and applies to all employees who do not have an assigned policy. Time is calculated against the default policy until a policy is assigned to the employee.

To add a default policy:

  1. Select Organization from the main menu.

  2. Select Policies.

  3. To designate a default policy, select a policy.
    The Default Policy window displays a list of all current policies.
    Example:
    TBD

  4. Select the Policy that you designate as default.

  5. Select an Effective Date using the calendar picker.

  6. Select Save.
    The policy you selected becomes the default policy.