To find your policy to edit, navigate to the “Admin” menu, click “Time Off”, and click the “Policies” tab.

Edit Policy:

If you want to edit a policy, no employees may be assigned to it. First, click “View”, then click on [+Add/Edit Employees], and you can click the "x" next to each employee to remove all employees from that policy. Make sure to proceed with the "Employee Details" and save the policy. Then you can click “Edit” again to open the policy plan builder.

Note: You can also remove an employee from a policy by going to [Admin] > [Employees] > [Edit for the employee] and updating their policy to be "None Assigned"

Delete Policy:

If you want to delete a policy you must first remove all employees from the policy as show above. Make sure to still proceed with the "Employee Details" and save the policy. Then you can click “delete."
IMPORTANT NOTE:
deleting a policy is a permanent action, it may be best to simply remove all employees from a policy.

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