Admin - How to Assign or Unassign Team Members to a Policy

Last updated: April 17, 2026

TLDR 🍿

Step by step walkthrough with images below.

I want to Unassign a Team Member from a Policy

On the left side bar, go to settings and find Time off. You will see a Category listed.

Screenshot 2026-04-13 at 15.47.16.png

Click on "View policies".

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Find the 3 vertical dots on the right of the policy, and click "Assign people to policy"

Screenshot 2026-04-13 at 16.01.07.png

Select the team members you would like to assign to the policy, and press "Continue".

Screenshot 2026-04-13 at 16.04.24.png

I Want to Unassign a Team Members from a Policy

On the left side bar, go to settings and find Time off. You will see a Category listed.

Screenshot 2026-04-13 at 15.47.16.png

Click on "View policies".

Screenshot 2026-04-13 at 15.51.40.png

Find the 3 vertical dots on the right of the policy, and click "unassign people from policy"

Screenshot 2026-04-13 at 15.52.14.png

Select the team members you would like to unassign from the policy, and press "Continue".

Screenshot 2026-04-13 at 15.52.25.png

For similar topics take a look at:

📄 How do I create a new policy?

📄 How do I create a new category?