How To Add A New Employee To An Existing Leave Management Policy

Goal

• How to update which employees are associated with a Leave Management Policy

Environment:

• Push Web App

Process:

Add Employees from Leave Management:

1. Click the Company Name in the top right-hand corner 
2. In the drop-down menu, click Company Setup 
3. On the left-hand navigation bar, click Leave Management
4. Under the specific Policy, select the specific Policy Type 
5. On the right side, click Add Employees
6. On the right side, click Add All Employees if applicable
7. On the right side, click Add To Policy that corresponds with the specific Employee(s)
8. Once done, click Save

Add Employee from an Employee Profile:

1. Click the Employees tab
2. On the left-hand navigation bar, click Active Employees List
3. Under Edit, click the Pencil Icon that corresponds with the specific Employee
4. Scroll down to the Balance Setup section
5. Click the drop-down menu and select the specific Policy that corresponds
6. Once done, click Update Employee

Additional Information

Once you have added the relevant employees, the page will refresh back to Leave Management and state Employee Added.

You will be able to add a new policy type (previously known as rules) to existing policies (previously known as balances) in your account. 

Once a Policy is created/adjusted, the changes will not be reflected unless you run an Off Run or Payroll to trigger the adjustments.

If you wish to load the starting balance right now, you can process an Off Run that includes the relevant employees (no earnings required). When the employee logs into their account from the Push Employee app or a desktop, they will see the policies available when requesting time off.

Please note that only Super Administrators have access to make changes to Policies under Leave Management.

Super Administrators and Team Administrators with permission to Employee Balances under Employee Setup based on Group permissions can add a policy from Leave Management to an Employee Profile. 

The Leave Management feature is currently available on the Premium or Pro Subscription with the Leave Management Add-On. It also requires the Payroll Add-on.

If you do not have this feature and are interested, please feel free to contact Push Support at support@pushoperations.com to connect you with the relevant team. 

Related Articles

• How To Add A New Leave Management Policy
• How To Edit A Leave Management Policy
• What Happened To Balances Setup In Push?