Assign, Edit Assignment or Edit Leave of Absence Rules

Assign Rules to a Leave Case

1. On the Leave of Absence Case Editor page, expand Eligibility & Rules.
2. Select Assign rule .
3. Select a rule.
4. Select one or more Leave Types.
5. Select Save.

Edit Assignment

1. On the Leave of Absence Case Editor page, expand Eligibility & Rules.
2. Select Edit Assignment.
3. On the Edit assignment panel:
   1. (Optional) Enter or use the calendar to select the Effective Date.

      Note: You cannot edit the Effective Date for the first leave rule assigned to a leave case.

   2. Select or unselect Leave types.
   3. Select one of the following:
      • Cancel — to discard all changes and exit the panel.
      • Delete — to delete the assignment.
      • Save — to save changes to the assignment.

Note: When a leave type is deselected, it will remain in the list of Leave types but will not have the bold style. This indicates that the rule is still available but not selected.

Edit Rule

Warning: Editing a rule in this way will only apply to the rule for the selected leave case.

1. On the Leave of Absence Case Editor page, expand Eligibility & Rules.
2. Select Edit Rule.
3. In the Edit Rule window make any changes to the rule and select Save.
4. When finished, select Close.