Assigning leave policies can be directed to specific employees through the Time off submenu. Users with Super Admin and Admin roles can set these assignments for employees individually or by importing using Excel.

Important
This guide is for assigning leave policies to employees using the latest interface. To read the guide for assigning leave policies with the old interface, click here.

Here are the steps to assign leave policies to employees.

1. Go to the “Time” menu, then select Time off.
   

2. Open the Time off transaction page. Click “Actions”, then select Assign employees.
   

3. Select the type of leave policy in the “Policy name” column. Then, fill in the “Description” column with a description related to the leave policy assignment.
   

4. In the Employee selection section, you can choose employees for the leave policy assignment. Here is the explanation.
   

No.	Button Name	Explanation
1.	Select employee	Mark the names of employees in the left column to appear in the right column as choices. Then, confirm by clicking “Select employee”.
2.	Import employee	Click “Import employee” to import employee data in bulk using Excel. Then, a pop-up will appear. Click “Download template” then complete the Excel template before saving it. To upload the completed template, click “Browse”.   You can fill in the Employee ID of employees to be assigned the leave policy as shown in the example below. After the file is successfully uploaded as shown in the following image, you can click “Import”.   The file you uploaded can be deleted by clicking the “-” icon. Important If you have already added employee names to the list, after importing, the data obtained from the import will overwrite it. Therefore, make sure the information you provide is accurate and double-check the Employee selection list.

5. Then, the employees are successfully added to the Employee selection list. Make sure the employee list is correct before clicking “Save” to assign the leave policy to the employees on the list.
   
    

   Employees on the list can be removed by clicking the “-” icon.

6. Then, the leave policy is successfully assigned to those employees, and you will be redirected to the Time off transaction page. On this list, you can see details such as the leave policy name (Policy name), Transaction ID, and other information.
   

This concludes the guide on assigning leave to employees through Mekari Talenta. Next, users can manage their assignments, including viewing, editing, and deleting. Learn more by clicking here.