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How to Set the Expiration Date for Time Off Policy Assignments (New Interface)

Article author
Learning Center Mekari
  • Updated

Through Mekari Talenta, after you assign a time off policy to employees (assign time off policy), you can apply an expiration date to the policy along with its balance. This can be configured through the Time off submenu.

Important
This guide is for setting the expiration date of time off policy assignments using the latest interface. To read the guide for setting expiration dates using the old interface, click here.

Here are the steps to assign a time off policy to employees.

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

  2. Open the Time off transaction page. Click “Actions”, then select Set assignment end date.

  3. You will be directed to the Set assignment end date page as shown below.

No. Button/Column Name Description
1. Policy name Select the type of time off policy. You can see the effective date of the policy below the column.
2. Expiration date Click to select the expiration date for the time off assignment.
3. Description Fill this column with explanations or notes related to the expiration date of the time off assignment.

  1. In the Employee selection section, you can select employees for the time off policy assignment. Here is the explanation.

No. Button Name Explanation
1. Select employee Check the names of employees in the left column to make them appear in the right column as options. Then confirm by clicking “Select employee”.
2. Import employee

  1. Click “Import employee” to import employee data in bulk using Excel. Then, the following pop-up will appear. Click “Download template” and complete the Excel template before saving it. To upload the completed template, click “Browse”.

    You can fill in the Employee ID of the employees who will be assigned to the time off policy as in the example below.

  2. After the file is successfully uploaded as shown in the image below, you can click “Import”.

    The file that has been uploaded can be deleted by clicking the “-” icon.

Important
If you have already added employee names to the list, after importing, the data from the import will overwrite it. Therefore, make sure the information you provide is accurate and double-check the Employee selection list.

  1. Then, employees will be successfully added to the Employee selection list. Ensure the employee list is correct before clicking “Save” to assign the time off policy to the employees on the list.

    You can remove employees from the list by clicking the “-” icon.

  2. In the pop-up that appears, click “Save” to confirm the application of the expiration date for the assigned time off policy.

  3. The expiration date for the time off policy has been successfully set for those employees, and you will be returned to the Time off transaction page. On this list, you can see details such as policy name (Policy name), Transaction ID, and other information.

That concludes the guide for setting the expiration date for time off assignments (Set assignment end date) for employees through Mekari Talenta. Next, users can manage the employee list with set expiration dates, such as viewing, editing, and deleting. Learn more by clicking here.