Travel Policy
How do I assign a user to a policy?
1min
After creating, editing and saving your policy, you need to add the users you want to assign to the policy. You can do this by going back to the ‘Travel Policy’ page, and in the ‘Action’ column, there will be the ‘Assign Employee’ icon, click that.
To change an employee’s policy, they must be first removed from the old policy.
To remove an employee from a policy, you need to click ‘Assign Employee’ icon, then on the Assign Employee page you will see a delete icon on the far right of the userlist. Clicking this and confirming will remove the employee from the policy.
Updated 25 Mar 2024
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