Remove a Time Off Policy From an Employee's Profile

This article provides guidance on removing a time off policy for an employee, ensuring they cease accruing time off. To initiate the removal, navigate to the employee's Time Off tab, hover over the relevant time off category, and click the gear icon. Select "Remove From This Policy" from the dropdown menu. A confirmation dialog will appear, allowing the admin to choose either immediate removal or schedule it for a specific date. Once the policy is removed, the time off category will no longer appear in the employee's Time Off tab. An example illustrates a scenario where an employee may need reassignment to retain access to the Paid Time Off category while keeping prior time off history. This process is applicable across all packages: Core, Pro, and Elite.

Jul 2, 2026
Knowledge

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How do I remove a time off policy?

Purpose: To help you understand how to remove a time off policy for an employee, ensuring they stop accruing time off from that point forward.

Table of Contents

Remove a policy
Example

Remove a policy

Screenshot of an employee’s Time Off tab showing balances for multiple time off categories. On one of the category cards, the gear icon menu is open with the option Remove From This Policy highlighted. This illustrates how an admin can remove an employee from a time off policy by using this option, and the employee stops accruing time off under that policy going forward.

On an employee's Time Off tab, hover your cursor over the applicable time off category and click on the gear icon. Then, select Remove From This Policy from the dropdown menu.

Screenshot of a confirmation dialog asking the admin to confirm policy removal. The dialog states the employee will no longer be able to request time off under that policy and offers two options: schedule removal for a specific date or select Yes, Remove Immediately to remove right away. This shows how BambooHR requires confirmation and lets admins set timing for the removal.

Click Yes, Remove Immediately to have the removal date the same as when you removed the policy, or click On a certain date to add a past or future date. The time off balance will be recalculated based on the end date.

Once you remove the employee from the policy, the time off category will no longer show on the employee's Time Off tab.

Example

In the example above, Ashley was from the Yearly PTO (End of Period) policy within the Paid Time Off category. If Ashley should still have access to the Paid Time Off category and have prior time off history retained, she needs to be reassigned to a policy.

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