HiBob does not currently offer an automated alert for employees who were not assigned time off policies during the onboarding process. However, you can use the following methods to regularly review and verify policy assignments.
To review upcoming and pending policy assignments:
Go to Time > Time Off Settings > Policies > Policy Balances.
Add the Next policy assignment column to your view.
Add the Future assigned people column.
Filter the list to employees with a Hired status.
Review the results to identify any employees who may be missing an expected policy assignment.
You can also review assignment activity using a report:
Go to Analytics > Reports > Time Off > Policy Assignments Summary.
Review the results to confirm which employees have been assigned the expected policies.
If policy assignments are not occurring automatically, review your new hire flow configuration:
Go to System Settings > Flows > New Hires and Onboarding.
Check the time off policy configuration in the relevant new hire template.
Make sure only one policy per policy type is selected.
When multiple policies of the same policy type are included in a new hire flow, automatic assignment will not occur, and policies must be assigned manually.
For employees who were missed during onboarding:
Go to Time > People's Time Off > Policy Balances.
Select the employee.
Assign the appropriate time off policy manually.
Running a regular review from the Policy Balances page can help catch missing policy assignments before an employee's start date.