Adding an Accrual Policy to a Department

When you add an Accrual Policy to a department, all users who have that department set as their home department automatically receive the policy, allowing you to easily manage policies for multiple users at once.

To complete the steps in this article, you must be an administrator or have the necessary view and/or edit permissions enabled. If you believe you should be able to complete the steps and are not able to, reach out to your account administrator to discuss updating the settings for your Role.

All changes made to a policy will apply to all users assigned to that policy. 

Add an accrual policy to a department:

1. Log into the Citadel web portal.
2. Click on Places in the side menu.
3. Go to the Departments section.
4. Select the department to which you want to assign the Accrual Policy.
5. Click on the Policies subtab.
6. Click + Assign or Replace Policy.
7. Select Accrual to view the Accrual Policies. 
8. Select the policy from the dropdown menu.
9. If there was no previous policy of that type, the new policy is automatically added.
10. If there was a previous policy of that type, confirm the changes by clicking Confirm and Assign to apply the policy changes.
11. Scroll to the bottom of the screen and click Save. If you don't click Save, the policies will not update.

Note: If a person has a policy type already assigned, adding or replacing a policy at the department level will not override the individual policy. You will need to update the person's policy accordingly.