How to exempt an employee from a requirement in RePloyee
An exemption removes a single requirement from one employee’s checklist, permanently or until a date.
An exemption in RePloyee removes one requirement from the checklist of one employee, without changing their roles. Use it when a document doesn't apply to a particular employee, for example a driver who is on long-term sick leave and doesn't need a valid driver card until they return. You add an exemption from the employee's page with a reason and an optional end date.
Exemptions are per employee and per requirement. The roles and the other employees are not affected.
Add an exemption
- Open the employee's page.
- In the "Documents" section, open the menu of the requirement and select "Exempt".
- In "Add exemption", enter the "Reason", so your colleagues and auditors know why the document is not needed.
- Optionally, set "Exempt until".
- Save.
You need permission to edit employees to add an exemption.
What an exemption does
While the exemption is in force, the requirement leaves the employee's checklist. It is not counted as missing or expired, it doesn't appear in the overview, and it doesn't raise any alerts.
- With an end date: the exemption is in force up to and including the "Exempt until" date. After that, the requirement returns to the checklist automatically.
- Without an end date: the exemption stays in force until you remove it.
You can exempt an employee from a requirement that comes from one of their roles, or from a document you asked them for directly.
While an employee is exempt from a requirement, the documents filed for that requirement are not shown on their page. They are not deleted and come back when the exemption ends.
View and remove exemptions
The exemptions of an employee are listed in the "Exemptions" section of their page, with the reason and the end date.
To end an exemption early, select "Remove exemption". The requirement goes back on the employee's checklist right away.
An exemption cannot be edited. To change its reason or end date, remove it and add a new one.
Things to know
- An employee can only have one exemption per requirement. If you try to add a second one, RePloyee tells you that the employee is already exempt from this requirement.
- An exemption only affects one employee. To stop asking a whole role for a document, edit the requirement and unselect the role, or make it optional for that role. See Requirements.
- To keep an employee's documents on file but take the employee out of the overview altogether, deactivate the employee instead. See Employees.
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