Policies

A policy is a written document outlining the rules and protocols for a specific kind of conduct in the workplace. Policies can be required for compliance, provide guidance on maintaining a safe working environment, or be company-wide directives established by HR.

Policies may require practical training sessions, or may simply be required reading for employees. You can use the same workflow for both distributing policy documents and assigning practical training sessions.

Add Policies

To add a policy, first make sure it is saved as a pdf.

Then select the Manage Policies button on the top row of the control center screen.

Click Add Policy.
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You will arrive at this screen to create a new policy.

Name the policy, upload your pdf, and add any relevant notes and location information.

Check on last updated field here

Last Reviewed refers to the date this policy was formally reviewed.

Last Updated is automatically set when the version number changes.

You will need to give the policy a version number so that you can track changes to the document and ensure that employees have read the most up to date version.

When the document’s version number is changed, employees assigned to that policy will automatically be notified, and receive the new policy to sign. If the company doesn’t have employee communication setup, then the policy should be “open” to be manually verified.

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Send Policies

To send policies, click the Send Policy button on the upper right of the Policies Screen.

Here you can select a Location.

Nextcheck the box next to policies you wish to send.

And select the employees you wish to send the policies to. You can filter employee names by role and department at left.

Clicking on Request Signatures will send the policies you selected to the employees you selected.