Policy Management

Policy Management is where you upload company policies, choose who needs to read them, and track who has acknowledged them. Employees see the policies assigned to them under My Policies.

Overview

The page opens on two tabs:

• Active - policies currently in force
• Archived - policies you've retired

Two summary cards sit at the top:

• ACTIVE POLICIES - how many policies are currently active
• ACKNOWLEDGEMENT RATE - the proportion of assigned policies that have been acknowledged

The policy list shows AUDIENCE, LAST UPDATED, and ACKNOWLEDGED for each policy, along with the actions available.

You can filter the list by POLICY NAME or Audience, and select Export Report to download the list.

Create a Policy

Select Create New Policy and complete the form:

Field	Description
Policy Title	The name employees will see
Upload Document	The policy file
Issuing Department	The department publishing the policy
Audience	Who the policy is assigned to
Effective Date	When the policy takes effect

Starting from a template

Select Browse Templates to start a policy from a shared library of ready-made documents instead of a blank one.

• Each template shows its title, category (where set), and a short description
• Select Use this template to create a new policy pre-filled with the template's title and document

The new policy opens in the same form as Create New Policy, so you can finish Issuing Department, Audience, and Effective Date before publishing.

Choosing an audience

The Audience setting controls who the policy is assigned to. Depending on your choice, an additional field appears:

• Assign to specific departments - Select Depts appears, where you choose the departments
• Assign to specific people - Select Employees appears, where you choose the individuals

tip

Assigning to departments keeps policies current as people join and leave. Use specific employees when a policy genuinely applies to named individuals only.

Tracking Acknowledgements

The ACKNOWLEDGED column shows acknowledgement progress at a glance. For the detail, open the Acknowledgement Report:

• Select the ACKNOWLEDGEMENT RATE card to see every policy
• Select Acknowledgements on a policy's row to see that policy only

The report lists the employees assigned and whether they've acknowledged. Use the Policy filter to switch policies - when it's set to All, the table also shows a POLICY column. Filter further by status:

• All
• Pending - assigned but not yet acknowledged
• Acknowledged

Select Export CSV to download the report; each row lists the policy it belongs to.

Archiving a Policy

When a policy no longer applies, archive it. It moves out of the Active tab and into Archived, where it remains available for reference.

Best Practices

• Set an effective date so employees know when the policy applies from
• Assign by department wherever possible, so new starters pick up the policy automatically
• Check the Pending filter in the Acknowledgement Report to see who still needs to read the policy
• Archive superseded policies rather than deleting them, so you keep the record