Understanding Policies
Policies are company documents that staff need to read and acknowledge:
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Policies
Managing company policies, assignments, and compliance
Creating and Managing Policies (Admins)
Admins can create and manage company policies:
Organizing Policies with Categories
Categories help organize your policies into a clear structure:
Assigning Policies to Staff (Admins)
Assign policies to staff members or teams for acknowledgment:
Acknowledging Policies (Staff)
When a policy is assigned to you, you need to acknowledge it:
Policy Versions and Updates
Policies can be updated with new versions while maintaining history:
Compliance Reporting (Admins/Managers)
Track policy acknowledgment compliance across your organization:
My Policies Page
The "My Policies" page shows all policies assigned to you:
Policy Document Viewer
View policy documents directly in your browser:
Policy Audit Log
The audit log tracks all changes to policies: