Screenshot needed: Understanding Policies in Teamli.
Policies are company documents that staff need to read and acknowledge:
What are Policies:
- Company documents (PDF, Word files)
- Examples: Health & Safety, HR policies, Code of Conduct
- Version-controlled (track changes over time)
- Assigned to staff for acknowledgment
Policy Lifecycle:
- Draft: Policy is created but not yet published
- Published: Policy is live and can be assigned to staff
- Archived: Policy is no longer active but kept for records
Who Can Manage Policies:
- Admins: Create, edit, assign, and manage all policies
- Staff: View assigned policies and acknowledge them
Policy Categories:
- Policies are organized into categories (like folders)
- Categories can have subcategories for better organization
- Examples: HR / Policies, Health & Safety / Procedures
Why Acknowledge Policies:
- Compliance and legal requirements
- Ensure staff have read important documents
- Track who has acknowledged what
- Audit trail for regulatory purposes