HR policies

HR → Policies lets you publish company policies to chosen employees, track who has acknowledged the current version, and remind those who have not.

Creating a policy

Click + New policy and fill in:

• Title, Category and Content (formatted text), plus an optional Attachment;
• the Audience: Everyone, By role or Selected employees;
• the validity (Effective from / Effective until);
• whether it is Active and whether it Requires acknowledgement.

If the policy requires acknowledgement, the targeted employees are notified.

Versions and acknowledgement

Every policy has a version number (e.g. v1). When editing, tick Publish new version: the version goes up by one and everyone has to acknowledge again. The Acknowledgement column on the list shows acknowledged / targeted for the current version. Click it to see who has and has not acknowledged, and to send a reminder.

Managing the list

Search by title or category and filter by active/inactive. On the selected policies you can Activate, Deactivate, Send reminder or Delete in one go. Clicking a title opens the policy's detail page, where delete sits in the dropdown next to Edit.

Tip: an inactive policy stays on record, but no reminders are sent for it.