Manage policies

As an HR manager, you can effectively manage company policies and guidelines using the Policy Framework tab.

Creating a new policy

To create a new policy, click the +policy button located at the top right of the page.

Then fill in the policy name and description.

Note: When creating a new policy, it will be placed in the Inactive tab. You'll need to make it active before it can be used.

Editing a policy

To edit a policy being by clicking on the Edit text left of the policy.

Policy Metadata

To edit the policy metadata click the Edit metadata button.

Metadata includes key information such as name, description and status. You may also link a policy to other policies, guidelines and SOPs.

Policy category and items

Policies include items which are grouped in a category.

To add a new policy category click the Add a new category button.

To add a new policy item click the Add policy Item button.

Note: The policy category is different to the policy's metadata category

Approval Process

When making changes to a policy it will need to be approved. The approval steps are listed below.

Review - Approve - Publish

Assigning policies to roles

Policies that have their default status turned on will be assigned to all staff. Other policies will need to be assigned manually to each role or person. You may do that in the people tab.

People