Creating and Managing Policies
Policies can be published at Company, Branch or Role level and assigned employees can acknowledge them on the web or in the Engage app.
You must have the Admin: Companies authority to upload Policies.
- Company: Customer Admin > Organisation > Companies > View > Policies
- Branch: Customer Admin > Organisation > Branches > View > Policies
- Role: Customer Admin > Organisation > Employee Roles > View
Select the relevant Add New Policy option and complete the form.
Employees required to read the Policy receive an email and dashboard notification.
On the web, employees open Policies from Employee Profile > Documents > Policies. In the app, they use the Policies option. Engage records the employee, date and time when the acknowledgement is completed.
Open the Policy and select View Acknowledgements to see who has and has not acknowledged it. Use the resend option to remind outstanding employees.
See Reviewing Policy Acknowledgements for detailed instructions.
Delete a Policy that is no longer required, or make it Inactive to retain the document and acknowledgement history without displaying it to employees or sending review reminders. Inactive Policies can be reactivated later.
