Policies

Policies can be added in Engage at company, branch or role level.

To upload at Role Level, click on Customer Admin / Organisation / Employee Roles / "View" next to the relevant role / "Add New Role Policy" and follow the prompts. 

To upload at Branch Level, click on Customer Admin / Organisation / Branches / "View" next to the relevant branch / Policies / "Add New Branch Policy" and follow the prompts.

To upload at Company Level, click on Customer Admin / Organisation / Companies / "View" next to the relevant company / Policies / "Add New Company Policy" and follow the prompts.

Please note, only those with Admin: Companies authority will have the ability to upload policies. 

When a policy is uploaded, all staff required to read the policy will be automatically notified by email and dashboard notification.

Employees can access their Policies via their employee bio on the web (Employees / View / Documents / Policies) and then click on the document link next to each uploaded policy. 

Once the policy is opened, the employee will be asked to check the confirmation box to ensure they will read and acknowledge the policy. At this point we will capture their user ID, date and time as proof that they have read the policy.

Employees can also acknowledge Policies on the go with the Engage app. To do this, they just need to click on the Policies button on the app which will take you straight to the list of all applicable policies that you can acknowledge.

From there, you can click "View" on the policy you would like to read. Policies marked with a green tick show that you have already acknowledged a policy, whereas if you are yet to check them out, this shows with a red ! 

A policy tracking report is available via the Customer Admin section. By clicking on Customer Admin / Organisation / Companies, Branches or Role / "View" next to the relevant branch / Policies / "View" next to the relevant policy, you are able to report who has and has not read the policy. 

If required, the policy email can be resent to those that haven't read the policy as a friendly reminder. This can be done via the "resend" icon next to the policy name on the list of uploaded policies.

If a Policy gets updated, you can either Delete the Policy if it is no longer relevant, or make it Inactive. All Policy documents at Company, Branch and Role level can be made Inactive / Active as required. If a Policy is made inactive, all documents and read receipt information is retained, but the review reminder emails will not be sent out, and the Policy will not appear under an employee's bio. If you change your mind at a later stage, you can reactivate an old Policy document. 

If you have any further queries about Engage or using Policies, please email support@engagesolutions.co.nz and we will get back to you as soon as we can.