Documents & policies

Manage organization documents and policies

Admin: publish organization policies. Employee: open the available company policies and review their details.

What this does

Company Policies lets Admins publish policies and employees review the policies available to them.

Steps

  1. Admin: Open Company Policies to add or update an HTML or PDF policy. Complete the fields and upload the policy file shown in the form, then save.
  2. Employee: Open Company Policies and select a policy to read its details.
  3. Use the policy's available response or acknowledgement action when one is presented.

Result

The employee policy list reflects the policies available to your organization and role.

Related/Next guide: Use the Documents Center.