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Renewing Policies

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Written by Shannon DeLange
Updated today

Renew a Policy

  • Navigate to the Policies page in the left-hand column under Compliance

  • Search for the policy you want to renew

  • Click the three-dots menu for the appropriate policy, then select View Details from the dropdown, or click directly on the policy name.

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  • Select the renewal model and update the policy, or renew without updates.

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  • Choose the approver.

  • You can assign the approval to another admin or assign it to yourself it you have admin permissions.

  • Click Next

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  • In the next step, the employee groups subject to reaccepting the policy will be listed in the pop-up modal. Policies, except the onboarding SLA, do not need to be reaccepted every year.

  • You will need to choose from the following options

    • Yes, ask employees to reaccept this policy. This will prompt employees to reaccept the policy, which is helpful when you have made significant changes to it, such as introducing a new section.

      • Note: Employees will be notified to accept the new policy based on the Employee Reminders settings

      • If employee reminders are not enabled, you can send a one-time manual reminder using the Send Reminder button from the People page.

    • Don't ask employees to reaccept this policy: Employees will not be asked to reaccept the policy. This is helpful when we have only made minor changes, such as fixing typos.

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  • Select Renew