Creating Custom Policies

  • Updated

Creating Custom Policies 

  • From the left-hand navigation panel, select Policies 
  • From the top right-hand corner, select + Custom Policies

Screenshot_2023-04-25_at_11.16.32_AM.png

  • Add a policy title and policy description
  • Select Create 

Screenshot_2023-04-25_at_11.18.51_AM.png

  • Use the policy editor tool to draft the policy, upload from your computer, or sync a file from Confluence or Google Drive
  • Once the policy is drafted, you can continue to edit, or submit it for approval 

Screenshot_2023-04-25_at_11.21.14_AM.png

  • When submitting for approval, choose the approver, or approve the policy yourself if you have admin permissions 

Screenshot_2023-04-25_at_11.21.14_AM.png

  • Approve the employee assignment. When approved, these employees will be asked to accept this policy 

Screenshot_2023-04-25_at_11.23.58_AM.png

 

Was this article helpful?

Have more questions? Submit a request