- Click Add a Custom Policy on the Policies page to upload a new policy.
- Add a policy title and a policy description and click Create
Upload Policies
- Select the policy you would like to edit or upload
- Start a new version by:
- Using the policy editor
- Use a pre-established template
- Make any necessary edits
- Submit for approval
- You can also delete and reset the template by selecting Delete and Reset in the top right-hand corner of the policy editor page.
- Using the policy editor
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- Once the edits have been made, select Submit for approval
- Choose the approver
- If you are the approver, you can approve the document. You can assign the approval to someone else if you do not wish to be the approver.
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- Once the policy Is approved, it can be assigned to employees in onboarding settings.
- If the policy has already been assigned to employees, you can ask them to reaccept it once it is approved from the pop-up modal.
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- docx & .pdf, and must be 50mb or less.
Renewing a Policy
- If no edits need to be made to a current policy and you would like to renew it, open the policy and select Renew.
- If the policy has already been assigned to employees, you can ask them to reaccept it once it is approved from the pop-up modal.
- Select Renew
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