Renewing Policies

  • Updated

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 modal, and choose to Update the policy and renew, 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 permisisons
  • 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. This is helpful when you have made significant changes to this policy, 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 to it, such as fixing typos.

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  • Select Renew