This article explains how to send your organisation's policies to your employees. You can choose to share policies with different employees based on things like their team, location or employing entity. You can also share policies with individuals if required. This article also explains how to filter your policies within the policy management page.
Note: Before you send policies to your employees, you need to create your organisation's policies. You can learn how to do so in this article.
Interactive learning
Share organisation policies with employees
Employees can only view or acknowledge policies assigned to them, and you can only report on policies marked as mandatory via the Policies Report. The reason for this is due to us not asking employees to acknowledge non-mandatory policy content.
- Click the Compliance menu.
- Click the Policy Management submenu.
- Click the Actions button.
- Click the Share button.
- Click the Is this Policy mandatory? checkbox if all employees must acknowledge this policy.
- Choose from the following sharing options:
- All Employees.
- All Contractors.
- Share to individuals that match any of the following:
- Team.
- Location.
- Employing entity.
- Individual.
- Click the Publish button.
Filter your policies
- Click the Compliance menu.
- Click the Policy Management submenu.
- Click the Filter button.
- Choose from the following:
- Show all.
- Status:
- Published.
- Draft.
- Archive status:
- Archived.
- Active.
Further information
You can only share policies based on the following:
- All employees.
- All contractors.
- Teams.
- Locations.
- Employing entities.
- Specific individuals.
If you have some policies that need to be shared with employees under certain work types or job titles, we recommend creating a team based on those.
For example, let us say you need to share policies with your casual employees. You can create a team (e.g. "Casual"), add the concerned employees to that team, and enter "Casual" in the share settings of the policy.
To learn how to create a new team, please refer to this article: Set up my organisation's teams
Explore related content
- Use the advanced template editorThis feature allows you to add a template, edit the content if the information contained within changes, and print out a hard copy.
- Run a report on policies and induction contentThis feature allows you to create a report on what documentation your employees have acknowledged and what is still overdue.