This article explains how to send your organization'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 organization's policies. You can learn how to do so in this article.
Share organization 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 we are not asking employees to acknowledge non-mandatory policy content.
- Click the Compliance menu.
- Click the Company Policies submenu.
- Click the three dots button under Actions.
- Click the Share button.
- Click the Is this Policy mandatory? Check the box if all employees must acknowledge this policy.
- Choose from the following sharing options:
- All Employees.
- All Contractors.
- Click the Publish button.
Filter your policies
- Click the Compliance menu.
- Click the Company Policies 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 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: How do I set up my organization's teams via the HR platform?