Available for the following plans: Lite, Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll
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
Getting started
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 dropdown 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:
- Group.
- 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
Organisations under subscription plans with access to the workflows feature can share policies with employees based on their work types or job titles. This can be done with the workflow where you assign policies after onboarding. You simply need to assign the needed work type or job title as a condition in the workflow.
If your organisation does not have access to the workflows feature, we recommend creating a team that includes the employees with whom you need to share policies. For example, 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.