Read and acknowledge
Policies you're required to read and acknowledge, plus a yearly sign-off where set.
Where: Profile menu → Policies
Who can: Everyone
Policies
The policy library, organised by category, with who must acknowledge each policy and a dated changelog of every version.
Who uses itWorkerAdminPlanAll plans
On the worker side
1 featureFieldView and your profile menuOn the admin side
5 featuresDashboard and the Admin paneLibrary
Grouped under category headings; search filters as you type.
Where: Dashboard → Policies → Library
Who can: Policies: View
Policy tabs
Overview (category, description, visible to contractors), Assignment, Document, Acknowledgments and Changelog.
Where: Policies → policy
Who can: Policies: View
Publish a version
Upload a new version with the reason; it's logged in the Changelog.
Where: Policy → Document
Who can: Publish Policy Documents right
Acknowledgments
Who has and hasn't acknowledged each policy.
Where: Policies → Acknowledgments
Who can: Policies: View
Comments
Approve, hide or reply to comments on a policy.
Where: Policy → Comments
Who can: Admin, Company Admin
Related articles
- Policies and Documents: publish, assign and see who has read themAdd a policy or a document, choose who must acknowledge it, publish a new version the right way, and track acknowledgments.
- Documents, deleting records, and read-only accountsHow the Documents library is organised, what each record's Changelog shows, how a Company Admin deletes a record filed by mistake or closes the company, and what read-only means.
- Comments, and approving themWhere you can comment — action items, notices, policies and documents — why a worker's comment waits for an admin, how an Admin or Company Admin makes it visible, hides it or replies to it, and who is told.