Company policies set out expectations for employees and support regulatory requirements. In practice, these workplace policies often take the form of staff guidelines or compliance documents. Uploading them into the system makes it easier for staff to find the right information and for managers to keep records current. This guide explains how to add company policies so they are stored, searchable and available when needed.
Quick Guide
Uploading Company Policies
From the Dashboard, click on your Account Profile icon in the top right, next to the cog icon.
Select Account Settings.
Navigate to HR Documents.
Select UPDATE from the right.
Scroll to Default Compliance Documents.
Here you can view and edit the company’s existing default compliance documents.
You can also identify policies that exclusively apply to your venue.
Select UPLOAD Policies DOCUMENTS.
De-select Add business logo for documents that already contain your logo.
Upload your document. It must be a PDF.
To save, click on the X in the top right corner.
Your uploaded document will now appear in the document list.
To add a document that only applies to one venue (such as an orientation), scroll to Venue and repeat this process.