How to create a Policy

You can create policies in HR Duo

1. Go to the HR Content Hub.
2. Select Policies.
3. Click on Create New+ .
4. In the next window, you can choose a Policy Type, giving the policy a Title and clicking Continue.
5. On the left you can see formatting options.
6. You can start to create a policy by populating the page with your content, adjusting the fields on the right if needed and once happy click Save.
7. Use the Edit button to make any changes you require.
8. When you are happy to publish your policy, Toggle on the Active button. 
9. This policy will then be available to be published, issued to new staff or set up so that new staff will get this policy.
10. Toggling on Publish will make the policy available in the Information and Guidance section of HR Duo where all staff can view this policy.
11. You can now view the policy in Information and Guidance.
12. To issue a policy to staff, activate the Issue toggle.
13. Staff will now receive an email and action request advising them to review and acknowledge the policy. (Once the employee acknowledges a policy, a copy will be saved in their resources folder). 
14. Switching on the Show to New Employees toggle will ensure the policy goes to new starters for acknowledgement.
15. See who has read and acknowledged the policy using the Info button , where you also have the option to Send Reminder Email from here.