How to send a policy for employee acknowledgment

  • Go to the HR Content Hub.
  • Select Policies.
  • Find the policy you wish to issue.
  • Once the policy is Active, you can choose who should receive this policy for acknowledgement. 
  • Before selecting the ‘Issue’ toggle, click on Edit to review who the policy will be sent to (see option 1 & 2 below).

Option 1 - If 'All Employees' is toggled on

  • Once the policy is Active, you can click the Issue toggle.
  • All employees will receive an email notification and action request informing them that there is a policy to sign.

Option 2 - If 'Select Employees' is toggled on

  • Once the policy is Active, you can click the Issue toggle.
  • The policy has not yet been sent to any employees.
  • Select Info to the right of the policy.
  • Click Activate on the employee/s you wish to issue this policy to.

Note: 

  • A policy will need to have the 'Active' toggle on in order for the 'Publish' and 'Issue' toggles to appear.
  • The 'Publish' toggle will not appear if a Policy Type has not been added.
  • The 'Show to New Employees' toggle will only appear once the 'Issue' toggle has been turned on.
  • NB: If you edit a policy and change the policy from 'select employees' to 'all employees' a notification will not be sent to employees. To send the notification, the 'issue' toggle needs to be unselected and selected again. Alternatively, select Info and hit 'Send Reminder Email'.