Policies

The Policies screen is the central repository for the HR Manager or Admin to upload, organize, and distribute all official company rules, guidelines, and handbooks.

Navigating the Policies Module

• Location: Access this module through the main menu path: Home Employee Engagement Policies.

• Purpose: To provide a single, accessible, and structured location for all employees to reference official company documentation.

• Key Data: The list tracks the target Branch (if regional), the policy Title, a brief Description, and the file Attachment.

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Step-by-Step: Uploading a New Policy

1. Start the Policy Creation Form

• Initiate: Click the Plus Icon ($\text{+}$) in the top right corner of the screen to open the Add Policy form.

2. Enter Policy Details and Upload Document

• Branch ($\text{*}$): Select the Branch if the policy only applies to a specific location. If left blank, it applies company-wide.

• Title ($\text{*}$): Input the official Title of the policy (e.g., "Maternity Leave Policy").

• Attachment ($\text{*}$): Click "Choose File" to upload the policy document (PDF or similar file format). This field is mandatory.

• Description: Use the text box to provide a brief Description summarizing the policy's purpose and key audience.

3. Finalize and Save

• Review all mandatory fields ($\text{*}$) to ensure they are complete.

• Click the green "Save" button to finalize the policy record.

• The policy will now be listed in the table and accessible to relevant employees.

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Managing and Auditing Policies

• Searching: Use the "Search policy..." bar to quickly find any policy document by title or keyword.

• Reviewing and Updating: Use the action button in the Actions column to view the document, update the description, or upload a revised version.

• Compliance (Implied): By providing a clear record of policies, the module aids in demonstrating legal and HR compliance.