# 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 $$ $\rightarrow$ $$ Employee Engagement $$ $\rightarrow$ $$ 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. *** #### 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.

*** #### 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.