How do admin create and share company policy with employees?

greytHR allows to easily create and store various HR Policy documents and commonly used forms such as Employee Handbook, Leave Policy travel forms.

Admins can push these documents to all or a subset of employees in the employee portal.

To Create New company policy, the admin must perform the following actions:

1. From the Admin Portal, navigate to Employee > Setup > Company Policies & Forms to get started.
2. On the Company Policies & Forms page, click the Company Policies tab.
3. Click Create New to create a new company policy. Company Policy page appears.
4. Under Policy Information, in the Policy Name text box, enter Policy Name.
5. Enter a description of the policy in the Description text box. 
6. In the Serial No box, enter a serial number.
7. Under Upload File, click Add Attachment icon. Select the PDF file from your local directory.
8. Under Company Policy Category, select the company policy category from the drop-down list.
9. Under Release and enforce policy, select the Release to employee self-service portal check box if you want this company policy to be published/ released for employees in their self-service portal.
10. Select the appropriate batch of employees from the Employee Filter drop-down list. 
11. Click Enforce this policy. Enforce Policy pop-up appears. 
12. Click Confirm to enforce the policy. A success message appears.

1. Click Submit to release it to the employees. 

2. You can see a successful message displaying "Company Policy created successfully.

3. Employees can now login to the employee self-service portal and view the released company policies under Documents.

    

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Related Links:

Video: To watch the video on Company Policies & Forms, click here.

FAQs: To read more FAQs about Company Policies & Forms, click here.

Documentation: To learn more about Company Policies & Forms page, click here.

Product Update: To read about the product update, click here.