How can admin upload company policy?

Uploading a company policy refers to the process of digitally transferring or adding a company's policy document or documents to an internal system, intranet, document management platform, or any other designated repository.

To upload a company policy, the admin must perform the following actions:

1. From the greytHR Admin login, navigate to Employee > Setup > Company Policies & Forms. The Company Policies & Forms page opens.

2. Click the Company Policies tab.

3. Click Create New to create a new company policy. The Company Policy page appears.

4. Under Policy Information, in the Policy Name text box, enter the required policy name.

5. In the Description text box, enter a policy description.
   Ex: Leave Policy 2021

6. In the Serial No text box, enter a serial number.
   Ex: G002

7. Under Upload File, click Add Attachment icon to select the policy file from your local directory.

   Note: The file must be in PDF format.

8. Under Company Policy Category, select the company policy category from the dropdown list.
   Note: You can also create a new category or edit your existing category. To create a new category or edit your existing category, click the Edit Category hyperlink. Company Policy Category pop-up appears. Go to the bottom of the pop-up window, and click Add Category. Click on Add Category to add a new category. To edit your existing category, go to the required category text box for which you want to edit the category. Enter/edit the category as per your requirements, and click the Save button.

9. Under the Release and enforce policy, select the Release to employee self service portal checkbox if you want this company policy to be published/released for employees in their self-service portal.

10. From the Employee Filter dropdown list, select the appropriate batch of employees.

11. Click Enforce this policy. Enforce Policy pop-up appears. 

12. Click Confirm to enforce the policy. A success message appears.

    Note: After you have enforced a policy, the Release to employee self service portal option is disabled. To enable and deselect the Release to employee self service portal option, you must cancel the already enforced policy. To cancel enforcing the policy, you can click Cancel Policy Enforcement.

13. Click Submit to release it to the employees. 

14. You can see a successful message displaying the Company Policy created successfully. Employees can now log in to the employee self-service portal and view the released company policies under Documents.
    Note: Under the Company Policy tab, you can see the list of configured company policies.

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Related Links:

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

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

Documentation - To read more about the Company Policies & Forms page, click here.

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