Policies - Revision history

Cienna: /* Upload Policy Template */

2023-06-23T01:50:46Z

Upload Policy Template

← Older revision		Revision as of 01:50, 23 June 2023
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	** NOTE: This will only accept PDF documents.		** NOTE: This will only accept PDF documents.
	<br>		<br>
			[[File:upload-policy.png\|1000px]]

	* Select your policy document by drag and drop or choosing a file.		* Select your policy document by drag and drop or choosing a file.
	* <b>File Name: </b> Allows you to change the name of the policy.		* <b>File Name: </b> Allows you to change the name of the policy.
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	* <b>Placeholders: </b> Using the preview window on the right, left-click and drag the placeholder names into the window, placing them where that piece of data will populate.		* <b>Placeholders: </b> Using the preview window on the right, left-click and drag the placeholder names into the window, placing them where that piece of data will populate.
	* Click Done to save your policy template.		* Click Done to save your policy template.
	~~<br>~~
	~~[[File:upload-policy.png\|1000px]]~~

	[[File: policy-upload-placeholder.png\|1000px]]		[[File: policy-upload-placeholder.png\|1000px]]

Cienna: /* Delete Policy Template */

2023-06-23T01:50:20Z

Delete Policy Template

← Older revision		Revision as of 01:50, 23 June 2023
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	==Delete Policy Template==		==Delete Policy Template==
	~~[[File:delete-policy.png]]~~

	* To delete a policy template, click the bin icon.		* To delete a policy template, click the bin icon.
	* Confirm the deletion prompt.		* Confirm the deletion prompt.
	<br>		<br>
	Even if you delete or edit a policy template, the document will still remain as-is on an employee staff card.		Even if you delete or edit a policy template, the document will still remain as-is on an employee staff card.
			<br>

			[[File:delete-policy.png]]



	[[File:back-button.png\|link=Contract Templates ]] [[File:home-button.png\|link=Main Page]] [[File:next-button.png\|link=Documents Sent]]		[[File:back-button.png\|link=Contract Templates ]] [[File:home-button.png\|link=Main Page]] [[File:next-button.png\|link=Documents Sent]]

Cienna: /* Delete Policy Template */

2023-06-23T01:49:56Z

Delete Policy Template

← Older revision		Revision as of 01:49, 23 June 2023
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	* To delete a policy template, click the bin icon.		* To delete a policy template, click the bin icon.
	* Confirm the deletion prompt.		* Confirm the deletion prompt.
			<br>
	Even if you delete or edit a policy template, the document will still remain as-is on an employee staff card.		Even if you delete or edit a policy template, the document will still remain as-is on an employee staff card.

Cienna: /* Edit Policy Template */

2023-06-23T01:49:46Z

Edit Policy Template

← Older revision		Revision as of 01:49, 23 June 2023
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	This will allow you to add, move and remove placeholders, rename the document title, or even upload a new document template if required.		This will allow you to add, move and remove placeholders, rename the document title, or even upload a new document template if required.
	<br>		<br>

	[[File:edit-policy.png]]		[[File:edit-policy.png]]

Cienna: /* Edit Policy Template */

2023-06-23T01:49:38Z

Edit Policy Template

← Older revision		Revision as of 01:49, 23 June 2023
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	==Edit Policy Template==		==Edit Policy Template==
	~~[[File:edit-policy.png]]~~
	To edit any placeholders or information within a policy template, click the pencil icon on the far left.		To edit any placeholders or information within a policy template, click the pencil icon on the far left.

	This will allow you to add, move and remove placeholders, rename the document title, or even upload a new document template if required.		This will allow you to add, move and remove placeholders, rename the document title, or even upload a new document template if required.
			<br>
			[[File:edit-policy.png]]

	==Delete Policy Template==		==Delete Policy Template==

Cienna: /* Issuing Policies */

2023-06-23T01:49:19Z

Issuing Policies

← Older revision		Revision as of 01:49, 23 June 2023
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	* On the left side, click the Page/Pencil Icon to <b>Issue Policy to Employee</b>		* On the left side, click the Page/Pencil Icon to <b>Issue Policy to Employee</b>
	** TIP: If you hover over the icons it will show a tool tip with the action.		** TIP: If you hover over the icons it will show a tool tip with the action.
			<br>
			[[File:issue-policy.png]]
			<br>
	* <b>Title: </b> Name of the file		* <b>Title: </b> Name of the file
	* <b>Employee: </b> Select the name of the staff member you wish to send this to		* <b>Employee: </b> Select the name of the staff member you wish to send this to
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	* If you added a Countersign field on the template, you’ll be prompted to enter the details of who will be countersigning this policy.		* If you added a Countersign field on the template, you’ll be prompted to enter the details of who will be countersigning this policy.
	* Click Yes to send to both the employee and countersign.		* Click Yes to send to both the employee and countersign.
	~~[[File:issue-policy.png]]~~		<br>
	[[File: issue-policy-send.png]]		[[File: issue-policy-send.png\|1000px]]

	==Edit Policy Template==		==Edit Policy Template==

Cienna: /* Upload Policy Template */

2023-06-23T01:48:22Z

Upload Policy Template

← Older revision		Revision as of 01:48, 23 June 2023
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	* Click Upload Policy in the top right.		* Click Upload Policy in the top right.
	** NOTE: This will only accept PDF documents.		** NOTE: This will only accept PDF documents.
			<br>
	* Select your policy document by drag and drop or choosing a file.		* Select your policy document by drag and drop or choosing a file.
	* <b>File Name: </b> Allows you to change the name of the policy.		* <b>File Name: </b> Allows you to change the name of the policy.
Line 13:		Line 14:
	* <b>Placeholders: </b> Using the preview window on the right, left-click and drag the placeholder names into the window, placing them where that piece of data will populate.		* <b>Placeholders: </b> Using the preview window on the right, left-click and drag the placeholder names into the window, placing them where that piece of data will populate.
	* Click Done to save your policy template.		* Click Done to save your policy template.
			<br>
			[[File:upload-policy.png\|1000px]]

	~~[[File:upload-policy.png]]~~		[[File: policy-upload-placeholder.png\|1000px]]

	[[File: policy-upload-placeholder.png]]

	==Issuing Policies==		==Issuing Policies==

Cienna: /* Delete Policy Template */

2023-06-23T01:38:06Z

Delete Policy Template

← Older revision		Revision as of 01:38, 23 June 2023
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	==Delete Policy Template==		==Delete Policy Template==
	[[File:delete-policy.png]]		[[File:delete-policy.png]]
	To delete a policy template, click the bin icon.
	Confirm the deletion prompt.		* To delete a policy template, click the bin icon.
			* Confirm the deletion prompt.

	Even if you delete or edit a policy template, the document will still remain as-is on an employee staff card.		Even if you delete or edit a policy template, the document will still remain as-is on an employee staff card.




			[[File:back-button.png\|link=Contract Templates ]] [[File:home-button.png\|link=Main Page]] [[File:next-button.png\|link=Documents Sent]]

Cienna: Created page with "Adding Policy documents into Wageloch as part of your onboarding flow is extremely easy to do and is very similar to adding a [Link=Contract Templates| contract template]. Th..."

2023-06-22T02:16:25Z

Created page with "Adding Policy documents into Wageloch as part of your onboarding flow is extremely easy to do and is very similar to adding a [Link=Contract Templates| contract template]. Th..."

New page

Adding Policy documents into Wageloch as part of your onboarding flow is extremely easy to do and is very similar to adding a [Link=Contract Templates| contract template].

The file type import is again limited to PDF files with the policy template having minimal default placeholders available, with only Employee Signature and Supervisor Countersign available.

==Upload Policy Template==
* Select HR from the top menu
* Select the Policies tab.
* Click Upload Policy in the top right.
** NOTE: This will only accept PDF documents.
* Select your policy document by drag and drop or choosing a file.
* File Name: Allows you to change the name of the policy.
* Title: Give the policy a title.
* Placeholders: Using the preview window on the right, left-click and drag the placeholder names into the window, placing them where that piece of data will populate.
* Click Done to save your policy template.

[[File:upload-policy.png]]

[[File: policy-upload-placeholder.png]]

==Issuing Policies==
* Open the HR Module
* Click the Policies tab.
* On the left side, click the Page/Pencil Icon to Issue Policy to Employee
** TIP: If you hover over the icons it will show a tool tip with the action.
* Title: Name of the file
* Employee: Select the name of the staff member you wish to send this to
* Place holders: Fill out each of the placeholders and click Done.
* If you added a Countersign field on the template, you’ll be prompted to enter the details of who will be countersigning this policy.
* Click Yes to send to both the employee and countersign.
[[File:issue-policy.png]]
[[File: issue-policy-send.png]]

==Edit Policy Template==
[[File:edit-policy.png]]
To edit any placeholders or information within a policy template, click the pencil icon on the far left.
This will allow you to add, move and remove placeholders, rename the document title, or even upload a new document template if required.

==Delete Policy Template==
[[File:delete-policy.png]]
To delete a policy template, click the bin icon.
Confirm the deletion prompt.
Even if you delete or edit a policy template, the document will still remain as-is on an employee staff card.