Policies

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.

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.

Edit Policy Template

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

• 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.