Difference between revisions of "Policies"

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



Revision as of 01:49, 23 June 2023

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.


Upload-policy.png

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.


Issue-policy.png

  • 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.


Issue-policy-send.png

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.

Edit-policy.png

Delete Policy Template

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.



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