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.