How can I create a Company Policy?

To create a new Company Policy, perform the following actions:

1. Navigate to Employee > Setup > Company Policies & Forms. 
2. Under the Company Policies tab, click Create New button. The Create Company Policy Page appears.
3. Under Policy Information, in Policy Name text box, enter Policy Name.
4. In the Description text box, type the description for the company policy.
   Ex: Leave Policy 2020 for Bangalore Employees
5. In the Serial No box, type a unique serial number for the company policy.
   Ex: G002
6. Under Upload File, click Add Attachment icon. Select the PDF file from your local directory. Only PDF files can be uploaded.
7. After the file is successfully uploaded, you can select the company policy category from the Company Policy Category drop-down 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 Edit Category hyperlink. Policy Category pop-up appears. Click Add Category to add a new category. To edit your 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.  
8. Under Release, select the Release to employee self service portal check box if you want this company policy to be released for employees in their self service portal.
9. Select the appropriate batch of employees from Employee Filter drop-down list.
10. Click Submit. The company policy will be now accessible for the employees if you have selected Release to employee self service portal check box.

Related Links:

• Documentation Page - To learn more about Company Policies & Forms from our documentation page, click here.
• Product Update - To read the product update related to Company Policies & Forms, click here.
• Video - To watch the video on how to create a company policy or form, click here.