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Creating, Editing, and Deleting Policies

Creating a new Policy​

  1. Navigate to Policies > Policies

A screenshot of the user clicking the "Policies" menu folder, and then "Policies".

  1. Select New Policy

A screenshot of the "New Policy" button. The screenshot is annotated with a red box to highlight the location of the button.

  1. Enter the relevant details

A screenshot of the "New Policy" create screen, which contains the following fields: Document Name, Share Link, Status, Document Description. The screenshot is annotated with a red box to highlight the location of the important fields.

  1. Press + Create or Create and Open

A screenshot of the "+ Create" and "Create and Open" buttons at the top of the "New Policy" create screen. The screenshot is annotated to highlight the location of the buttons.

  1. Click on the Policy Embedded File and upload your policy document. (This step is required if you want a ShareLink to the policy to be sent out)

A screenshot of the Embedded files component at the top of the item page. The screenshot is annotated with a red box to highlight the location of the embedded files component.

  1. Press Save or Save and Close

A screenshot of the "Save" and "Save and Close" buttons on the item page. The screenshot is annotated with a red box to highlight the location of the buttons.

Editing a Policy​

  1. Navigate to Human Resources > Policies

  2. Open the desired policy. (Locate the policy by either scrolling through the list or using the search bar)

A screenshot of the user searching for the phrase "anti" and then clicking on the "Anti Bullying" policy item. The search bar and the item that appears have both been annotated with red boxes to highlight them.

  1. Edit the desired fields

A screenshot of the "Antibullying" page and its fields. The fields are: Document Name, Share Link, Document Description, and Status. The fields are annotated with a red box around them to draw the reader's attention.

  1. Press Save or Save and Close

A screenshot of the "Save" and "Save and Close" buttons at the top of an item page. The screenshot is annotated with a red box to highlight the location of the buttons.

Deleting a policy​

It is not recommended to delete a policy instead, change its status to Archived. This way you can maintain a record of past and current policies.

However, if you need to delete a policy due to incorrect data entry or a duplicate entry, you can do so in two ways: from the list or from the item page. Deleting from the list allows you to delete multiple policies at once.

Deleting Multiple Policies from the Policy List​

  1. Navigate to Human Resources > Policies

  2. Select the policies you wish to delete

A screenshot of the user selecting multiple items from the Policies data table. The policies have been selected, and this is visible due to the subtle grey background behind each item row, and the black, circle selection circles that contain a white checkmark. Three policies have been selected: AI Generation Policy, Desk Setup Policy, and Dress Code 3. The screenshot is annotated with a red box to highlight the selection circles.

  1. Press Delete X Policies

A screenshot of the "Delete X Policies" button at the top of the "Policies" data table page. The button reads "Delete 3 policies", as three policies were selected in the previous image. The button has a red icon of a trash can, and a red label. The screenshot is annotated with a red box to highlight the location of the delete button.

Deleting a Single Policy from the Policy Page​

  1. Navigate to Human Resources > Policies

  2. Open the desired policy item. (Locate the policy by either scrolling through the list or using the search bar)

A screenshot of the "Save" and "Save and Close" buttons at the top of an item page. The screenshot is annotated with a red box to highlight the location of the buttons.

  1. Press Delete

A screenshot of the delete button at the top of a Policies item page. The button has a red icon of a trash can, and a red label that reads "Delete". The screenshot is annotated with a red box to highlight the location of the Policy delete button.