Policies

This screen allows you to assign your employees to company policies. The available policies can be customized from the Edit Tables section of the main Admin tab. The default policies are available by default: "Conduct," "Dress Code," "Harassment," and "Pay Policies."

Policies are assigned to your employees, and a policy status is specified. The available policy status options can also be customized from the Edit Tables section of the program. The default options are "Needs Review," "Active," Enforced," and "Not Enforced."

Assigning Employees to Company Policies

1. From the row of navigation tabs at the top of the screen, click on "HR." The "HR Main" screen opens.

2. From the row of links located directly below the main program navigation tabs, click on Policies.

3. Select the desired employee from the Employee drop-down menu. Click on the icon to select the department from a map.

4. Employees are assigned to new policies from the Add Policy section located on the right-hand side of the screen.

5. Select the desired company policy from the Policy drop-down menu.
   Note: The contents of this field can be customized from the Edit Tables section of the program.

6. Select the desired Policy Status from the drop-down menu.
   Note: The contents of this field can be customized from the Edit Tables section of the program.

7. Click on the [SAVE] icon to assign the policy to the employee.

Editing and Deleting Existing Policy Assignments

Each policy that the employee is assigned to is displayed under the Policies header located on the left-hand side of the screen.

• The Policy column displays the name of each policy that the employee is assigned to. The setting in this column is a link. Click on the link to edit the policy assignment.

• The Policy Status column displays the status assigned to the policy.

• Click on the icon to unassign a policy from an employee.