This article is intended for a manager or policy administrator.
This is where you set up what you want your employees to see on the portal, in other words, what documents will be offered to them on the portal, and also where you set up distribution lists for confirmation of understanding of policies, work procedures, or other documents. What you set up:
- The source of documents to be published on the portal (which organizers are the source)
- Distribution lists for confirmation of understanding documents can be set here
Setting up sources for the policy portal (only available in beta)
- Here you set which organizers are the source for the policy portal
- By default, it is the Policies & procedures organizer
- For example, you can add a manual organizer
- or other organizer according to your needs
How to add the additional organizer
- If you need to display any specific documents in the policy portal, you need to keep them in a separate organizer
- You name and set up such organizer as you need
- You turn it on and activate controlled documentation in it
- Once you have this setup, it will be displayed here in the add menu
Setting up distribution lists
- Distribution lists are used to distribute specific policies to specific employees or groups of employees
- In this tab, you set up and manage all distribution lists
- Here you will also find basic reporting for each distribution list (who has read it, who hasn't)
More information about setting up distribution lists can be found here.
