The policy portal is available in Aptien to all users who have it enabled.
- Employees can find policies, work instructions, SOPs, company standards, or any other document that your company maintains and needs employees to confirm their understanding.
- Every employee has all the documents here that their job title requires them to know.
Where to find the policy portal
The policies portal is available to users as a separate menu tab. All company policies and documents are available here, divided into three tabs.
- All - documents accessible to all employees
- Documents to confirm - contains all the documents you are required to read
- Done - contains all the documents you have already familiarized yourself with
What policies do employees see on the portal
Employees can see all company-wide policies and documents available to everyone, plus any required, role-based policies and procedures tied to their job. If a new policy needs your acknowledgment, you’ll get an email alert. After signing in to Aptien, you’ll find all items that need your acknowledgment in the Policy Portal.
Overview of all company policies
- On the “All” tab, you can view all company policies, procedures, and other documents available to all employees.
Job-related policies
- Employees also see job-specific policies that match their role and require acknowledgment.
How the employee confirms understanding of the policy
The list of documents with which the employee must confirm understanding is based on his or her job title and duties and is set by the policy administrator.
How to confirm familiarity with a document (policy, work procedure, instruction, standard)
- In the Documents to confirm tab, you can see the name of the policy. When you click on it, you will be able to read it online
- Open and read the document
- Click the "Confirm Familiarity" button to confirm your familiarity with the policy
