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Member Master - Company Policies

Company policies provide the ability to upload global documentation that is mandated to be read and accepted by Applicants and Members.

It is important to note that these policies are global and will apply to all Applicants and Members regardless of industry or qualification.

Some examples of documentation that can be uploaded include but are not limited to:

  • Employee Handbook
  • Terms of Service
  • Company Expectations/Code of Conduct
  • Confidentiality/Non-disclosures
  • Timesheet Submission Policy

Please note that Applicants will only be able to view and accept company policies after access to the Applicant Portal is provided. 

Or if you would like to hide this from the applicant portal and just get them to sign them all via the members app once they are activated as the app will not work without signing and being compliant with all policies

How to add a new Policy:

  1. Access Masters > Member Masters > Company Policies. You will be directed to the Company Policies Master.
  2. Add New Policy:
  3. Enter the Policy name and upload the file.
    1. Please note the  File Format accepts only:.txt,.pdf , Max total file size -5MB
  4. Click the green tick icon to save

These policies will then appear in the Members' App under the more options tab (top-left hand corner of the screen) --> Employment Policies, this will appear per the below screenshot:

This will be visible on the Staff Portal under a particular member's Member Card --> Employment Policies, this will appear per the below screenshot:

Regular questions regarding police policies:

1. Can I have a report on all policies signed? No, we don’t have a report available, but it’s been listed as a feature request.

2. If I override a policy that already exists, will they have to resign it? No, they’ll only need to sign a new policy – not an edited one.

3. Can I have policies per industry or qualification? No, you can’t. That function isn’t there yet, but it’s in our product backlog to be reviewed.

4. How do I best implement a new policy? Read this article. 

5. Is this a digital signature like a signed form pdf that I can download. No, If you would like an e-signuture, please use our XeopleSign Feature