Policy attestations

Ensure every employee has read and agreed to your company policies before they start. Upload policies like a Code of Conduct, WHS policy or privacy policy and present them as part of the onboarding flow. Employees review each policy, acknowledge it with a single click and can download a copy for their own records.

How it works

1. The employer uploads each policy to their onboarding content library with a name and description.
2. When creating an onboarding invite or a template, the employer chooses which policies to include and in what order.
3. The employee reads each policy in the flow and selects "Acknowledge policy". No signature is needed.

If no policies are chosen, the module is skipped automatically.

Features

• Upload policies as PDFs and manage them in the onboarding content library.
• Policies are versioned. Uploading a new version keeps the old one, and each employee's record holds a copy of the exact version they acknowledged.
• Employees can view and download each policy from the flow.
• The onboarding session returns policy_acknowledgements, with each policy's name, description and when it was acknowledged, plus a download link to the acknowledged copy.

Coming soon

• Ask existing employees to acknowledge a new version of a policy, not only new starters.

Missing something? Get in touch and tell us what you need.