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How to Add/Edit Policy for Onboarding

Navigating to Onboarding Policies
  • Click Administration from the top menu bar of Onboarding.


  • In the Administration menu, click the Policies tab.



Adding/Editing Policy

  • Click Add Policy. for a new policy or click the ... button from the Action column and click Edit for an existing policy.


  • Enter/edit the information for the policy.
    • Enter the sort order (e.g. 1,2,3,4,...)
    • Enter the title of the policy.
    • Enter the policy acknowledgment.
      • The statement entered in the policy acknowledgment field will be displayed to new hires.
      • If the policy does not have an attached document, the statement should read similarly to "I acknowledge that I am expected to..."
    • If the policy is to have an associated document, you can upload the document here.
      • Any attached document cannot be digitally signed or filled in. The document will be View-Only and electronically acknowledged.
      • The attached document should be in PDF format. 
      • If there is already a document uploaded, uploading a new document will replace the original.


  • Click Add/Save.
  • Once added, you will see the title of the policy you've added to your policy listing.
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