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How to create a Policy

HR Duo System Guide

How to create a Policy

https://vimeo.com/hrduo/howtocreateapolicy?share=copy

Instructions

  1. Go to the HR Content Hub

  2. Select Policies

  3. Click on Create New+ 

  4. In the next window, you can create a policy.

  5. On the left you can see formatting options.

  6. You can start to create a policy by populating the page with your content, giving the policy a Title and clicking Save 

  7. You can then click on the Edit and Save buttons to carry on working on your policy.

  8. Once you have created your final policy and are happy to publish it, complete the fields on the right.

  9. When you are happy to publish your policy, select a Policy Type. This policy will then be published in the Information and Guidance section of HR Duo where all staff can view this policy.

  10. You can now view the policy in Information and Guidance  

  11. Toggle Active if you require employees to acknowledge acceptance of this policy. When a policy is made Active, employees will receive an email advising them there is a document on their HR Duo Dashboard requiring their attention (Once the employee acknowledges a policy, a copy will be saved in their resources folder). 

  12. You can view who has read and acknowledged the policy and you also have the option to  Send Reminder Email from here.

For more information please submit a ticket on https://my.hrduo.com or on your HR Duo Go App and one of the support team will get back to you.