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.

How to add a new Policy

1. Access Masters > Member Masters > Company Policies.

Open

You will be directed to the Compay Policies Master.

1. Add New Policy

Open

1. Enter the Policy name and upload the file

Click the green tick icon to save.

You can create policies as Inactive if you want to set them up prior to getting Members to Read and Sign. This can be handy as it allows you time to upload policy files and then choose a date/time when you wish to activate them all. 

How to Edit a Company Policy

Only recommend when changing previously uploaded policies due to display/grammatical errors or if you are wanting to activate a new policy for the first time.

1. Access Masters > Member Masters > Company Policies.

1. Select the Pencil next to the policy

1. Update the file or status

Click the green tick icon to save.

Note: You are not able to update a Policy Name once it has been created.