Overview

HRMates Policy Setup allows to arrange company policies in groups and make groups viewable by set of employees.

Setup

Open Workforce menu⮕ Policy Setup menu

Add Folder with following attributes

• Parent folder: Select to make the folder as child of parent
• Inactive: if checked then folder is visible only to admin

Permissions

• Employees who can view policies
• Permission options are in Settings menu ⮕ Permissions menu ⮕ Permission Types grid, Calculator returns True if employee is in the permission type. Writing Calculators

Managers

• List of employees who will manage this folder

Documents

• Upload documents
• Enter Content: Content will be shown in a popup window

Policies

Employees can see policies from Top bar ⮕  button. Documents can be viewed and downloaded from this page.