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Software for Policy Management and Compliance

Presentation and Agreement

You determine the most appropriate way for policies to be presented to staff at the desktop, with all communications logged and audited. Typical approaches:

  • At login, if a user is identified as not 'up to date' with a policy - new starters, new or amended policies, role changes, a policy marked for automatic re-presentation, say, every 12 months
  • Via a controlled email link to policies requiring attention. Failure to agree within set timescales triggers automatic reminders, but only to those staff with policies requiring attention
  • Linking to applications e.g. an attempt to launch an application triggers the presentation of policies
  • For users without PC access, a facility to generate paper policies containing employee-specific 2D barcodes which can subsequently be scanned into PolicyMatter
Policy status page 2

Flexible controls make policy communication via Policymatter a rich and powerful experience that is effective for policy owners and gives clarity to employees in equal measures:

  • A combination of policy types - 'Requires your agreement' with unavoidable deadlines and mandatory agreement, 'For Information Purposes', 'Requires your Attention'
  • Easy 2-click access for staff from bookmark or Desktop icon  to their own 'My Library', a store of all the policies relevant to them
  • The ability to prioritize policies in tiered Timescales for agreement
  • If required, obligatory agreement within set timescales
Affirmation 2
  • Atomatic 'highlighted' presentation of amended clauses
  • Branding to the corporate identity
  • Optional consultation facilities, requesting feedback or approval
  • Concurrency thresholds i.e. the ability to limit the number of people presented with policy at any one time
  • Provisions for staff on vacation or on extended leave
  • 'Search' facility to locate policies

Next: Questionnaires and Understanding


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