How to Edit Policies to Onboarding

Excerpt From An Article

This article is an excerpt from another article: Complete Guide to Policies for Onboarding

Navigating to Onboarding Policies

• Click Administration from the top menu bar of Onboarding.

  

• In the Administration menu, click the Policies tab.

  

• From the Policies page, you will see any existing Onboarding policies or Upload Document Types.

  

• Under the Actions column, click the ... button.

  

• Click Edit.

  

• Edit the policy as needed.
  • Edit the sort order (e.g. 1,2,3,4,...)
  • Edit the title of the policy.
  • Edit the policy acknowledgement.
    • The statement entered in the policy acknowledgement field will be displayed to new hires.
    • If the policy does not have an attached document, the statement should read similar 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 are electronically acknowledged.
    • The attached document should be in a PDF format. 
    • If there is already a document uploaded, uploading a new document will replace the original.

  

• When finished, click Save.