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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.
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