Workplace policies and acknowledgements
Publish a handbook or another policy as a version, and see who has read and acknowledged it.
A policy is a document everyone, or the people in some positions or at some locations, reads and acknowledges.
Adding a policy
- In Policies, choose Add policy.
- Give it a title and a kind, and choose where its text is written: in Documents, or an uploaded PDF.
- Write the text in Documents with Open in Documents, or upload the PDF.
- Set who it applies to and within how many days to acknowledge it.
Publishing
Publish makes version 1, keeps its PDF, and asks everyone it applies to who has a Magpie account to acknowledge it. A published version never changes: to correct it, publish a new version with a line on what changed. Everyone is asked again.
A person reads the policy on My file and chooses I have read and understood, once per version. They are reminded seven days later and on the due date.
Who has acknowledged it
The policy's page lists who has acknowledged the current version and who is waiting, with Remind them, and every version. More downloads the acknowledgements as a CSV, and Retire stops asking while keeping every version and acknowledgement.
If something in Staff does not work as described, Contacter l’assistance.
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