Policy Center

Policy Center

The Policy Center is your company's document library — the handbooks, guides and reference material your team can look up when they need it. It answers "where is the policy on…" without anyone having to ask.

Where: My Team › Tools › Policy Center

You need: the company policies right to manage; employees need only access to read image.png

Policy Center or Custom Policies?

Similar names, different jobs — and choosing wrongly is the main confusion here:

Policy CenterCustom Policies
What it isA library people can readA policy people must accept
The employee's actionOptionalRequired, and recorded
What you getAvailabilityEvidence of acknowledgement
Use it forHandbooks, guides, how-we-do-thingsCodes of conduct, IT policy, anything evidential

If you would ever need to prove someone was told, it is a Custom Policy. If you just need people to be able to find it, it belongs here.

What Happens Next

  • Published documents become available to the employees in scope, who can read them at any time.
  • No acknowledgement is recorded. Availability is all you get — which is the correct trade for reference material and the wrong one for anything you might need to enforce.
  • Updating a document replaces what people see; there is no version history presented to readers, so the current version is the only one.

Tips

  • Keep it small enough to browse. A library of nine documents gets used; a library of ninety gets searched once and abandoned.
  • Name documents for the question people ask, not the internal title. "Expenses — what you can claim" beats "Finance Policy 4.2".
  • Date every document visibly, inside the text. Readers cannot see version history, so an undated policy is one nobody knows whether to trust.
  • Review annually and delete what is dead. An out-of-date policy in a library is worse than no policy, because people follow it.
  • Move anything enforceable to Custom Policies. The moment a document might matter in a dispute, availability stops being enough.

Troubleshooting / FAQ

Q: How do I know who has read a policy? You cannot — the Policy Center records availability, not acknowledgement. Use Custom Policies if you need that.

Q: An employee cannot find a document. Check its scope, and check they have access. Then check the name — most "cannot find" is a document filed under a title nobody would search for.

Q: Can employees see old versions? No. Readers see the current document only, which is why dating the text matters.

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