Policies

As a first step you simply need employee data, at the least names and email addresses. Either upload these easily via Excel import, or you can authorize us to set up an automatic synchronization with an existing active directory or HR system.

You can now send policies either to all employees or to specific target groups with one simple click. Target groups can be defined, for example, by department, company or job title of the employees. The target employees will then receive an email with a link to the policy and are asked to confirm it with one click.

Particularly convenient: When employees join the company or change department, the relevant guidelines are automatically sent to them – without any action required on your part.

Existing policies can either be uploaded as PDF files or created as HTML content. PDF files offer the advantage that an existing guideline layout can be easily adopted – however, the handling is not very practical for smartphone users.

The HTML version is better suited for this purpose. These can be created in the system using an HTML editor. Policies also offers the option to store short versions of the policies. This way your employees can easily read the most important points of a policy while on the move.

Policies can be made available to employees in any language worldwide. There are no restrictions regarding countries – you decide yourself which countries should be activated.

It is also possible to create policies in multiple languages. Employees will then automatically receive a specific policy in their preferred language if the policy is available in that language.

Our standard API allows you to connect to all common systems in which companies store employee data. These include Active Directory and Azure AD and HR systems such as SAP SuccessFactors, Workday and numerous other providers.

To automatically synchronize your employee data, an IT project manager will be at your disposal to set up the connection together with your IT department and test it in depth. It goes without saying that this connection meets the highest security and encryption standards.

Yes, after a one-time setup, your employees will be able to log in to Policies with their regular Windows password, for example. This makes it easier for your employees to use the system and significantly increases adoption.

The setup of SSO is simple and we can provide your IT department with all necessary information to perform the one-time setup.

The pricing model is primarily based on the number of users who will receive and confirm policies – in most cases, the number of employees. The number of languages used and additional options such as Single Sign On (SSO) or the synchronization of employee data also influences the final price.

Please contact us for a demo and a non-binding offer.