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How to Create Policies

Prerequisites: None Alternatives: None See Also: None

The Policy Manager screen allows the user to manage your corporate Policy.

  1. From the Main Menu select and expand the HR (Human Resources) folder icon, Click on the Policy Manager icon.
  2. This will bring up the Policies screen General tab.
  3. To Add a new Policy
    1. Press the Add button
    2. This will bring up the Add/Edit Policy screen.
    3. FIll in the required fields
      1. Company
      2. Name
    4. Fill in the optional fields.
    5. Press the Save Button to save this Policy information.
    6. Click on the Policy tab and enter all the Policy information
    7. Press Save to save this information.
    8. Click on the Notes Tab to add a note about this Policy (See How to Add Notes).
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