Please see below the recommended steps to take when introducing a new company policy:
1. Inform your Members prior
We recommend notifying your Members via Push Notification, SMS or Email about the upcoming update or introduction of a Policy. Including when it will be introduced and what they are required to do once updated.
Tip: You can upload a copy of the policy to the email via the contact member screen ensuring they have plenty of time to read this.
2. Create and Activate New Policy
Click here to learn how to create a new policy: How to add or update a company policy?
If this policy is superseding an old policy please make sure you inactivate the previous version.
3. Inform your Members of the active new policy
We recommend informing your Members via a Push Notification as it will automatically open the app to prompt Members to read and sign the new policy. This can easily be carried out via the Contact Member Screen > Send SMS > Send as a Push Notification. This will prompt Members to access and the app will direct them to the policies to complete.