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The company policies play a key role in establishing the guidelines for your employees. You need to set-up and release well-defined policies for the employees so that employees can abide and stay compliant to the company policies. You also need to share the company policies & forms with the employees, which helps the employees to outline the opportunities and the benefits provided by the company. The clearly stated company policies keep transparency among the employees & employer and also help to improve workplace morale. You can configure company policies such as Leave Policies, Data & Mobile Expenses Reimbursement Policy, various Attendance Policies, etc.

It is also a necessary process to gather and organize the employee information in the forms like Contract forms, Background check disclosure forms, Employee personal details form, or any other forms, etc. You can easily configure, manage, track, and maintain all these company policies & forms activities through GreytHR - Company Policies & Forms

To navigate, click Employee > SetupCompany Policies & Forms


Configuring Company Policy and Releasing Company Policy to the Employees

You can configure various company policies, and release it to your employees through the ESS portal. To configure and release a company policy to the employees, perform the following actions:

  1. On Company Policies & Forms page, click Company Policies tab.
  2. Click  to create a new company policy. Company Policy page appears.
  3. Under Policy Information, in Policy Name text box, enter Policy Name.
  4. Enter a description of the policy in the Description text box. 
    Ex: 
    Leave Policy 2020
  5. In the Serial No box, enter a serial number.
    Ex: G002
  6. Under Upload File, click Add Attachment icon. Select the PDF file from your local directory. After upload, the filename displays as follows:
      
  7. Under Company Policy Category, select the company policy category from the drop-down list.

    You can also create a new category or edit your existing category. To create a new category or edit your existing category, click Edit Category hyperlink. Company Policy Category pop-up appears. Click  to add a new category. To edit your Category, go to the required category text box for which you want to edit the category. Enter/ edit the category as per your requirements and click Save button.  


  8. Under Release and enforce policy, select the Release to employee self service portal check box if you want this company policy to be published/ released for employees in their self-service portal.
  9. Select the appropriate batch of employees from Employee Filter drop-down list. 
  10. Click Enforce this policy. Enforce Policy pop-up appears. 
  11. Click Confirm to enforce the policy. A success message appears.

    After you have enforced a policy, the Release to employee self service portal option is disabled. To enable and deselect the Release to employee self service portal option you must cancel the already enforced policy. To cancel enforcing the policy, you can click Cancel Policy Enforcement.


  12. Click Submit to release it to the employees
  13. You can see a successful message displaying . Employees can now login to employee self-service portal and view the released company policies under Documents.

    Under the Company Policy tab, you can see the list of configured company policies. 


Configuring Forms and Releasing Forms to the Employees

You can configure various forms as per your requirements, and release it to your employees through the ESS portal. 

To configure and release a form to the employees, perform the following actions:

  1. On Company Policies & Forms page, click Forms tab.
  2. Click  button to create a new form. Create Form page appears.
  3. Under Form Information, in Form Name textbox, enter Form Name.
  4. Enter a description of the form in the Description text box. 
    Ex: 
    Company Handbook 2020
  5. In Serial No, enter a serial number.
    Ex: G002
  6. Under Upload Form Template, click Add Attachment icon. Select the file from your local directory. After upload, the filename displays as follows:
       
  7. Under Form Category, select the company policy category from drop-down list.

    You can also create a new category or edit your existing category. To create a new category or edit your existing category, click Edit Category hyperlink. Forms Category pop-up appears. Click  to add a new category. To edit your Category, go to the required category text box for which you want to edit. Enter/ edit the category as per your requirements, and click Save button.  


  8. Under Release, select the Release to employee self service portal check box.
  9. Select the appropriate batch of employees from Employee Filter drop-down list. 
  10. Click Submit to release it to the employees.
  11. You can see a successful message displaying Employees can now login to employee self-service portal and view the released forms under Documents.

    Under the Forms tab, you can see the list of configured company forms.


Related Videos

  • To watch the video on how to create a company policy or form, click here