Policy Re-Acceptance Workflow

In previous versions of our product, a policy acceptance was reset every time a policy was republished in the employee training portal, even if the changes were minor. This required employees to re-accept the policy each time.

However, we recognized that not every policy update necessitates a re-acceptance. With this new release, we've introduced a feature that empowers administrators to determine whether a republished policy requires re-acceptance from the employees.

Use Cases/Pain Points Solved

1. Inconvenience for Employees: Previously, every time a policy was republished, even for minor changes, employees had to re-accept the policy. This process was inconvenient and time-consuming for employees, especially if there were frequent updates.

2. Policy Compliance: Requiring re-acceptance for every republished policy could potentially lead to compliance issues if employees become fatigued or overlook the updates due to frequent requests for re-acceptance.

3. Flexibility and Control: This feature provides flexibility and control over the policy management process, allowing administrators to make informed decisions based on the significance of the policy changes.

How does it work?

• In the 'Employee Training Portal' settings, a policy acceptance reminder is sent by default when the policy is published for the first time.

• However, if any of the linked policies are republished, the admin is notified and asked if the policy needs to be sent for re-acceptance. If the preference is saved as 'Yes', then the policy is sent for re-acceptance. If it's saved as 'No', then the policy re-acceptance email is not sent.

• If the admin initially selected 'No' but later changed their mind about the re-acceptance, this option is available in the three dots menu on the 'Policy Detail' page.

Note: This feature is only visible for policies linked on the 'Employee Training' page in the 'Settings'.

• This new feature significantly improves the user experience for both administrators and employees by addressing the identified use cases. It refines the policy management process, facilitating a more user-friendly approach and ensuring improved adherence to organizational policies. This is just one of the many ways we continually strive to enhance our product and deliver value to our users.

If you have any questions or issues, please reach out to your assigned Customer Success Manager. They'll be happy to assist you!

To view all the product updates, please click here.