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Policy Management

Distribute policies and prove they've been read.

Issue policies across your whole workforce, track acknowledgements in real time, and reissue updated versions with one click - with a full audit trail of every signature, ever.

Policy workspace

Published policy

Workplace Conduct

Version 3.2

Issued to all employees

Acknowledgement required

93%
231 accepted17 outstanding

Version history preserved

v3.2 · CurrentReacceptance issued
v3.1 · Superseded248 records retained
Reminder queued for 17 outstanding employees

Illustrative product preview

The policy problem

Policies are only as good as the proof they've been seen.

Emailing PDFs and hoping for the best leaves gaps in every direction - out-of-date versions in circulation, no record of who acknowledged what, and a scramble whenever an auditor asks for evidence.

workit replaces the inbox with a single source of truth. Distribute the right policies to the right people, track acknowledgements in real time, and update versions without losing a single signature.

Everything inside the module

The full policy lifecycle, handled.

From first publication through to version updates and reacceptance - every step is tracked against the employee record.

Central policy library

Create or upload every policy your business runs on and store them in one place - always current, always accessible, never living on a forgotten shared drive.

Acknowledgement or informational

Decide per policy whether staff need to sign off, or whether it's purely informational. Informational policies get distributed; acknowledgement policies are tracked until complete.

Smart notifications & nudges

Staff are prompted in-platform and over email when a new policy needs acknowledging, and reminded until it's done - no chasing by HR.

Per-employee compliance view

Open any employee profile and see every policy assigned to them and the current status - acknowledged, pending or superseded.

Per-policy compliance view

Open any policy and see every staff member it's assigned to, along with their acknowledgement status - perfect for audits and management reporting.

Live dashboards & graphs

Visual reads on acknowledgement health across the whole business - drill into a team, site or specific policy in seconds.

Version control with reacceptance

Update a policy and choose whether everyone needs to re-acknowledge. workit resets statuses to pending and reissues - a smart capability competitors simply don't offer.

Full acknowledgement history

Every past acknowledgement - including superseded versions - is preserved on the employee record. You can always prove what was signed, when and which version.

Built into onboarding

Issue policies as part of the onboarding workflow so new hires sign them on day one - no separate process, no missed acknowledgements.

Built for three perspectives

One module. The right view for every role.

Employee

My Policies

A single place for every policy assigned to you - those still to acknowledge, those already signed, and informational policies you simply need to be across. Open, read and sign off in a couple of clicks.

  • See every policy assigned to you in one view
  • Filter by pending, acknowledged or informational
  • Acknowledge and sign off in-platform
  • Access historical versions you've signed

Manager

Team Management

Managers see policy compliance across their direct reports, drill into a person to view every assigned policy and its status, filter by outstanding items and nudge staff who haven't acknowledged yet.

  • Team-level acknowledgement overview
  • Per-employee policy detail and history
  • Filter by status (pending, acknowledged, superseded)
  • Send reminders to outstanding staff

HR / Admin

Policy Management

Administrators control the policy library, assignments and version lifecycle - publishing policies, assigning in bulk, viewing responses on a policy-by-policy basis and reissuing updated versions with one click.

  • Build and maintain the central policy library
  • Assign policies in bulk to teams, sites or everyone
  • Review responses and audit trail per policy
  • Reissue updated versions with smart reacceptance

Connected by design

Sign on day one. Stay current forever.

Policies flow into onboarding so new starters acknowledge what they need on day one - and stay in lockstep with compliance and the wider employee record from then on.

  • Policies signed as part of onboarding
  • Acknowledgement history on every employee profile
  • Update once, reissue to everyone in a click
  • Audit trail tied to compliance and HR records
  • Live dashboards by team, site and policy

100%

Acknowledgement evidence captured

0

Lost or unsigned policy PDFs

1 click

Push an updated version to your whole workforce

Version control with reacceptance

Update a policy and decide whether everyone needs to re-acknowledge. Statuses reset to pending, history is preserved - a capability competitors typically can't match.

Built for Australian HR

Designed around the policy obligations of Australian businesses - particularly healthcare, aged care, childcare, education and government employers.

One HRIS, one record

Policies, compliance, onboarding and the employee profile stay in lockstep. No exports, no copies, no parallel systems to reconcile.

FAQ

Policy management software, answered.

What is policy management software?+

Policy management software is how HR teams distribute company policies, track who has read or signed off on them, and prove that policy compliance during audits. workit policy management software handles the full policy management lifecycle - from publishing a policy through to version updates and policy reacceptance - all inside the HRIS.

Can policies in the policy management module be informational only, or do they have to require sign-off?+

Either. Each policy in the policy management module is set as informational (distributed and visible to staff, no policy sign-off needed) or acknowledgement-required (staff are notified by the policy management module and prompted until they sign off). You can mix both across your policy management library.

How does policy version control and reacceptance work in the policy management module?+

When you update an already-acknowledged policy, the policy management module lets you choose whether everyone needs to re-acknowledge the new policy version. If you do, the policy management module resets statuses to pending and reissues the policy to the right people - without losing the historical policy acknowledgement record.

Is there a policy management audit trail of past acknowledgements?+

Yes. Every policy acknowledgement in the policy management module, including those against older or superseded policy versions, is preserved on the employee record. You can always show what version of a policy a staff member acknowledged, and exactly when.

Can policies be issued through onboarding via the policy management module?+

Yes. The policy management module integrates with workit's onboarding workflows so new hires acknowledge the policies relevant to their role as part of day one - no separate policy process and no missed policy acknowledgements.

How do I see who has and hasn't acknowledged a policy in the policy management module?+

Open any policy in the policy management module to see the full assigned list with each person's policy status, or open any employee profile to see all policies assigned to them. The live policy management dashboard rolls everything up with graphs by team, site and policy so you can spot gaps instantly.

Is workit policy management built and supported in Australia?+

Yes. workit policy management is built in Australia and supported by a local Australian team, with practical knowledge of Australian policy expectations and policy audit workflows.

Is the policy management module included in workit's price?+

Yes. The policy management module is included in workit's standard $5 per employee per month price - policy management and every other workit HR module are bundled, with no per-module policy management fees.

Ready to retire the PDF policy pack?

See workit's policy management module - and the rest of the platform - in a 20-minute walkthrough with our Australian team.

Book a demo

Pairs well with

Policies don't live in isolation

Pair policy management with the modules it naturally hands off to - incidents, onboarding and the wider compliance program.

Incident Reporting

When a policy is breached, capture the incident in seconds and link it back to the acknowledged policy version.

Explore Incident Reporting

Compliance Management

Track licences, qualifications and mandatory training alongside your policy library.

Explore Compliance Management

Onboarding

Push the right policies to new hires automatically - acknowledged before day one.

Explore Onboarding