Share company policies and see what still needs attention

Keep your company policies together in Smartly People Management. Share each one with the right people, ask them to acknowledge they've read and understood it, and see who has responded and who is still pending.

Sign up

Give your team one place to find policies

Upload your policies for easy access so your team always knows where to find the latest policy you’ve shared. Policies accepts PDF, CSV, JPG and PNG files, so Word documents need to be converted to PDF first.

Share each policy with the people it applies to

Choose who needs access to each policy and whether they only need to view it or acknowledge that they’ve read and understood it. They can complete the acknowledgement from their task list or from the policy itself.

See what's complete without chasing

Use the progress bar and per-person list to see who has acknowledged a policy and who is still pending. When a policy changes, share it again to create a new task for people to review and acknowledge the updated version.

Feature breakdown – Policies

Feature

Dedicated policy library

Keep company policies together in their own dedicated space, separate from ordinary files. This gives your team one clear place to find the latest policy you’ve shared.

Flexible sharing

Share each policy with the people it applies to, rather than making every policy available to everyone. You can choose the right audience each time you upload or re-share a policy.

View or acknowledge

Choose whether people only need to view a policy or acknowledge that they’ve read and understood it. They can complete the acknowledgement from their task list or directly from the policy.

Progress tracking

See overall acknowledgement progress at a glance, then check each person’s status to understand who has responded and who is still pending. This makes it easier to follow up without tracking responses manually.

Policy archiving

Archive policies you no longer need to keep your active library focused and up to date. If you need one again later, you can restore it to your policy library.

Supported files

Upload policies as PDF, CSV, JPG or PNG files. If your policy is a Word document, convert it to PDF before uploading it.

Not using Smartly payroll?

So you can manage your payroll and people all in one place our People Management product is available as an add on to either of our Payroll plans and is not available as a stand alone product.

Find out more

Still have questions?

Contact us