Policy Management

CitoHR's Policy Management feature allows organizations to publish company policies, track employee acknowledgments, and ensure compliance. Policies are organized by category and can be version-controlled.

Policy Categories

Policies are organized into the following categories:

• HR - Human resources policies
• FINANCE - Financial and expense policies
• IT - IT and technology policies
• HEALTH_AND_SAFETY - Health and safety policies
• COMPLIANCE - Compliance and regulatory policies
• GENERAL - General company policies

Viewing Policies

Click on a policy category to filter policies by that category. You can also search for specific policies by name or content. Each policy displays:

• Policy Name - Title of the policy
• Category - Policy category
• Version - Policy version number
• Last Updated - When the policy was last updated
• Read Status - Whether you have read and acknowledged the policy

Policy Management (Administrators)

Administrators can manage policies with:

• Policy creation and editing
• Version control and tracking
• Category assignment
• Publishing and archiving
• Update notifications

Acknowledging Policies

When you open a policy document, you can read the full content. After reading, click the "Mark as Read" or "Acknowledge" button to confirm that you have read and understood the policy. This acknowledgment is recorded and can be viewed by administrators.

Some policies may require acknowledgment before you can access certain features or continue with your work. You'll receive notifications when new policies are published or when existing policies are updated.

Policy Updates

When a policy is updated, you may need to re-acknowledge it. The system will notify you of policy updates and guide you through the acknowledgment process. Policies that have been updated since your last acknowledgment will be marked accordingly.