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HR Policies

Comprehensive policy management system for creating, distributing, and tracking employee acknowledgments of company policies.

Features​

  • Policy Creation - Create and manage company policies
  • Employee Acknowledgment Tracking - Track which employees have read and acknowledged policies
  • Policy Distribution - Distribute policies to specific employees or groups
  • Compliance Reporting - Monitor policy acknowledgment compliance

Requirements​

  • Open Core Business Suite v5.0+
  • PHP 8.2+

Dependencies​

This module has no dependencies on other modules.

Installation​

Enable via Admin Panel​

  1. Log in as administrator
  2. Navigate to Settings > Addons
  3. Find HR Policies and click Enable
  4. Run migrations if prompted

Enable via Command Line​

php artisan module:enable HRPolicies
php artisan migrate

Usage​

Creating Policies​

  1. Navigate to HR Policies > All Policies
  2. Click Create Policy
  3. Fill in policy details:
    • Policy title
    • Category (conduct, safety, IT, etc.)
    • Policy content (rich text editor)
    • Effective date
    • Version number
  4. Attach supporting documents if needed
  5. Save as draft or publish

Policy Categories​

Organize policies by category:

  • Code of Conduct - Behavioral expectations
  • Safety & Health - Workplace safety guidelines
  • IT & Security - Technology usage policies
  • Leave & Attendance - Time-off policies
  • Compensation - Pay and benefits policies
  • Anti-Harassment - Workplace conduct policies
  • Custom Categories - Create your own

Distributing Policies​

  1. Open a policy
  2. Click Distribute
  3. Select recipients:
    • All employees
    • Specific departments
    • Specific designations
    • Individual employees
  4. Set acknowledgment deadline
  5. Configure reminder notifications
  6. Distribute the policy

Tracking Acknowledgments​

  1. Navigate to HR Policies > Acknowledgments
  2. View acknowledgment status:
    • Acknowledged
    • Pending
    • Overdue
  3. Filter by policy, department, or employee
  4. Send reminders to pending employees

Employee Policy Portal​

Employees can access policies:

  1. Navigate to My Policies
  2. View assigned policies
  3. Read policy content
  4. Click Acknowledge to confirm reading
  5. Download policy documents

Policy Versioning​

When updating policies:

  1. Open the existing policy
  2. Click Create New Version
  3. Make updates to content
  4. Publish new version
  5. Redistribute for acknowledgment

Previous versions are retained for historical reference.

Viewing Reports​

Access policy reports from HR Policies > Reports:

  • Acknowledgment completion rates
  • Overdue acknowledgments
  • Department compliance summary
  • Policy distribution history
  • Employee acknowledgment history

Configuration​

Configure policy settings in Settings > HR Policies Settings:

  • Default acknowledgment deadline
  • Reminder notification frequency
  • Policy categories
  • Email templates
  • New employee policy assignments
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