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HR Policies

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

Features​

  • Policy Management - Create, publish, archive, and version company policies
  • Policy Categories - Organize policies into custom categories
  • Policy Distribution - Assign policies to specific employees or in bulk
  • Acknowledgment Tracking - Track which employees have read and acknowledged policies
  • Reminder Notifications - Send reminders to employees with pending acknowledgments
  • Policy Versioning - Create new versions of existing policies
  • Employee Self-Service - Employees can view and acknowledge assigned policies
  • Mobile App Support - Employees can view, acknowledge, and download policies via the mobile app

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​

Managing Policies​

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

Policies can be published, archived, or versioned from the policy detail page.

Policy Categories​

  1. Navigate to HR Policies > Categories
  2. Create custom categories to organize policies (e.g., Code of Conduct, Safety, IT Security)
  3. Toggle category status as active or inactive

Distributing Policies​

  1. Open a policy
  2. Click Assign to distribute to specific employees
  3. Use Bulk Assign to distribute to multiple employees at once
  4. Set acknowledgment deadlines

Tracking Acknowledgments​

  1. Navigate to HR Policies > Acknowledgments
  2. View acknowledgment status for all distributed policies
  3. Update deadlines for individual acknowledgments
  4. Send reminders to employees with pending acknowledgments

Policy Versioning​

When updating policies:

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

Previous versions are retained for historical reference.

Employee Self-Service​

Employees can access their assigned policies through the My Policies view:

  1. View all assigned policies and their statuses
  2. Read policy content and download documents
  3. Click Acknowledge to confirm reading

Changelog: View version history

Last updated on