Policy acknowledgments

The Acknowledgments page tracks who has — and hasn't — confirmed they've read each policy, across every policy in one place. Open it from HR Policies > Acknowledgments in the left menu.

1. HR Policies — Open the HR Policies group in the menu.
2. Acknowledgments — Then choose Acknowledgments.

Steps

1. In the left menu, choose HR Policies > Acknowledgments.
2. Use the All Policies dropdown to focus on one policy, and the All Statuses dropdown to show only one status.
3. Use the Search acknowledgments... box to find a row by employee name or code, policy title or category.
4. Click a column header to sort.
5. Click the eye icon in the Actions column to open the full detail for a row.

What you'll see

The table has these columns:

• Employee — the assigned person (avatar, name and code).
• Policy — the policy title.
• Version — the policy version the employee was assigned.
• Status — a coloured badge:
  • Pending — assigned, not yet acknowledged.
  • Acknowledged — the employee has confirmed reading it.
  • Overdue — the deadline passed without acknowledgment.
  • Expired — the assignment is no longer current (for example a newer version exists).
• Assigned — when the policy was assigned.
• Deadline — when the acknowledgment is due, if a deadline applies.
• Acknowledged — when the employee acknowledged it.
• Actions — open the acknowledgment detail.

The detail panel

Clicking the eye icon opens a slide-over showing the Employee, Policy, Version and Status, the Assigned, Deadline and Acknowledged dates, the Assignment Note (if one was given), and the employee's Comments (if any).

Tips

• For the acknowledgment totals and list for a single policy — Total, Acknowledged, Pending and Overdue counts — open that policy from All Policies and look at its details page. See A policy's details.
• To create new acknowledgment records, assign the policy to the relevant employees. See Assigning a policy to employees.