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greytHR Admin portal

Configure company policies & forms

Updated on May-2023

The company policies play a crucial role in establishing the guidelines for your employees. You need to set up and release well-defined policies for the employees so that employees can abide and stay compliant with the company policies. You also need to share the company policies & forms with the employees, which helps the employees to outline the opportunities and the benefits provided by the company. The clearly stated company policies keep transparency among the employees & employer and also help to improve workplace morale. You can configure company policies such as Leave Policies, Data & Mobile Expenses Reimbursement Policies, and Attendance Policies.

It is also necessary to gather and organize employee information in forms like Contract forms, Background check disclosure forms, Employee personal details forms, or any other forms, etc. You can easily configure, manage, track, and maintain all these company policies & forms activities through our greytHR - Company Policies & Forms page.

To view the Company Policies & Forms page, click Employee > SetupCompany Policies & Forms.

Configure and release company policy to the employees

You can configure various company policies, and release them to your employees through the ESS portal. To configure and release a company policy to the employees, perform the following actions:

  1. On Company Policies & Forms page, click the Company Policies tab.

  2. Click Create New to create a new company policy. The Company Policy page appears.

  3. Under Policy Information, in the Policy Name text box, enter the required policy name.

  4. In the Description text box, enter a policy description.
    Ex: Leave Policy 2021

  5. In the Serial No text box, enter a serial number.
    Ex: G002

  6. Under Upload File, click Add Attachment icon to select the policy file from your local directory.

    Note: The file must be in PDF format.

  7. Under Company Policy Category, select the company policy category from the dropdown list.
    Note: You can also create a new category or edit your existing category. To create a new category or edit your existing category, click the Edit Category hyperlink. Company Policy Category pop-up appears. Go to the bottom of the pop-up window, and click Add Category. Click on Add Category to add a new category. To edit your existing category, go to the required category text box for which you want to edit the category. Enter/edit the category as per your requirements, and click the Save button.

  8. Under Release and enforce policy, select the Release to employee self service portal checkbox if you want this company policy to be published/released for employees in their self-service portal.

  9. From the Employee Filter dropdown list, select the appropriate batch of employees.

  10. Click Enforce this policy. Enforce Policy pop-up appears. 

  11. Click Confirm to enforce the policy. A success message appears.

    Note: After you have enforced a policy, the Release to employee self service portal option is disabled. To enable and deselect the Release to employee self service portal option, you must cancel the already enforced policy. To cancel enforcing the policy, you can click Cancel Policy Enforcement.

  12. Click Submit to release it to the employees. 

  13. You can see a successful message displaying the Company Policy created successfully. Employees can now log in to the employee self-service portal and view the released company policies under Documents.

    Note: Under the Company Policy tab, you can see the list of configured company policies.

Configure and release forms to the employees

You can configure various forms as per your requirements, and release them to your employees through the ESS portal.

To configure and release a form to the employees, perform the following actions:

  1. On the Company Policies & Forms page, click the Forms tab.

  2. Click Create New to create a new form. Create Form page appears.

  3. Under Form Information, in the Form Name textbox, enter Form Name.

  4. In the Description text box, enter the form description.
    Ex: Company Handbook 2021

  5. In Serial No, enter a serial number.
    Ex: G002

  6. Under Upload Form Template, click Add Attachment icon to select the form file from your local directory.

    Note: The file must be in PDF format.

  7. Under Form Category, select the company policy form category from the dropdown list.

    Note: You can also create a new category or edit your existing category. To create a new category or edit your existing category, click the Edit Category hyperlink. Forms Category pop-up appears. Click on Add Category to add a new category. To edit your existing Category, go to the required category text box for which you want to edit. Enter/edit the category as per your requirements, and click the Save button. 

  8. Under Release, select the Release to employee self service portal checkbox.

  9. Select the appropriate batch of employees from the Employee Filter dropdown list. 

  10. Click Submit to release it to the employees.

  11. You can see a successful message displaying the Form created successfully. Employees can now log in to the employee self-service portal and view the released forms under Documents.

    Note: Under the Forms tab, you can see the list of configured company forms.

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