How do I get staff to agree to policy changes?

Enabling Staff Agreement

1. Navigate to the Policies screen
2. In the list of policies, click the Edit Pencil to edit the policy
3. Navigate to the Workflow tab
4. Locate the option: "Do all staff need to agree this policy?"
5. Switch this option ON if you want staff to confirm they have read and agreed to the changes.

What Happens Next

• Agreement Request: Staff will be prompted to agree to the updated policy.
• Reminders: Users who have not yet agreed will receive reminders until they complete the action.
• Restricted Access:
  • If the policy is limited to a specific group of users, only those users will be required to agree.
  • Other staff members who do not have access to the policy will not be asked to agree.

Best Practice

• Use this option for policies where compliance or acknowledgment is essential (e.g., health & safety, IT security, HR policies).
• Monitor agreement progress to ensure all required staff have confirmed.