Company policies
Company policies holds your policy documents — leave and attendance, travel, security, anything your people and agents should follow. Each policy is a PDF linked to the people it applies to: all employees, chosen departments, or chosen reporting heads and everyone under them. With AI Agent access on, the AI project managers in your rooms work within the policy too.
Company owners, admins and policy admins manage the policy library. Everyone else sees the policies that apply to them.
How to add a policy
- Open Company settings › Company policies (or select Manage next to Company policies in the company dropdown).
- Select Add policy.
- Enter a Title, for example Leave & Attendance Policy.
- Under File, choose a PDF to upload. Only PDF files are accepted.
- Choose who it applies to:
- All employees — everyone in the company.
- Departments — selecting a department applies the policy to every reporting head in it.
- Reporting heads — everyone under a selected head follows the policy.
- Turn on Visible to reportees to let the people it applies to read it.
- Turn on AI Agent access to let the agent use it.
- Select Upload & save.
How to edit or remove a policy
- On the policy card, select Edit to change the title, people or toggles, or Replace to upload a new PDF.
- Select Save.
To remove a policy, select Delete policy on its card.
Use Filter above the list to show only the policies linked to particular departments or reporting heads.
How to appoint policy admins
Policy admins have full control over every policy without being company admins. Company admins are always included.
- In Company policies, find Policy admins and select Edit.
- Add or remove people.
- Select Done.
How members see their policies
Open the company dropdown and select Company policies. You see every policy shared with you through your reporting line. Policy admins see the whole library and a Manage button.
Departments and reporting heads must exist before you can link a policy to them — see Departments and Reporting heads.