Help & Support
Find answers, get help, and contact our support team.
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Getting Started
Set up your first policy in minutes
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Policy Management
Create and distribute policies
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Reports & Analytics
Generate compliance reports
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FAQ
Common questions answered
Getting Started
Set up your first policy in 5 minutes
- Create a new policy from the Policy Management dashboard
- Write your policy or use a template
- Select employees who need to acknowledge
- Click "Distribute" to send
- Monitor compliance in real-time on your dashboard
Inviting Your Team
You can add employees individually or bulk import from your HR system.
- Go to Settings > Employee Management
- Click "[+ Add Employees]" or "[Import from HR System]"
- Enter employee info or connect your HR platform
- Employees receive email invitations to acknowledge policies
Supported HR Platforms: ADP, Workday, Bamboo HR, and others via API
Understanding Compliance Status
Acknowledged: Employee has read and accepted the policy.
Pending: Policy sent but employee hasn't responded yet.
Overdue: Acknowledgment deadline has passed. Employee still hasn't acknowledged.
Archived: Policy is no longer active. Past acknowledgments are preserved.
Policy Management Guide
Creating a Policy
Policies are the core of PolicyFlow. Each policy can target different employee groups and track acknowledgments separately.
- Policy Name: A clear, descriptive title (e.g., "Return-to-Office Policy June 2026")
- Content: The full policy text
- Target Audience: All employees, specific departments, locations, or custom groups
- Deadline: Optional acknowledgment deadline
Using Templates
PolicyFlow includes pre-built templates for common compliance scenarios:
- • Return-to-Office Expectations — Define office attendance requirements
- • Hybrid Work Agreement — Outline hybrid work expectations
- • Office Location Policy — Specify office locations
- • Attendance Commitment — Establish attendance expectations
Reports & Analytics
Available Reports
Policy Compliance Report
Shows each policy, acknowledgment rates, and compliance %. Perfect for board meetings.
Employee Acknowledgment Report
Lists employees, their acknowledgments, dates, and status for audit trails.
Audit Trail Report
Complete activity log with timestamps for legal compliance documentation.
Non-Compliance Report
Lists employees who haven't acknowledged required policies with days overdue.
Exporting Data
All reports can be exported in CSV or PDF format for external use, audits, or further analysis.
Frequently Asked Questions
How long does it take for employees to see a policy after distribution?
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Policies appear instantly in employee dashboards. Email invitations are sent immediately (or on a schedule you set). Employees typically see and acknowledge policies within 1–3 business days.
What happens if an employee doesn't acknowledge by the deadline?
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You can send automated reminders. After the deadline, the employee appears in your non-compliance report. You can mark acknowledgments as complete manually if needed (e.g., if they acknowledged verbally). All actions are logged for audit purposes.
Can employees withdraw or dispute their acknowledgment?
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Acknowledgments are locked once submitted to maintain audit integrity. However, policy administrators can contact support to discuss specific situations. All edits are logged in the audit trail for transparency and compliance.
How is employee data protected?
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All data is encrypted in transit and at rest. We comply with GDPR, CCPA, SOC 2, and other standards. Your data is never shared with third parties. We conduct regular security audits and maintain a 99.9% uptime SLA.
Can I integrate with my HRIS or single sign-on?
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Yes. We support SAML/SSO and integrate with ADP, Workday, and other HR systems. Professional and Enterprise plans include integration support. Contact our team for setup assistance.
What if I need to update a policy that's already been distributed?
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Create a new version of the policy and redistribute. The old version is archived, and all acknowledgments are preserved. This helps maintain audit trails and demonstrates your compliance evolution over time.
How do I generate a compliance report for audits?
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Go to Reports & Analytics > Detailed Reports. Select "Audit Trail Report" or "Policy Compliance Report" and download as PDF. This includes timestamps, employee information, and legal signatures for audit readiness.
Is there an API for custom integrations?
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Yes, for Enterprise customers. Our API allows custom integrations with your internal tools and workflows. Contact our sales team to discuss your integration needs.
Get Help From Our Team
System Status
✅ All systems operational
PolicyFlow is running smoothly with 99.9% uptime.
Recent Updates:
- ✓ June 10: Improved policy distribution speed (now < 2 seconds)
- ✓ June 5: Enhanced reporting features with export optimization
- ✓ May 28: SAML/SSO integration enhancements