Managing policies in the HR Hub
The HR Hub in RosterElf allows you to create, manage, and track company policies and procedures. By using the HR Hub, you can ensure employees review and acknowledge important documents during onboarding, helping your business maintain compliance and keep accurate records.
This guide walks you through creating a new policy step-by-step. For information on managing employee acknowledgments and tracking policy compliance, refer to Control HR onboarding policies and permits.
1. Navigate to HR Hub policies
1.1 From the top navigation menu, click HR Hub, then select Policies from the dropdown menu.
2. Create a new policy
2.1 Click the green plus button located in the top left corner of the screen to open the policy editor.
3. Add policy content
3.1 You'll see the policy editor with two view options: Simple View (visual editor) and Advanced View (HTML editor). Choose your preferred editing mode.
3.2 Copy and paste your policy text from your existing document (Word, PDF, etc.) into the editor, or type it directly.
3.3 Use the formatting toolbar to add headings, bold text, bullet points, and other formatting as needed.
Important:
Policies are text-based only. You cannot upload PDF files directly. To add policy content, copy and paste from your existing documents into the text editor. If you need to reference external files, include a link within the policy text.
4. Save your policy
4.1 Add a title and description for your policy in the fields provided.
4.2 Click Save to make the policy available for staff to review in their My HR Hub section.
Note:
The HR Hub is available as an add-on to your RosterElf subscription. Contact your account manager or visit the RosterElf website to learn more about adding the HR Hub to your plan.