Policy Distribution
& Targeting

Deliver the right policies to the right employees through flexible targeting and controlled access.

PolicyCentral.ai Distribution Panel
Code of Conduct Policy
v2.1 · Updated Mar 2026 · PDF + Web
Distributing
Finance Department 142 employees
Mumbai & Delhi Offices 298 employees
All Senior Managers 67 employees
Sending to 507 employees
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Filter By Field

Department 8 filters
Location 12 offices
Role / Grade 34 roles

Evergreen Share

Auto-include future joiners
New Joiners Auto-Included

Mail Merge

Dear {Employee Name},
Your {Department} policy
at {Location} is ready.

Precision Targeting for Every Policy

Flexible tools to ensure the right employees receive the right policies at the right time.

Target Using Employee Profile Fields

Share policies by department, sub-department, location, grade, or designation. Profile fields sync automatically with your Active Directory or HRMS system, ensuring targeting is always up-to-date without manual maintenance.

AD/HRMS Sync
Audience Targeting AD Synced
Department Finance + HR
Location Mumbai, Delhi
Grade / Role L4 and above

Share with Specific Employees

By Name Controlled

Select individual employees by name from the integrated directory. Perfect for targeted communications, role-specific policies, or sensitive documents requiring limited distribution.

Individual Select

Upload Custom Employee Lists

CSV/XLSX Custom Groups

Upload a spreadsheet with a custom list of employees for targeted distribution. Ideal for cross-functional teams, project groups, or any custom audience outside standard profile fields.

Spreadsheet Upload

Reuse Target Groups

Saved Groups Consistent

Save and reuse previous distribution groups or targeting criteria with one click. Eliminates repetitive setup and ensures consistency across recurring policy communications.

One-Click Reuse

Automatically Share with Future Employees (Evergreen)

New hires who match the target profile criteria automatically receive the policy from day one. Ensures 100% coverage without any manual intervention: no chasing, no gaps, no admin overhead.

Always-On
Evergreen Distribution Auto-Active
Policy Published & Active
Code of Conduct v2.1 · 342 existing employees notified
New Joiner Added Auto
Priya Sharma joined Finance Dept, Mumbai
Policy Sent Automatically Instant
Priya received policy + acknowledgement request
Next Joiner → Same Flow
No admin action required

Personalized Policy Content (Mail Merge)

{Name} {Dept} Spreadsheet

Deliver different content to different employees using spreadsheet-driven mail merge. Customize salary figures, benefit details, or role-specific information within a single policy template for every individual.

Mail Merge

Publicly Accessible Policies

Public URL No Login

Share select policies with external audiences including candidates, vendors, visitors, and partners. Public policies are accessible via URL without requiring authentication or app access.

Public URL

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Policy Distribution?

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HDFC Life
Kotak Mahindra Bank
Arohan Financial Services
SBI Life Insurance
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Reliance Nippon Life Insurance

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