From creation to approval, publishing, and lifecycle management, every step is covered.
Maker-Checker Approval Workflow
Implement a structured multi-reviewer approval process before any policy goes live. Ensure quality, compliance, and accuracy with clear approval chains that prevent unauthorized publications and give leadership full oversight.
Multi-Reviewer
Approval Workflow4 Steps
Draft Created
Author · Leave Policy 2025
Done
Maker Review
HR Manager · Reviewed & Approved
Done
✦
Checker Approval
Legal Head · Awaiting review
In Review
Published
Pending approval
Pending
Dedicated Publisher Role
RBAC Own Policies
Assign a dedicated publisher role with specific permissions. Publishers can manage their own policies, access reports, and maintain full control without requiring admin privileges.
Role-Based Access
Policy Expiry Date Management
Auto-Alerts Reports
Assign expiry dates to policies and access reports of approaching-expiry documents. Stay ahead of renewals and ensure no policy lapses go unnoticed with automated expiry tracking.
Expiry Tracking
Event or Action Due Dates
Calendar Reminders
Set due dates for policy-related events and actions. Employees see these in a calendar view, making it easy to track deadlines for training completions, acknowledgements, and compliance actions.
Calendar View
Real-Time Policy Editing
Live Notify/Silent
Edit policy content, targeting rules, and metadata after publication. Choose to notify employees of changes or apply updates silently, giving publishers full flexibility over communications.
Live Updates
Version Control
Maintain multiple versions of every policy with clear version numbers and timestamps. Publish different versions simultaneously for different audiences, track changes over time, and maintain a complete, auditable version history for compliance.
Multi-Version
Version HistoryLeave Policy
v3
Current Version - 2025
Published 12 Mar 2025 · HR Team
+18-4Live
v2
Previous Version - 2024
Published 1 Jan 2024 · HR Team
+9-2Archived
v1
Initial Version - 2023
Published 15 Feb 2023 · HR Team
+42Archived
Resend Policies for All Employees
One-Click All Targets
Resend any published policy to the entire target audience with a single click. No need to reconfigure targeting or distribution settings, making re-communication effortless.
One-Click
Remind Only Unread Users
Smart Filter No Spam
Intelligently resend policy notifications only to employees who have not yet read the document. Avoid spamming compliant employees while ensuring complete reach across the organization.
Smart Reminders
Unpublish Policies Instantly
Hidden Audit Log
Remove any published policy from employee view with a single click. The policy remains in the system for audit trails but is immediately hidden from the employee portal.
Instant Action
Recall or Delete Published Policies
Recall Delete
Instantly recall a published policy or permanently delete it from the system. Handle urgent corrections, outdated content, or compliance issues with immediate action capabilities.
Recall & Delete
Email Notifications
Branded Customizable Triggered
Integrate with your organization's email system to send customizable notifications when policies are published, updated, or require action. Keep employees informed through their preferred communication channel with branded, on-brand email templates.
Customizable
Automated Policy Deletion
Scheduled Auto-Remove Compliant
Schedule automatic deletion of policies on a specified future date. Ideal for temporary policies, seasonal guidelines, or time-bound communications that should not persist beyond their relevance period. Fully automated and audit-safe.
Scheduled
Ready to take control of your publishing workflow?
See how structured publishing controls, approval workflows, and lifecycle management can transform your policy operations.
