• Simple create and revision system to manage policies• Automated annual reviews• Electronic signature acknowledgement• Unsigned policy alert notifications• Easy bulk distribution of policies• Graphic reports and analytics• Easy and secure access to policies
Simplicity is the greatest attribute of Policy Tracker. We make it easy manage the process from start to finish and allows you to spend more time ensuring the information is accurate, and less time learning the process.
Drag and drop policies and assign key attributes such as Dates, Categories, Notes, Supporting Documents and associate related Memos.
Creating revisions are a breeze. Simply locate the current policy, create a revision and make the necessary updates for approval and re-distribution.
Each Policy that is added or revised can go through a multi-tier approval process that requires electionic signatures prior to distribution. This minimizes the chance a policy is approved with inaccurate information.
Switching from another program or starting fresh. You have the ability to import multiple policies at once and distribute them all at the same time.
We make it simple for your employees to access the policies that were distributed to them. Making it easy to navigate, read and acknowledge each policy with no learning curve.
Each policy that is distributed to your employees is documented and reported for signature approval.
Your employees will always be alerted if they have pending policies waiting signatures. These alerts will show each time they access the program.
When it is time to distribute your policies, this task has never been easier. Select from your employee roster or can be narrowed to a select distribution groups.
Navigate your entire roster or select from a distribution group or shift. The distribution groups will be tracked to ensure that future employees will receive the same policies.
Great for new hires or legacy policies. You can enable the QuickSign feature that allows your employees to sign multiple polices at once, saving time as well as capturing a signature on each policy to minimize risk.
Adding a new employee.... No problem. The system will recognize any newly added user and automatically distribute the current policies to them. This ensures that your new employees will mirror the policies already distributed to your existing users.
Minimize risk by always having this information at your fingertips. At any point, you can identify the status of unsigned policies and trigger a workflow as a reminder to employees to sign their policies.
Review each policy and visually see what policies are still awaiting employee signatures. Drill into each policy to see exactly which employees still need to sign.
Breakdown each employee and learn who has pending signatures. You can trigger an email reminder to the individual requesting immediate action.
Set up a weekly reminder that will go to all employees with pending policy signatures.This promotes action from your employees to complete the pending tasks. If there are no pending policies, the employee will not receive this notification.
The user interface for employees could not be any more straightforward. The goal is to get the employees direct access to the data they need, with little to no effort.
Quickly identify the Policy or Memo required from a simple list. PDF viewer gives full access to the policy within the same screen.
Not only are you searching the policy names, but the content contained in the policy. Each policy that is distributed is scanned for content giving the user the ultimate result experience.
Applying a Memo to a Policy (and vice-versa) allows you to associate complimentary documents to ensure your employees have full understanding of the content.