# Compliance Policy ## Overview The **Policy Review** feature allows employees to read company policies, review policy documents, and record whether they **Agree** or **Disagree** with each policy. Employees can access policies in two ways: 1. **During onboarding** — policies can be presented as part of the employee onboarding/compliance process. 2. **From the Profile page** — employees can open **Compliance Policy** at any time to review pending or previously accepted policies. --- #### **1. Policy Review During Onboarding** During employee onboarding, the employee may be required to review company policies before completing the onboarding process. When a policy is presented, the employee is taken to the **Policy Review** screen.
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##### **Step 1 — Open the Policy Review Screen** The policy review screen displays the policy information at the top. The header includes: | Item | Description | |---|---| | **Policy Review** | Indicates that the employee is currently reviewing a company policy. | | **Policy Name** | Name/title of the policy being reviewed. | | **Policy Number** | Unique policy identifier. | | **Policy Type/Scope** | Indicates the policy category or scope. | | **Version** | Displays the policy version. | | **Policy** | Indicates that the content being displayed is a policy document/content. | | **Close (X)** | Closes the policy review window. | > **Important:** If the policy is mandatory, the employee should complete the review and provide a response before continuing with the applicable onboarding process. --- ##### **Step 2 - Understand the Policy Progress Indicator** Below the policy header, the screen displays the current policy position and progress. For example: > **1 of 2** This means the employee is currently reviewing the **first policy out of two policies** in the current review sequence. The progress bar provides a visual indication of how much of the policy review sequence has been completed. When multiple policies are assigned, the employee continues through them one by one. --- ##### **Step 3 - Read the Policy Content** The **Policy Content** section contains the actual policy information. Employees should scroll through the content and read the policy carefully. A policy may contain sections such as: - Purpose - When the policy can be used - Employee responsibilities - Procedures - Restrictions - Required actions - Other policy-specific rules > **Employee instruction:** Read the complete policy content before selecting **Agree** or **Disagree**. --- ##### **Step 4 - Agree & Continue**
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**Agree & Finish** - Use this button when the employee has read and accepted the policy. **Disagree** - The **Disagree** button allows an employee to indicate that they do not agree with the policy. Selecting **Disagree** does not immediately complete the action. The system opens a reason section where the employee must explain why they disagree. Then tap **Submit & Continue**.
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The system records the employee's acceptance and moves to the next required policy, if one exists. If the employee is reviewing the final required policy, the button may change to: --- #### **Why is a Reason Required?** The reason provides management/HR with context about why the employee did not accept the policy. The reason should be: - Clear - Specific - Professional - Related to the policy - Useful for management/HR review Avoid entering vague reasons such as: > "I don't agree." Instead, provide enough information to explain the concern. --- #### **2. Policy Review from the Profile Page** Employees can also access policies after onboarding from the **Profile** page. 1. Open the Employee App. 2. Navigate to **Profile** using the bottom navigation. 3. The Profile page displays employee account information and available profile options. 4. Locate **Compliance Policy**. 5. Tap **Compliance Policy**.
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#### **Understanding Policy Status** Each policy is displayed as a separate policy card.
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> 🟡 **Pending Review** - A yellow/orange **Pending Review** status means the employee still needs to review and respond to the policy. > > 🟢 **Agreed** - A green **Agreed** status means the employee has already accepted the policy. > > 🔴 **Disagreed** - A red **Disagreed** status means the employee previously rejected/disagreed with the policy. The policy card may display the employee's submitted reason and provide a **Review** button. --- #### **View Document** This indicates that a policy document/file is available. Tapping the **View Document** button allows the employee to open or download the associated policy documentation.
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> **Note:** The **Document** button is only shown when a document is available for that policy.