Policy

Global Policy Library - Modifying Global Templates
The Advanced Policy Module includes 40+ HR and IT policies and Policy Packs.  In this document we share how you can modify existing Global templates. No...
Mon, 10 Feb, 2025 at 11:21 AM
Global Policy Library - Adding your own templates
The Global Template library allows you to add your own templates to the system should your needs go beyond our supplied policy templates. To add a new P...
Mon, 10 Feb, 2025 at 10:27 AM
Global Policy Library - Approval Request Email Templates
In the Global Policy Library, we have a template for the emails that will go out to policy approvals to share a potential policy with that resource and gain...
Mon, 10 Feb, 2025 at 10:52 AM
Global Policy Library - Compliance Request Email Template
In the Global Policy Library, we have a template for the emails that will go out to end-users who we need to accept and sign a policy document.  To set up t...
Mon, 10 Feb, 2025 at 10:52 AM
Customer Policy - Adding a Policy to a Customer for review, approval and distribution
In vCIOToolbox, any policy or policies can be added to the customer for use in their organization.  Policies can be edited, approved, and electronically sig...
Mon, 10 Feb, 2025 at 11:09 AM
Customer Policy - Editing a customer policy document
The Advanced Policy Module includes 40+ HR and IT policies and Policy Packs which can be added to a customer experience.  In this document, we share how you...
Mon, 10 Feb, 2025 at 11:20 AM
Customer Policy - Approval Workflow
The customer policy manager includes a workflow where policies can be added, customized, sent for organization approval, and, ultimately, end-user signature...
Mon, 10 Feb, 2025 at 11:48 AM
Customer Policy - Distribute and e-Signature
Policy Distribution and Signature require that the policy has been approved by the approver within the customer before the steps below can be executed. ...
Mon, 10 Feb, 2025 at 12:28 PM
Policy Dashboard
The policy dashboard tracks the overall progress of all customer policies in terms of approval, distribution tracking, and program compliance.  This dashboa...
Mon, 10 Feb, 2025 at 12:40 PM