How to Create & Manage Policies in Horilla HRMS Software

In any organization, policies are the backbone of effective governance, guiding employee behavior and maintaining a consistent company culture. The latest addition to Horilla HRMS, our Policy Management feature, empowers companies to efficiently manage, disseminate, and update their organizational policies, ensuring that all employees are aligned with the company’s guidelines and standards.

Overview of the Policy Management Interface

The Policy Management feature within Horilla HRMS is designed with simplicity and functionality in mind. The main interface is clean and user-friendly, allowing HR teams and administrators to easily view and manage policies.

Here’s what the Policy Management feature offers:

• Categorized Policies: Policies are neatly categorized, making it easy for employees to find the necessary information. In the example above, we have categories like “Sales Policies,” “Service Policies,” etc. Each category is represented by a card that displays a brief description of the policy, with options available for viewing, editing, or removing the policy.
• Policy Details at a Glance: Clicking on a view policy button in the policy card reveals the detailed content of the policy, and the text editor in policy form provided for creating and editing policies is robust, featuring various formatting options such as bold, italics, bullet points, and highlighting, allowing for comprehensive policy documentation.

Creating & Managing Policies in Horilla HRMS

Creating a new policy is a straightforward process, thanks to the intuitive design of the Policy Management feature. By clicking the “+ Create” button, administrators are presented with a form where they can enter the title, body, and other details of the policy. The editor supports rich text formatting, enabling the creation of well-structured and visually appealing documents.

Key features in Policy Management:

• Rich Text Editor: The editor offers a variety of formatting options, including different font sizes, text colors, and alignment tools, ensuring that policies can be tailored to meet the specific needs of the organization.
• Visibility Settings: The form includes an option to make the policy visible to all employees, ensuring transparency and widespread access to critical company guidelines.
• Attachments: The feature supports attaching related documents directly in the form, allowing HR teams to include supplementary materials such as forms, templates, or additional guidelines alongside the main policy text.
• Company Association: The Policy Management feature allows policies to be associated with specific companies or branches, which is essential for organizations operating in multiple locations or under different legal frameworks.

To navigate to this feature, simply open the Horilla HRMS sidebar and go to Employee > Policy.

Streamlined Policy Updates and Maintenance

Policy maintenance is simplified with the Horilla HRMS Policy Management feature. Administrators can easily update existing policies, ensuring the most current guidelines are always available to employees. The ability to edit policies directly from the management interface saves time and reduces the risk of outdated information circulating within the organization.

Why This Feature Matters

The introduction of the Policy Management feature in Horilla HRMS underscores our commitment to providing tools that enhance organizational efficiency and compliance. By centralizing policy management, we help HR teams maintain consistency across the organization, reduce misunderstandings, and ensure that every employee has access to the information they need to perform their roles effectively.

Whether you’re a growing company looking to establish formal policies or a large organization needing to manage a complex array of guidelines, Horilla HRMS provides the tools to keep your workforce informed and compliant.

Conclusion

The Policy Management feature in Horilla HRMS is more than just a tool, it’s a cornerstone for fostering a transparent, consistent, and well-informed workplace. By simplifying the creation, management, and dissemination of policies, Horilla HRMS empowers organizations to ensure that every employee is aligned with the company’s values and expectations. This not only boosts compliance but also strengthens the overall company culture. With the ability to manage policies efficiently, your HR team can focus on what truly matters, supporting your employees and driving your organization forward.