Company knowledge and policy documents

Workflow overview#

1. Create a useful reference

   Write guidance around the questions your team actually needs answered. Give each document a clear subject and an identifiable owner in your working process.

2. Review the content

   Use document review and history when guidance changes. Check that the content remains appropriate before directing people to it.

3. Connect employee policies

   Use HR policy workflows when employees need a tracked acknowledgement. A knowledge document and an employee acknowledgement serve different parts of the policy process.

Access and next steps#

Available controls depend on your workspace configuration and access to the relevant records. If an area is missing, ask your administrator to review your access.

Understand the platform or choose a starting path.