A great way to share official documents as a link or PDF with your employees and to ensure they have been read and acknowledged.
To add a policy, please go to Training => Policies on the left sidebar Admin Console menu.
To download the PDF policy, choose the option ADD PDF, and in the pop-up window choose auto assignment for all users, for specific departments, or selected groups. Turn on/off the first notification about the task, choose the number of days to complete (can be customized), and click on SUBMIT.
To add link policy, choose the option ADD LINK, add link and policy title, choose the auditory for auto assignment (all users, departments, or groups), and number of days to complete (7, 30, or custom).
By clicking on the three dots symbol in each policy, it is possible to rename/revise a policy, upload a new version, or remove it by clicking on the three-dot menu button.
Once assigned, the employees will receive a notification in their email about the assigned task.
After they log in to the Learner Console, the employees will see the following:
A user clicks the task name, opens the document/link, reads it in the new window, and then clicks 'Acknowledge' in the Learner App. Please check this article on How to Acknowledge a Policy (for Learners).
Reminders for Policies
The first notification can be turned on/off in the settings while adding a new policy. After this, automatic weekly reminders will be sent to the users every Wednesday after midday EST in case they are enabled. You can check it here the Reminders Settings (main menu => Account Settings => Email Reminders), OR click the 'Reminders' button on the right top of the 'Policies' page.
Manual reminders can be sent from the 'Users' page by selecting all users and then setting up the reminders only for policies.
More articles about reminders
How To Edit a Policy
When a policy is already set up, you can edit the following settings: name, departments (only to add), and number of days to complete.
Please go to 'Policies' and click the three dots menu. Select 'Settings', edit, and click 'Submit'.
A new revision of a policy can be uploaded with some editions from the three dots menu => Upload a new revision. Users will get a notification about the task to acknowledge it. In the progress, the statistics will be shown as Revision #1, #2, etc.
To delete a policy permanently, click three dots and select 'Remove Document', then confirm the action. The policy will be removed without the possibility of recovering with all the progress.
Users' Progress on Policies
1. Choose the 'Overall Progress' option from the three dots menu of the policy and download a CSV file with data. All the columns (email, first name, last name, status, and acknowledge date can be sorted). Statuses for the tasks are Not Started, In Progress, and Completed.
2. Go to Reporting left side tab => Reports, and choose Policies Progress.
Filter the data by policies, status, departments, and groups, and view the policies' progress diagram below the filters bar. Click the three-dot menu at the left of each policy revision and get detailed information. Click the 'Export CSV' button on the right top of the page and download a full report.
More information can be found in the article Reports Section Reading and Explanation. General Report.
Any questions? Contact our support specialists at support@wizer-training.com
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