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HR Policies (HCM)
This page documents the shipped HR Policies screen (hcm-foundation) — where HR publishes company policies and tracks which employees have acknowledged them. Not for plugin developers.
Who this is for: HR staff who create and publish policies, and anyone whose permissions include policy management (view/create/update/delete/ publish/archive/manage-category/view-acknowledgement/export).
Getting there
Under Core HR in the HCM menu.
What you see
- A row of KPI numbers at the top (e.g. total policies, published, pending acknowledgement — the real counts for your tenant).
- A filter bar to narrow the list.
- The main grid of policies, with row actions: View, Submit, Publish, Archive.
Creating and publishing a policy
Create opens a form: pick a category, write the policy content, and save it as a draft. Use Submit to move it toward publication, then Publish to make it live. Once a version is published, it's locked — you can't silently edit it. To change a published policy, you create a new version instead, so employees always know exactly what they acknowledged and when.
Archive retires a policy that's no longer in effect.
Manage Categories lets you set up and edit the categories policies are organized under (e.g. Code of Conduct, Leave Policy, IT Usage) — configure these before creating policies so each one has somewhere to belong.
Policy detail
Click a policy to open its detail view, with three tabs:
- Overview — the policy's own details.
- Versions — every published version of this policy, since publishing never overwrites a previous version.
- Acknowledgements — which employees this policy applies to, and who has (and hasn't) acknowledged it yet.
Known gaps
- Publish and Archive don't go through an approval workflow — they take effect immediately for anyone with the right permission, unlike some other HCM change types that route through a manager/HR approval step first. If your organization expects policy publication to need sign-off from someone else, that's not enforced here yet — it relies on only giving the Publish permission to people who should have final say.