HR policies and procedures

Create, approve, e‑sign, publish, and track acknowledgements for HR documents—secure, versioned, and mobile‑ready

4.9

from 2,000+ reviews

Documents App
10 users
Free plan
Small Business Plan
14 days
Free trial
Full feature access
Versioned
E‑sign + Acks
Approvals & audit trail

Create and collect

Standardize HR documents with templates, smart fields, and e‑sign workflows—collect files from web or mobile

Templates for policies, SOPs, offer letters, and forms with placeholders
E‑sign and initials with signing order, roles, and expiry windows
Employee uploads via camera or file picker with OCR for key fields
Create and collect

Control and secure

Protect sensitive documents with granular permissions, watermarks, and access expirations

Role‑, location‑, and department‑based permissions and share links
Watermarks, download controls, and link expiry for sensitive docs
Encryption at rest and in transit with detailed access logs
Control and secure

Approve and publish

Route drafts for review, capture approvals, and publish the right version to the right audience

Multi‑step approvals with conditional rules and parallel reviewers
Version history with diffs, rollback, and effective‑from dates
Targeted publishing by segment with scheduled go‑live times
Approve and publish

Acknowledge and educate

Ensure employees see critical updates with mandatory acknowledgements, quizzes, and reminders

Mandatory read acknowledgements with timestamps and exportable logs
Short quizzes to verify understanding on critical policies
Automated reminders to non‑readers via push and email
Acknowledge and educate

Retain and audit

Stay compliant with retention schedules, disposition, and end‑to‑end audit trails

Retention policies by document type with legal hold support
Complete audit trail for views, edits, approvals, and signatures
Exports for audits and handover to external systems
Retain and audit

Connect with HRMS

Link documents to employees, roles, and workflows for full context and automation

Attach policies to onboarding checklists and periodic attestations
Auto‑file signed documents into employee records with tags/metadata
Trigger tasks and approvals when documents change or expire
Connect with HRMS

Why teams manage documents here

Single source of truth, built‑in compliance, and fewer manual steps

Compliance built‑in

Approvals, e‑sign, versioning, and retention keep HR audits simple and accurate.

Less admin work

Templates, automations, and reminders reduce paperwork from hours to minutes.

Right access

Granular permissions ensure the right people see the right version at the right time.

Frequently asked questions

Answers about e‑sign, permissions, versioning, acknowledgements, and retention

Explore more

Ready to streamline HR documents?

Create, approve, e‑sign, and publish with audit‑ready logs—free for up to 10 users

No credit card required • E‑sign and acknowledgements included • Versioning and retention