Support

Create and publish a new policy

admin Last updated 26 April 2026

The platform ships with a library of master policy templates that you can customise to your organisation. You can also write a policy from scratch. Either way, the workflow is: draft → review → assign → publish.

Start a new policy

  1. From the HR Hub, open the policy library.
  2. Either pick a master template (recommended for standard policies like Code of Conduct, WHS, Privacy) or start a blank policy.
  3. The policy opens in the editor with your organisation’s details pre-filled where the template uses them.

The editor is a rich text view: headings, lists, links, tables, the lot. Most templates also include placeholders for things like effective date and review date, which the editor fills in for you.

Fill in the policy details

Each policy needs:

  • Title. Plain language, no numbered prefixes (“Code of Conduct”, not “1.0 Code of Conduct”).
  • Effective date. The date the policy applies from.
  • Review date. When the next review is due. The compliance calendar picks this up so it doesn’t get forgotten.
  • Expiry date (optional). When the policy stops being current. Expired policies stay visible to staff for reference but show as Expired.
  • Requires acknowledgement. Tick this if employees must read and acknowledge the policy. Most policies have this on by default.
  • Policy group (optional). A way to organise the library (e.g. WHS, Onboarding, Code of Conduct).

Save as draft, or publish

  • Save as draft. Keeps the policy in your library without exposing it to staff. Useful while you’re still editing or waiting for approval.
  • Publish. Makes the policy active. Once published, you can assign it to staff (see Assign a policy), who’ll be prompted to read and acknowledge it.

A published policy can still be edited later. See Update a policy and re-acknowledge.

Compliance calendar integration

Once a policy is finalised with a review date, the platform automatically creates a recurring task in the compliance calendar. So when the review date approaches, you’ll see it in your compliance dashboard alongside other due items.