Policies

Home > Management Mode > Send Notifications > Policies

From the Home page in Management Mode, administrators can select Send Notifications, then Policies, to open the Policies page. Clear policies and effective communication improve organizational efficiency and employee trust while supporting transparent, compliant operations.

Centralize Policy Documents and Reduce Miscommunication

SwipePoint's policy upload feature lets administrators keep leave, overtime, personnel, reward, and other policies on one platform. Employees and supervisors can review the latest version in the same place, reducing misunderstandings or omissions caused by scattered information and inconsistent versions.

Improve Communication Efficiency and Transparency

When a new policy is released or an existing announcement changes, administrators can use SwipePoint to notify selected recipients immediately. Timely, clear communication helps ensure employees learn about the latest rules and supports a transparent, trustworthy organizational culture.

Administrators can create categories that match the organization's needs, such as leave, business trip, and attendance policies. Organizing policy documents by category makes them easier to manage and helps employees find and review the information they need quickly.

Upload Attachments to Secure, Flexible Cloud Storage

SwipePoint provides cloud storage for policy attachments after the organization subscribes to the Premium Storage plan. Administrators can upload attachments by taking a photo, selecting an item from the photo library, or choosing a document. Cloud storage makes policies easier to maintain and update while reducing the risk of file loss through secure storage and backup.

Keep Rules Consistent and Easier to Follow

When every department uses the same version of a policy, employees can better understand the organization's rules and expectations. Publishing one consistent version strengthens employee acceptance and makes policies easier to apply in daily operations.

Confirm That Employees Have Read and Understood a Policy

Requiring employees to select Agree confirms that they have personally reviewed and understood the policy document. This reduces communication costs caused by misunderstandings or incomplete reading and provides a clear basis for following the policy.

Many organizations and industries have strict compliance requirements for personnel, attendance, rewards, and disciplinary policies. Administrators may need to demonstrate that employees were informed of and agreed to the relevant terms. The Agree action creates a clear electronic record that supports those legal and compliance requirements.

Clarify Responsibility and Build Organizational Trust

After an employee selects Agree, the organization has a clear record that both parties share an understanding of how the policy will be applied. This mechanism supports two-way communication, clarifies responsibility, and reduces disputes caused by unclear requirements.

Collect Records and Continue Follow-Up

The system records each employee's agreement time and status. Administrators can identify employees who have not yet confirmed a policy and determine whether further explanation is needed. They can then send reminders or provide additional guidance from the administration interface.

Improve Organizational Communication and Administrative Efficiency

Centralized distribution and agreement records replace time-consuming paper circulation, reduce repeated communication, and remove uncertainty about document versions. Administrators and employees can review the latest policy and its status in the system at any time, making administrative workflows more efficient.

Uploading and managing policies in SwipePoint reduces the effort required to organize and publish them. It also improves communication and implementation, helping the organization operate consistently and build its culture.

Add a Policy Category

Home > Management Mode > Send Notifications > Policies > Add Policy Category

From the Home page in Management Mode, administrators can select Send Notifications, then Policies, to open the Policies page. They can create categories such as leave, business trip, and attendance, then add policies to the appropriate category.

Add a Policy

Home > Management Mode > Send Notifications > Policies > Category > Add Policy

From the Home page in Management Mode, administrators can select Send Notifications, choose Policies, select a category, and then select Add Policy. They can attach a policy by taking a photo, selecting an item from the photo library, or choosing a document.

Each attachment must not exceed 25 MB. Before using this feature, the organization creator must subscribe to the Premium Storage plan to enable cloud attachment uploads.

Read Count

After a policy is published, employees must read it and select Agree. Administrators can review read and agreement progress in the system, identify who has completed the process and who has not, and follow up as needed.

Delete a Policy

Home > Management Mode > Send Notifications > Policies > Any Policy Category > Any Policy > Edit

To delete a policy:

  1. On the Home page in Management Mode, select Send Notifications.
  2. Select Policies, then choose the category containing the policy.
  3. Select the policy you want to delete.
  4. Select Edit to open the editing page.
  5. Select Delete in the upper-right corner.

🚨 Warning: A deleted policy cannot be restored. Confirm carefully before continuing.

Frequently Asked Questions

Q1: What is the primary purpose of the Policies feature?

A: The Policies feature helps an organization centrally manage and publish leave, overtime, personnel, reward, and other rules. Administrators can upload and manage all policy documents on one platform, distribute them efficiently, and keep information transparent and consistent.

Q2: How does the Policies feature improve organizational communication?

A: It keeps the latest versions of all policy documents on one platform so employees and supervisors can review them at any time. It can immediately notify selected recipients about new or changed policies, and its online publishing and agreement workflow replaces time-consuming paper circulation.

Q3: How does the Policies feature confirm that employees understand a policy?

A: Employees must select Agree after reading a policy document. This action confirms that they reviewed and understood the content. Administrators can see who has agreed and follow up with anyone who has not, helping ensure that the policy was communicated effectively.

Q4: How can an administrator create and manage policy categories?

A: Go to Management Mode > Send Notifications > Policies and select Add Policy Category. Administrators can create categories such as leave, business trip, and attendance policies. Categories make documents easier to manage and help employees find them.

Q5: Can policy attachments be uploaded, and what upload methods are supported?

A: Yes. Administrators can attach a photo taken with the device, select an item from the photo library, or upload a document. Each attachment must not exceed 25 MB, and the organization creator must first subscribe to the Premium Storage plan.

A: Many regulations require organizations to demonstrate that employees were informed of and agreed to relevant rules. The Agree action records each employee's agreement time and status. These electronic records can support proof that employees read and accepted the policy.

Q7: How can an administrator see whether employees have read and agreed to a policy?

A: The system records each employee's Agree status after a policy is published. Administrators can review read and agreement progress, identify who has completed the process and who has not, and send reminders or follow up as needed.

Q8: How does the Policies feature help clarify responsibility and build trust?

A: Requiring employees to select Agree creates a shared understanding of how the policy will be applied. It supports two-way communication, makes responsibility clearer, and reduces disputes caused by unclear rules. This transparency helps build trust within the organization.

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