How do I Upload A Policy /HR Handbook On My Dashboard?

FAQ- How do I Upload A Policy /HR Handbook On My Dashboard?

Experience@ZingHR: ZingHR lets you upload policy and create awareness among the employees in the organization.

Some of the policies that HR can upload are as below:

• Working norms

• Some important forms

• Leave Policy/Attendance policy etc can be uploaded required on day to day basis.

You can execute following simple steps towards uploading the Policies on your zingHR dashboard:

Step 1: First go to “Site Management” module option that you see on your screen after you have logged in as an Administrator (Employees do not get this facility). You now get to see this option “Policy Master” under Policy management Click it (as shown below) to upload the policy.

Step 2:

Once you click on policy master the below screen appears on the screen – click on “Add Policy “

Step 3:

Enter the details:

• policy code

• policy name

• policy description

• click on “SAVE”

This option lets you decide what will be the main Category under which you create subcategories.

For Eg: As mentioned below

Step 4:

Now after Saving the policy name You go to “Policy Master” screen again and click on the option “Add Sub Policy” as shown below

You get to see the below screen wherein you can add details of sub policy

• From the drop down choose the policy under which you want to create a sub policy

• Create the sub policy code

• Create the sub policy name

This option lets you decide what will be the Sub policies under the main Policy

For Eg: As mentioned below

Step 5:

Now after saving the policy name you go to “Policy Master” screen again and click on the option “Add HR Handbook” as shown below

The below screen appears…

• Choose policy under which you want to create a Sub policy

• Choose the required Sub policy

• Write description about the policy for readers understanding

• Scroll down Upload the desired File from choose file, and save

Step 6:

Now click on Config Item

You will get the below screen

From the drop down choose the Dashboard category under which you want to put the file

Now click on New/Edit- “NEW” comes when you don’t have any policy under that dashboard as active and edit comes when you have a policy active under the selected dashboard.

Step 7:

Tick the “Is Active” icon this option will make the policy Active on the Dashboard selected