Policy(ies)

Purpose

This SOP outlines the steps for requesting a policy through the We Need a Policy feature on the fHRm portal.

Steps for Clients:

1. Locate the 'Policy' button:

   • On your dashboard, find and click the Policy button.

   • This action will redirect you to the We Need a Policy portal page.

2. Select the required policy or policies:

   • On the portal page, you will have the option to choose one or more policies that you require.

3. Submit the request:

   • After making your selections, click the Submit button to proceed with your request.

4. Confirmation and redirection:

   • Upon submission, you will receive an email confirmation of your request.

   • You will also be redirected back to your dashboard.
     

     

Purpose

This SOP provides a comprehensive guide for admins on how to manage incoming policy requests, complete related tasks, and finalize projects.

Admin Process:

1. Navigate to 'Request All Requests':

   • Begin by accessing the Request All Requests section on your dashboard.

   • Locate the new policy request, which will provide access to the associated task.

2. Complete the task as required:

   • Review the task details and fulfill the request based on the specific requirements.

3. Review the Policy Request:

   • This is an internal task designed for the admin team.

   • It does not trigger any automation, so it requires manual review and completion by an admin team member.

4. Draft and Submit the Policy Notification:

   • Prepare the policy notification draft.

   • Once drafted, send an email notification to the end user or target client.
     
     

     

5. End User Review:

   • Once the email is sent, a task will be available for the end user to review the policy request.

6. Send the Bill:

   • After the end user has reviewed the request, proceed to send the bill.

   • The bill can be sent before or after completing other tasks, depending on the workflow.

7. Finalize the Project:

   • Mark all tasks as complete.

   • Once all tasks are finalized, close the project.

SuiteDash Links:

• Portal Page

• Project Generator

• Project Task Template

• Form

Additional Notes:

• Ensure that tasks are logged and updated promptly.

• Use consistent communication templates to maintain uniformity.

• Keep track of task completion to ensure no step is overlooked.

• Ensure policy requests are processed within 48 hours.

• Use consistent logging methods when documenting policy fulfillment.