Send a policy for staff sign-off
Build your staff list, group it by role, and send published policies out with a deadline. Your staff need no login and no seat.
We're recording this one. The written walkthrough below covers every step.
What you will do
Add your staff, group them by role, and send a batch of published policies out for signature.
Your staff do not need logins
Employees in HeroDocs are a list, not user accounts. They pay for no seat and log in to nothing. They sign through a private link sent to their email.
Build the list
Select Employees in the sidebar.
Add Employee takes a name and an email address, one at a time.
Upload takes a CSV with two columns, Name and Email. Export that from your HR system and the whole team lands in one go.
Group by role
Groups save you time every month after this.
Open the Groups tab, select Create Group, name it after a role such as Care Staff or Night Team, and tick the members.
From then on you send to a group rather than ticking twenty boxes.
Send the policies
Sending starts from the Library, because you usually send a batch.
Open Library, then My Documents.
Tick every policy this group needs. A selection bar appears at the bottom.
Select Send.
In Send to employees, select your group chip, then add any extra people by name.
Set a Deadline. It shows on their page, and anyone past it is flagged as overdue on your dashboard.
Select Send.
Everyone receives an email with their own private link.
One rule to remember
Only published documents can be sent. If a policy is missing from the list, it is still a draft. Open it, then use File, Publish.
Next
See what your staff see, and track who has signed.
Try this in your own account
14-day free trial. No card required, and your policies stay yours.
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