myPolicies Help

FAQ

If you have a question about a topic that is not covered in the list below, feel free to contact us.

Implementation

How long does it take to implement myPolicies

Implementation is very simple! Best practices, comprehensive training and support is provided to streamline the preparation process. Having documents and policy content prepared in advance will significantly speed up the setup with an anticipated comple...

Integrations

Does myPolicies integrate with third-party SSO providers?

Yes, myPolicies does integrate with third-party SSO providers.   Currently we have have active integrations with Okta, OneLogin, and Azure AD to name a few.

How to integrate your Active Directory with Okta

I. Prep Work 1. Create a new user in Active Directory called svc_OktaSync (this name is just an example, please follow your internal naming scheme for service accounts). Make sure it has read permission on the Organizational Unit that holds the user obje...

Security

How secure is myPolicies?

Security is our top priority! Data is stored in Amazon's cloud service in the EU West (Ireland) or Canada (Montreal) region. There, data is encrypted at rest and access to personal data is restricted within the company instance, only to be accessed by sel...

How do user passwords work?

The myPolicies application doesn’t actually store user passwords.  We’ve partnered with Okta, an identity and access management service, to handle user management.  Using Okta allows us to integrate into any directory service so that we can synchronize p...

How do I get my data back when I am done?

If you decide that you no longer wish to utilize the myPolicies application, we will export all of your policies, attachments, acknowledgements, and cases and provide them for you in a timely fashion.

User Management

How are the users created and managed?

We’ve partnered with Okta, an identity and access management service, to handle user management. Using Okta allows us to integrate into any directory service so that we can synchronize passwords and automatically provision the application to users. This me...

Can I distribute policies to users based on email distribution lists?

You are able to distribute documents to your email distribution lists. To enable this functionality, please contact support@mypolicies.com.

What happens after an employee submits a question or concern?

First, the employee will see a visual confirmation that their communication has been successfully submitted. Second, the document owner will receive an email letting them know that a question or concern has been submitted. In that email there will be a lin...

Profile Management

How are profiles created and managed?

We developed an automatic profile assignment based on rules stemming from user attributes in your directory.  All new hires will be automatically placed in the correct profile from their first day of employment and should that employee experience a signif...

Document Distribution

Can I add a different type of document (i.e. not a policy, procedure, or form)?

Right now the application is built specifically to house corporate policies, procedures, and forms.

How does the document creation workflow work?

Within myPolicies, each document must have a single owner that is accountable for the document. This owner is able to create, author, and publish a document. However, an owner can optionally assign an author to the document.  Authors must be provided adm...

Customization

Can I customize the look and feel of the application?

You are able to customize the welcome message, document tags, add your company logo to the login page and much more... Accounts Menu > Company Settings...

Does myPolicies come in other languages?

No, at this time, the myPolicies application itself is only available in English; however, the policy profiles and tagging system within the application allow you to neatly store documents in all languages in a way that directs employees to the policies re...

Can I build custom reports within myPolicies?

Rather than build an overly complex custom reporting system, we asked our clients exactly what reports they would want to see and built them. Our standard reports should arm you with the information you need to satisfy audit requirements as well as data yo...

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