FAQ
If you have a question about a topic that is not covered in the list below, feel free to contact us.
Implementation
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
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.
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
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...
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...
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
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...
You are able to distribute documents to your email distribution lists. To enable this functionality, please contact support@mypolicies.com.
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
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
Right now the application is built specifically to house corporate policies, procedures, and forms.
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
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...
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...
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...