Personalised fields are relevant pieces of information that make your policies bespoke to your organisation.
Create a personalised field
To create a personalised field, follow these simple steps.
Click the policy settings button, then click Personalised Fields.
Add the name of the field, then enter the value.
This might be the managers name or a telephone number for HR.Fill in the description, then click Save.
Use your personalised field
To use the personalised field in your policy, follow these steps.
Click Policies, then click Policy Management.
Find your policy, then click the three-dot menu.
Click Edit/Update Policy, then add your personalised field in square brackets.
Example: [manager name] or [HR telephone number].When you're finished with your edit, click Preview.
Check everything's correct, then click Save.
Edit a field
If you need to edit your field, for example replacing a manager's name, click the pencil icon in the personalised field.