HR Policy Setup

Dayforce Implementation Guide

Version
R2025.1.1
HR Policy Setup

In HR Admin > HR Policies, you can create sign-off forms for your organization's various policies such as a code of conduct or health and safety policy. Creating an HR policy involves defining general settings, adding policy content and details using the text editor, and, optionally, attaching documents. The following screenshot shows an example of HR Admin > HR Policies:

HR Admin > HR Policies screen with a Code of Conduct policy selected in the sidebar.

When the HR policy is configured, it can be generated as a self-service form that employees can acknowledge and submit. When employees submit the form, a record is added to their profile in the Employment > HR Policies screen of People:

Employment > HR Policies feature with HR Policy sign off.

In the Employment > HR Policies screen of People, managers or administrators can also manually add a record for any HR policy. Adding a record allows them to bypass having to submit the actual HR policy form. They would do this, for example, if their organization handles HR policies outside of Dayforce and they still need to record the acknowledgment of the specific policy in Dayforce. When users manually add a record for an HR policy, they can select the Signed Off checkbox to acknowledge the policy on behalf of the employee and enter the date that the sign off occurred.

Adding Attachments to Active Policies

If the Allow attachments section to be updated when HR Policies are in use client property is enabled for your user role, you can continue to add or delete attachments on active, in-use HR policies in HR Admin > HR Policies. By default, this property isn’t enabled.