How do I get started with policy management?
Enabling the module
Policy Management is enabled for your company by Factura support (or at setup) as a company setting. Unlike Tasks, Training or Surveys, it has no switch under Settings ▸ Automation ▸ Module Toggles. Once it's on:
- Policies appears in the left sidebar under Transactions for HR administrators.
- My Policies appears in the left sidebar for employees.
- Both are completely hidden when the flag is off — no empty module to stumble into.
The AI assistant is a second, independent flag, off by default even once the module itself is enabled. See §11 for what turning it on means.
Permissions
Access to the HR screens is controlled by the Policy Management permission (View / Create / Edit / Delete). Your administrator grants this per role, the same way as any other module. Employees don't need this permission to use My Policies — ESS access is automatic for any logged-in employee, and every ESS response is scoped to policies that actually apply to that person. See §12 for the full breakdown.