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features
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Description

PolicyPro® stands as the comprehensive online solution for policy management, recognized as Canada’s premier source for up-to-date model policies, procedures, and forms across various sectors, including HR, finance, IT, and non-profits. This platform equips users with essential tools to develop and revise policies efficiently, along with features that facilitate the distribution of these policies to employees while ensuring that they have acknowledged and comprehended them. Uniquely, PolicyPro® offers an all-in-one policy management system, spanning from policy creation to sign-off™, all within a secure, centralized cloud application that is hosted in Canada. In today’s workplace climate, organizations are increasingly confronted with escalating claims such as fraud, wrongful dismissal, harassment, and privacy breaches. Consequently, the critical inquiries from attorneys, courts, and tribunals often begin with, “What policies do you have in place, and how can you prove that your employees have read and understood them?” This underscores the importance of having a reliable policy management solution like PolicyPro® to mitigate risks effectively.

Description

NAVEX has created PolicyTech, a cloud-based software solution for managing policy and procedures. PolyTech, a part of our NAVEX One GRC Information System, is secure and easy to use. It allows employees and organizations to easily access their policies and procedures. PolicyTech uses rules-based workflows to keep policies moving. It alerts compliance managers in the event of unread policies and reminds document owners when they need to retire or update policies.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

EthicsPoint No 
Microsoft SharePoint No 
Microsoft Word No 
NAVEX One No 
NAVEXEngage No 

Integrations

EthicsPoint Yes 
Microsoft SharePoint Yes 
Microsoft Word Yes 
NAVEX One Yes 
NAVEXEngage Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

First Reference

Founded

1995

Country

Canada

Website

www.firstreference.com/policypro/

Vendor Details

Company Name

NAVEX

Founded

2004

Country

United States

Website

www.navex.com/en-us/products/navex-ethics-compliance/policytech-policy-procedure-management/

Product Features

HR Compliance

Alerts / Notifications No 
Certifications Management No 
Communication Tools No 
Customizable HR Documents No 
Document Management No 
Records Management No 
Regulations Monitoring No 
Reporting / Analytics No 
Roles / Permissions No 
Version Control No 
Workflow Management No 

Policy Management

Approval Process Control No 
Attestation No 
Audit Trails No 
Policy Creation No 
Policy Library No 
Policy Metadata Management No 
Policy Training No 
Reporting / Analytics No 
Version Control No 
Workflow Management No 

Product Features

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking No 
Controls Testing Yes 
Environmental Compliance Yes 
FDA Compliance Yes 
HIPAA Compliance Yes 
ISO Compliance Yes 
Incident Management No 
OSHA Compliance Yes 
Risk Management Yes 
Sarbanes-Oxley Compliance Yes 
Surveys & Feedback No 
Version Control Yes 
Workflow / Process Automation Yes 

Policy Management

Approval Process Control Yes 
Attestation Yes 
Audit Trails Yes 
Policy Creation Yes 
Policy Library Yes 
Policy Metadata Management No 
Policy Training Yes 
Reporting / Analytics Yes 
Version Control Yes 
Workflow Management Yes 

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