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ease
features
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support

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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

EthicsPoint
Microsoft SharePoint
Microsoft Word
NAVEX One
NAVEXEngage

Integrations

EthicsPoint
Microsoft SharePoint
Microsoft Word
NAVEX One
NAVEXEngage

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Certifications Management
Communication Tools
Customizable HR Documents
Document Management
Records Management
Regulations Monitoring
Reporting / Analytics
Roles / Permissions
Version Control
Workflow Management

Policy Management

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

Product Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Policy Management

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

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