PolicyPro® From Policy to Sign-off ™
A·bout
What is PolicyPro®
PolicyPro® is the complete online policy management service, and it is Canada’s best source for current model policies, procedures and forms for HR, finance, IT, non-profits and more. PolicyPro® gives you the tools you need to create and update policies and includes a platform for distributing policies to staff and tracking that they have read and understood them.
PolicyPro® is the only policy management solution that does it all, from Policy to Sign-Off™, in one secure centralized cloud application hosted in Canada.
Es·sen·tial
Why do I need policies?
In the current work environment, organizations may face rising claims related to fraud, wrongful dismissal, harassment, privacy breach, etc. The first question lawyers, courts and tribunals will ask is, “Where are your policies and can you demonstrate they have been read and understood by your employees?”
To minimize your liability and ensure due diligence, it is essential to have up to date workplace policies that meet compliance requirements and best practices.
Policies are not only important for compliance. They are a best practice for the efficient operation of your organization. For example:
- onboarding new employees
- consistent application of rules
- roadmap for the operation of the organization
- guidance for decision-making
- minimizes risk with robust internal controls
- and much more
Start your free 30-day trial of PolicyPro®
No credit card, no obligation!
See how quick and easy it is to put in place the policies required by law and best practice.
PolicyPro® Features
In addition to the comprehensive compliance and best practice content included with PolicyPro®, the secure Canadian-based cloud platform offers numerous essential features to help you meet your duty-of-care obligations.
Pol·i·cy Com·men·tar·y
More than a policy template
Each policy includes commentary that has been reviewed by an employment law specialist and includes:
- Why the policy is needed
- Factors to consider when creating or updating a policy
- The law and/or best practice that relates to the policy
- History of changes to policy due to amendments to the law
- Cross-references to related policies
- Detailed procedures for implementation and use of the policy
- Sample forms, letters and checklists
Pol·i·cy Da·ta·bases
Policies for every department
PolicyPro includes the following continuously updated comprehensive policy databases:
- Human Resources: separate policy databases for each province and federally regulated workplaces
- Finance and Governance: Policies cross-referenced to COSO
- Information Technology: Policies cross-reference to COBIT
- Non-Profits: : Unique policies for an essential service sector
- Operations and Marketing: a database of unique policies of day-to-day tasks
Pol·i·cy Man·age·ment
Creating and updating polices
Using the online platform, you can easily streamline many policy management tasks. For example:
- Customize and implement policies from the PolicyPro databases
- Create policy manuals for every department
- Use existing quizzes, revise them or create your own to test policy knowledge
- Upload your own existing policy and procedure documents
- Modify any document using Microsoft Word®️
- Automatically insert your company name into policies and procedures
- Quickly find where a recent change to a policy has been made.
- Learn about updates and upcoming changes to policies in the weekly Inside Policies newsletter
- Create, update and archive policies with the document management system
- Set up online accounts for each employee to access and read assigned policies, required government posters and bulletin board messages
Pol·i·cy Dis·tri·bu·tion
Meeting you Duty of Care
PolicyPro’s reader module, which is central to informing and training staff and performing your due diligence, allows you to:
- Set up an account for each employee or contractor
- Assign specific policies and training videos to different groups of readers
- Distribute policies and procedures online to staff and contractors
- Let readers access policies and training videos at work or remotely from their own personal accounts
- Quiz staff on the contents of the policy and procedures to ensure they have read and understood them
- Track when readers have read and acknowledged the assigned policies
- Produce sign-off reports for internal and external audits
Bul·le·tin Board
Virtual Workplace Postings
The bulletin board is a simple but powerful feature that allows you to post Government posters and the organization’s notifications to employees and contractors. For example, you can notify employees of:
- New policies to read and sign-off
- Reassign policies that have been updated or are required to be read annually
- Required government posters
- Corporate events
- Holidays and closures
- Benefits plan updates
- Where to find more information
- Other workplace notices and documents
The HR database includes an up-to-date list of required government postings for each provincial jurisdiction that can be used to select posters to add to each employee’s account.
News·let·ter
Inside Policies
Our editors and legal reviewers are constantly following developments in law and best practices and providing you with new and updated policies.
When a relevant law, regulation, or best practice changes, we update the related policy, procedure, and commentary as soon as possible and notify you through the weekly Inside Policies e-newsletter. In addition, recent and historical changes to each policy can be easily found.
You always know when a policy needs to be updated or added. You will never be caught off-guard and can be confident that your policy manual meets the latest compliance requirements.
Sup·port
Support is available when needed
You don’t have to do it alone. Our customer support and services teams are here to answer your questions, help you master PolicyPro. All that — plus our detailed help documentation — means support is available when needed.
- On-boarding to help you get your policies and manuals online
- In-context help and technical support
- Question about policy content? Ask the Editor
- The PolicyPro platform includes in-content help and an extensive knowledge base
- Not sure about how to use PolicyPro, call for a demo or with any question you may have
PolicyPro Subscription Price
$1,145/year/database
No credit card, no obligation!
Discount available for purchasing additional policy databases!
What topics does PolicyPro® cover?
PolicyPro® is available for Human Resources, Finance, Information Technology, Not-for-Profit, Corporate Governance, and Operations and Marketing.
Human Resources PolicyPro®
HRPP offers a comprehensive library of HR policies and procedures. Each provincial database meets the latest minimum legislative requirements for the jurisdiction. For each topic, an extensive commentary outlines why the policy is needed and the factors to consider when creating the policy.
Finance & Accounting PolicyPro®
Finance and Accounting model policies and commentaries are based on Canadian compliance and best practice and cross-referenced to COSO, essential for building robust internal controls and minimizing risk.
Information Technology PolicyPro®
The Information Technology database offers expert-prepared policies on systems and data management, security, disaster planning and much more. Policies are cross-referenced to CobiT to ensure your policies are complete and comprehensive.
Not-for-Profit PolicyPro®
The Not-for-Profit database covers the essential topics of Advocacy and Public Policy, Corporate Administration, Financial Management, Governance, Human Resources, Marketing and Membership. The policies are an essential tool for appropriate action and ethical decision making.
Federally Regulated PolicyPro®
A new policy database with the essential HR policies required by federally regulated organizations. This is a unique resource with model HR policies that meet the requirements of the Canada Labour Code and the federal contractor’s program.
Operations & Marketing PolicyPro®
Meeting corporate social responsibility and standards such as ISO 9001 on quality management systems, the ISO 14000 family of standards on environmental management or the Committee of Sponsoring Organizations of the Treadway Commission’s Internal Control-Integrated Framework (2013) (COSO), gives an organization the confidence that it is meeting compliance obligations and following best practices to reduce costs and waste, improve the quality of products and services, improve delivery times, and protect the environment.
Start your free 30-day trial of PolicyPro®
No credit card, no obligation!
Start your trial and see how quick and easy it is to put in place the policies required by law and best practice.
