Step 1 of 3: Add your training

How to add a policy for employees to read and sign

Add a requirement, choose Policy to read and sign, and upload the PDF. Employees open it from an email link, check a box to acknowledge it, and Ethica records when they signed and which version.

Steps

1. 1 Go to Requirements and click Add Requirement.
2. 2 Policy to read and sign is already selected. Give it a name, for example "Workplace Harassment Policy".
3. 3 Upload your policy PDF.
4. 4 Optionally set when it's due, and choose Yes, it repeats for policies people must re-sign every year.
5. 5 Click Create Requirement, then assign it to people or to a role.

Good to know

• By default employees agree to "I have read and acknowledge this policy." You can change the wording, version number, and effective date under the optional settings.
• Each acknowledgment records the date and time, the policy version, and the exact wording the employee agreed to.
• Employees can read the PDF on a computer or phone. On a phone it opens in a new tab. No login is needed.
• See what records to keep for policy sign-offs.