Automate your annual corporate policy sign-offs!

In May of this year, we talked about how policyIQ can be configured to manage a corporate policy sign-off process.  Since we’re celebrating the “Forms of July” this month, we’d like to give an overview of this process and explain how policyIQ can help you simplify your current work and realize specific gains.

If your organization is like many, your employees are required to read a handful of corporate policies on an annual basis and also indicate their agreement to abide by those policies. In many cases, someone in HR will need to send out a blast email pointing employees to the corporate policies. But how do you then gather the employee agreements? Perhaps the employees download a sign-off form, print it out, pencil in some answers and then route it back to HR. That process will work, but it’s error-prone, non-secure, and certainly not very green!

Save time, reduce errors and minimize your paper usage!

policyIQ provides a great solution for automating this process and cutting down on the possibilities for errors. Using policyIQ Forms:

  • You can create a sign-off form that includes the exact language you want your employees to agree to (the sign-off statement).
  • Your users can access their sign-off forms simply by logging into policyIQ. There’s never any risk that they’ll be accessing an outdated form. Their sign-off forms will be waiting for them on their policyIQ Dashboard, so there’s no other navigating required.
  • On each sign-off form, you have the option to display the related policy in the body of the form, ensuring that your employees have the information right in front of them as they indicate their compliance.

Once your employees submit their forms, you have a permanent record of their responses. policyIQ reporting makes it easy to review all answers of a certain type – e.g., which employees indicated that they do not agree to abide by a particular policy? You can get this kind of information in a matter of seconds, as opposed to browsing files or thumbing through papers.

Do you have dozens of these sign-off forms to distribute to hundreds of employees? Large-scale processes like this are simple in policyIQ. Our Form List feature makes it really easy to bundle all of your forms together in one list and distribute them to all employees on a specified date.


Managing your sign-off process from year to year is also very easy. Simply make a copy of last year’s list, make any necessary adjustments, and run the new list!

If you’d like to learn more about implementing your own annual policy sign-off process in policyIQ, contact your account manager at We’d be happy to demonstrate this feature and help you get your process up and running!

This entry was posted in Solutions by Stacey Zearott. Bookmark the permalink.

About Stacey Zearott

Stacey is the Client Success Manager for policyIQ. She has a very strong background in sales and operations with over 20 years in the communications sales industry. Not only does she bring this knowledge and background to the team, but a love of theatre, fun hair and just the need for a daily dose of laughter.

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