Setting Policy Applicability

Applicability defines which employees a policy applies to. When creating or editing a policy, administrators can use the Applicability section to target specific groups of employees. If no filters are selected, the policy applies to all employees by default.

Navigation Path

Control Panel → Forms/Policies → Policies → Add New or Edit Policy

Steps to Set Applicability

  1. Open the Add Policy form or click the Edit icon for an existing policy.
  2. Scroll to the Applicability section.
  3. Select the relevant filters based on who this policy should apply to.
  4. Click Save.

Available Filters

  • Department: Select one or more departments to restrict the policy to employees in those departments.
  • Location: Select one or more locations to apply the policy to employees at those locations.
  • Band / Grade: Select one or more bands or grades to apply the policy to employees of a specific grade.
  • Business Unit: Select one or more business units to apply the policy to employees in those units.

Filters can be used individually or in combination. If no filter is selected, the policy will be visible to all employees.

Next Step

To control whether employees are required to acknowledge a policy, refer to: Configuring Policy Acknowledgement

FAQ

It defines which employees will see the policy. If no filters are selected, the policy applies to all employees.

Yes. Administrators can select multiple filters such as department, location, band/grade, and business unit together to expand the list of employees a policy applies to.

Yes. Administrators can update applicability at any time using the Set Applicability icon in the Actions column on the Policies list, without having to edit the full policy.

If no filter is selected, the policy applies to all employees by default.