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What is PolicyPro?

PolicyPro® serves as a robust online tool for managing policies, standing out as Canada’s leading provider of current model policies, procedures, and forms that cater to various fields such as HR, finance, IT, and non-profit organizations. This platform not only provides users with vital resources for creating and updating policies quickly but also includes features that streamline the process of distributing these documents to employees, ensuring they acknowledge and understand the content. What sets PolicyPro® apart is its all-encompassing policy management system, which encompasses everything from the initial creation of policies to the final sign-off™, all within a secure, centralized cloud application hosted within Canada. As the landscape of today’s workplaces shifts, organizations are facing a surge in claims related to fraud, wrongful termination, harassment, and privacy violations. As a result, legal inquiries from attorneys, courts, and tribunals commonly start with the question, “What policies do you have in place, and how can you demonstrate that your employees have read and understood them?” This highlights the necessity for a dependable policy management solution like PolicyPro® to effectively reduce potential risks. Furthermore, by leveraging this system, organizations can foster a culture of compliance and accountability among their staff, ultimately enhancing workplace integrity.

What is Intapp Employee Compliance?

Intapp Employee Compliance enhances the management of your firm's personnel's financial interests and external activities while ensuring that they adhere to internal ethical standards and documentation protocols. This comprehensive solution supports professionals in meeting both organizational and legal requirements, thereby simplifying the oversight responsibilities for compliance teams as they track individual actions. By providing employees with user-friendly tools, adherence to company policies becomes easier, enabling the validation of information through standardized data and the detection of any inconsistencies. The system proactively notifies employees about required actions and keeps tabs on their progress, which aids in prompt responses and approvals through streamlined workflows and alerts. Furthermore, it generates detailed histories that are instrumental for both firm management and regulatory authorities. A centralized platform allows staff to efficiently manage and request approval for regulated activities, effortlessly merging employee compliance with your existing HR and trading systems. To further boost usability, it presents role-specific, centralized data views along with versatile reporting features that can be customized to fit the specific requirements of your organization. This adaptability not only improves efficiency but also fosters a culture of compliance throughout the firm.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

First Reference

Date Founded

1995

Company Location

Canada

Company Website

www.firstreference.com/policypro/

Company Facts

Organization Name

Intapp

Date Founded

2000

Company Location

United States

Company Website

www.intapp.com/employee-compliance/

Categories and 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

Categories and 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

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