Policy & Compliance Manager
The Policy & Compliance Manager covers the full lifecycle of a workplace policy: author it, distribute it to the right employees, optionally gate distribution behind a comprehension quiz, and track who has acknowledged.
| Page | Audience | What's there |
|---|---|---|
/policies | HR, compliance | The policy library — author, version, publish |
/policies/[id] | Policy owner | Editor, approval chain, distributions, quiz, compliance, settings |
| Distributions | HR, compliance | Push policies to employee segments |
| Compliance tracking | Compliance officer | Tenant-wide acknowledgement rates |
| My policies | Every employee | The employee-facing inbox: read, acknowledge, take quizzes |
Library dashboard
The /policies index is the planning and oversight surface. At the top:
aggregate compliance metrics — active policies, pending acknowledgements,
overall acknowledgement %, overdue items.
Tabs split policies by status (All, Published, Drafts) and embed distribution + compliance views.
The table columns: title, category, priority, lifecycle status, language variants (EN / FR), version, real-time acknowledgement progress bar.
The New policy button opens a creation sheet capturing:
- Title
- Category — HR, operations, IT security, compliance, health/safety, client-specific, regulatory
- Compliance level — regulatory, BPO internal, client-specific
- Priority — critical, standard, informational
- Language(s) — bilingual support for paired EN / FR
Lifecycle
draft ──► in_review ──► approved ──► published ──► retired
Approval chain rules and the move from in_review → approved are
configured per category. Once published, the policy can be assigned to
employees via distributions.
Policy detail
/policies/[policyId] opens a tabbed editor:
| Tab | What's in it |
|---|---|
| Editor | Tiptap markdown editor for draft content with version tracking |
| Approval | Chain UI showing review steps, status, request-changes flow |
| Distributions | Embedded view of campaigns scoped to this policy |
| Quiz | Comprehension assessment authoring |
| Compliance | Per-policy acknowledgement breakdown by employee |
| Settings | Metadata, category, priority, owner reassignment |
Versioning
Each save creates a new draft version. The version sidebar tracks creation dates, authors, and change summaries. A side-by-side diff compares draft vs. published.
For paired bilingual policies, EN / FR versions stay synchronised — the editor flags when one language has drifted ahead and prompts to update the other.
Roles
| Permission | Who | Lets the user… |
|---|---|---|
policies.policy.create / .update | Policy author | Author and edit drafts |
policies.policy.approve | Approver | Sign off on in_review policies |
policies.policy.publish | HR admin | Publish approved policies |
policies.distribution.create | HR admin | Create distribution campaigns |
policies.compliance.read | Compliance officer | Read tenant-wide compliance dashboard |
policies.policy.read.own | Every employee | See policies assigned to them via /policies/my |