How-to
Setting policy applicability
On this page
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
- Open the Add Policy form or click the Edit icon for an existing policy.
- Scroll to the Applicability section.
- Select the relevant filters based on who this policy should apply to.
- 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 is visible to all employees.
Next step
To control whether employees are required to acknowledge a policy, refer to: Configuring policy acknowledgement
Frequently asked questions
Can applicability filters be combined when setting up a policy?
Yes. You can select multiple filters such as department, location, band/grade, and business unit together to expand the list of employees a policy applies to.
Can applicability be changed after a policy has been created?
Yes. You 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.
What happens if no applicability filter is selected for a policy?
If no filter is selected, the policy applies to all employees by default.