Basic Policy Management Setup

The Basic level setup for Policy Magic starts is best for its ability to quickly add a new policy using the built in "Policy Builder" tool. This converts your policy materials from Word, PDF, PowerPoint into a set of online pages in your account, we can do this work for you as a part of the setup.

These are some of the factors that make the Basic Package a good fit:

  • lower number of employees, typically under 500 and as low as 25
  • lower number of policies, often one Employee Handbook, Employee Manual, less than 10 policies
  • basic administration needs, adding new hires, removing employees no longer employed, monitoring progress and ensuring compliance

Fewer people and fewer locations to manage and monitor means a simpler management package may be more useful but more people, policies or locations to look after may be more suited to the advanced package option.

The system can have unlimited policies at all levels. Having only one or two policies means a quick turn around time on getting your materials and having your policies added to your account. This affects the setup rate and time it takes to do the setup. Fewer policies means quick and easy setup for a ready to use live account in less time. Basic setups are often completed within a few days from having the account setup and receiving the materials from the Client.

The system includes an Admin module and at the Basic level you have the ability to manage your employee list by adding new employees or removing employees as well. Scheduling a policy review is as simple as selecting the policy, selecting the employees who need to review it from your list, and clicking a button. With the click of a button each person’s unique login is created and emailed to them to notify them that they need to review the policy.

For many Clients the Basic Package is a fast, simple, and easy way to store, manage and monitor policies online. Unless the situation changes there is no need for the Advanced or Precise Fit packages.

Contact us for more information on choosing the right package for you.

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