How do I access policies in Self-Service?

Modified on Tue, 10 Dec, 2024 at 2:54 PM

Cintra iQ Self-Service allows you to provide your employees with online access to your company's policy documentation.

Managing the policies is separated into two areas: Cintra iQ and Cintra Self-Service. You can set up the policy document's details in Cintra iQ and administer the policies in Self-Service. For more information, see the Policy Document check list.

Some policies may require acceptance, depending on their type and how they are set up in Cintra iQ. You can accept, reject or close a policy document.

Note:

For more information about how to set up Policy Documents for acceptance or rejection, see How do I set up policy details in Cintra iQ.

The first time you open a policy, you must follow the acceptance process, but once the decision is recorded, you can return to the document as often as necessary.

Go to Self-Service Personal Details menu option> Policies Documents

Note:

The menu option from where you can access the policies can be customisable. For more information, contact your System Administrator.

Name	Description
Category Setup window	This column displays the category of the policy, which was selected from Cintra iQ's Document
Document Name	This column displays the title of the policy, which was entered in Cintra iQ's Document Setup window.
Date Read	This column displays the date of when you first opened the document.
Accepted/Rejected	This column displays whether you have accepted or rejected the document.
Date Accepted/Rejected	This column displays the date on which you have accepted or rejected the document.

More Information

How do I read a policy?

You can read your company policies by clicking on the desired document.

Note:

You can open and close a policy without accepting or rejecting it. Although no status is displayed, the system records the document as "read" by displaying the date and time of when you first opened the document.

How do I accept a policy?

The very first time the document is opened the Accept, Reject and Close buttons are displayed.

Click the Accept button. The document's status is displayed as Accepted on the Document page.

Note:

If you reopen the Accepted policy, you only have the option to Close it. The Date Read date and time is not updated.

How do I reject a policy?

Depending on how the document was set up in Cintra iQ, the very first time the document is opened the Accept, Reject and Close buttons are displayed.

Click the Reject button. The document's status is displayed as Rejected on the Document page.

Note:

If you reopen the Rejected policy, you only have the option to Accept or Close it. The Date Read date and time stamp is not updated.

How do I close a policy once I finished reading?

Depending on the document's status, you can perform the following:

Click the Accept button.
Click the Reject button.
Click the Close button.
Click the X button.

How do I accept a policy I previously rejected?

Open the rejected policy and click the Accept button. Its status is updated to Accepted.

How do I reject a policy I previously accepted?

It is not possible. An accepted policy cannot be rejected.

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