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Portal Administrator Guide
Managing Company Policies
Changing a Policy
You may need to change a policy to comply with new federal, state, or local laws, such
as for a policy on smoking in the workplace. Or, you may learn that a section needs to
be added to an attendance policy that covers taking time off for doctor appointments.
Important: After a policy is rolled out to employees through an associated event, you
can only change how the name and description of the policy display in the Company
Policy area of the Resources page. You cannot change policy content. However, you can
stop the event, add a new policy, and then roll out the new policy through a new event.
If you have not rolled out a company policy, you can replace the current policy with a
new document file or URL to the new policy.
To change a company policy, do the following:
1 Point to Home and select Resources.
2 In the Company Policy area, click Manage Policies.
3 In the Policy Name column, click the policy you want to change.
4 If necessary, change the name or its appearance by clicking
(Show Editor).
Change the name in the Policy Name field. Change the name’s appearance by using
the Editor tools that display.
5 If necessary, change the description text.
6 To preview the current policy, click Preview. The policy is displayed in a separate
window. Click X in the upper right corner to close the window.
In this example, a description is
added for a cell phone policy.