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HR compliance and policy management

HR compliance and policy management for SMEs

Keeping on top of employment policies and compliance shouldn't take over your day.

Bring your handbook, policy reviews, legislative changes and workplace risk assessments into one controlled process. PolicyPilot shows you what needs attention, guides you through what to do next and keeps a clear record of what you've reviewed, approved and communicated.

PolicyPilot handles the administration. You stay in control of the decisions.

See how it works

Needs your attention

Example
  • Company details to complete

    4 details used by your policies

    To complete
  • Policies ready to approve

    12 policies · approve together

    Ready
  • Legislative recommendation

    Sickness Absence Policy

    Action required
  • Harassment risk assessment

    Client entertainment · 1 action due

    Action required
  • Risk assessment review due

    Field sales team · in 3 weeks

    Review due

40

policies

38

published

5

Must Read

How it works

Turn HR compliance from documents and reminders into a managed process.

Policies, reviews, risk assessments, legislative changes and employee communications can easily end up spread across documents, spreadsheets and reminders. PolicyPilot brings that work into one controlled process.

  1. 1Import or create
  2. 2Organise
  3. 3Review & approve
  4. 4Publish
  5. 5Monitor
  6. 6Update
See how PolicyPilot works, step by step

Getting started

Start with what you already have.

Upload your existing Word handbook

Upload your handbook and PolicyPilot separates it into individual policies for you to review, highlighting anything that needs your attention. The original file is kept and nothing publishes automatically.

Your existing handbook does not need to be rebuilt from scratch.

  • Start with PolicyPilot templates

    Preview policy templates and select several at once. Each one copies into your Policy Bank as a draft for you to review and personalise.

  • Upload individual policies

    Add a single Word or PDF policy, or paste the wording.

  • Create policies directly

    Write or paste content into the PolicyPilot editor.

Mix and match: use templates for policies you don't have and keep your own wording elsewhere. A guided setup saves as you go, and nothing reaches employees until you invite them.

Handbook Register

Enter company details once.

PolicyPilot identifies the company details your policies actually use, such as your HR contact, sickness reporting arrangements or holiday year. Change something once and PolicyPilot shows you where it's used.

PolicyPilot automates the administration. You stay in control of the decisions.

Handbook Register

Example
  • HR contact

    Priya Shah, HR Manager

    Complete
  • Sickness reporting

    Call your line manager by 9am

    Complete
  • Grievance contact

    Head of People

    Complete
  • Holiday year

    Not yet entered

    Needs attention

"HR contact" is used in 9 policies. Change it once here.

Legislative monitoring

PolicyPilot keeps watching after your handbook goes live.

At least every 90 days, PolicyPilot reviews the policies in its legislative monitoring scope against official sources. Where something relevant is found, you can see:

  • What changed
  • Why it matters
  • Which policies may be affected
  • The implementation date, where confirmed
  • The supporting official source
  • A recommendation and your Handbook Legislative Health

PolicyPilot identifies what may need attention. You decide what action to take.

See how legislative monitoring works

Handbook Legislative Health

Example

92%

  • 34 policies current
  • 3 need review
  • 1 action required
Last checked
12 days ago
Next review
In 78 days

Action required Sickness Absence Policy

A confirmed change to statutory sick pay takes effect on a set date. Consider reviewing your waiting-days wording.

Source: GOV.UK

A recommendation for you to review. Not a guarantee of legal compliance.

Harassment risk assessments

Not sure where to start? PolicyPilot guides you through it.

Employers need to consider where employees could be exposed to sexual harassment, including inappropriate behaviour from customers, clients and other third parties. Knowing where to start can be the difficult bit.

Answer straightforward questions about how your people work and PolicyPilot creates a suggested risk assessment for you to review.

PolicyPilot suggests the risks. You review them, make any changes and decide what happens next.

  1. 1Answer

    Tell us how your people work.

    Customers, travel, lone working, events, third parties and existing controls.

  2. 2Identify

    PolicyPilot identifies relevant risks.

    Structured risk rules use your answers to determine which risks and control considerations may apply.

  3. 3Review

    Review the suggested assessment.

    Change the wording, scores or controls, add anything we've missed and decide what applies to your organisation.

  4. 4Manage

    Approve it and keep it under review.

    Allocate actions, publish relevant information and set the next review date.

Harassment risk assessment

Example
  • Client entertainment12 HIGH
    Risk
    Inappropriate behaviour from clients during work-related social events where alcohol is available.
    Existing controls
    Harassment policy, Manager reporting route
    Further action
    Introduce client behaviour expectations
    Owner
    Sales Director
    Residual risk
    6 MODERATE

Built from your answers

Not a generic template.

PolicyPilot doesn't simply give every business the same assessment. Your answers determine which risks are suggested.

If your employees visit customers, work alone, travel overnight or attend client events, PolicyPilot considers those working arrangements when building your assessment. For every suggested risk, you can see why it has been included.

Explore Risk Assessments
  • If your employees…

    Visit customers

    Lone working at customer premises

  • If your employees…

    Travel overnight

    Business travel and overnight stays

  • If your employees…

    Attend client events

    Client entertainment involving alcohol

  • If your employees…

    Serve the public

    Customer-facing employees

Template updates

See what changed before you change your policy.

You see what's changed before deciding whether to update your policy. Updating creates a new draft, and the published policy stays live until you approve and publish the replacement.

Template update · Flexible Working Policy

Example

Your version

Requests can be made after 26 weeks…

New template

Requests can be made from the first day…

Update (new draft)Keep my version

Employee communication

A 40-policy handbook should not mean 40 emails.

Combine several handbook changes into one Employee Update. You decide which changes employees need to know about and which policies require acknowledgement.

  • You choose what becomes Must Read
  • Employees acknowledge important policies
  • You can see what's still outstanding
  • Reminders are combined, not repeated
  • Selected risk assessment information can be published too

Employee Update

Example

Your handbook has been updated

One email · 3 changes

  • Annual Leave Policy — updated
  • Hybrid Working Policy — new
  • Expenses Policy — updated
Published1 Must Read

Must Read

Example
  • Code of Conduct46 of 48 read
  • Data Protection Policy48 of 48 read
  • Health & Safety Policy41 of 48 read

Each employee with anything outstanding gets one Monday reminder covering it all.

Who it's for

Built for the people responsible for keeping things on track.

You don't need a large HR team to use PolicyPilot. Whether you're a business owner, manager, HR professional or adviser, PolicyPilot helps organise the administration and shows you what needs attention.

For you

Keep on top of it, without the admin.

Owners, managers, office and operations managers, HR professionals and HR consultants. PolicyPilot handles the repetitive work at every stage, and you make the decisions.

  1. Create or import
  2. Review
  3. Approve
  4. Publish
  5. Monitor
  6. Communicate

For employees

A handbook employees can actually use.

Employees don't need to know where the latest PDF was saved.

  • Searchable policies
  • Simple access by email link
  • What's Changed
  • Must Read items
  • Their own reading status
  • Published workplace risk information
"Can I carry over holiday?"

Security and privacy

Your organisation's information, kept private.

Read our privacy policy.

  • Each organisation's information kept separate
  • Role-based access
  • Expiring, single-use sign-in links
  • Private reading information

Spend less time on administration. Keep control of the decisions.

Bring your handbook, legislative reviews, employee communication and workplace risk assessments into one place.

PolicyPilot shows you what needs attention and helps you work through what happens next.

Already using PolicyPilot? Log in · Employee sign in