How it works
How PolicyPilot Works
PolicyPilot turns your handbook, policy reviews, legislative changes and risk assessments into one cycle you can manage. It 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.
The cycle
One controlled process, from first draft to the next update.
- 1
Create or import
Start with the handbook you already have. Upload a Word handbook and PolicyPilot separates it into individual policies, or start from templates, upload single policies or write them directly.
- 2
Organise
Your policies sit in one Policy Bank. PolicyPilot picks out the company details they use, such as your HR contact or holiday year, so you can enter them once in the Handbook Register.
- 3
Review
Review suggested changes, from missing details and template updates to legislative recommendations. You see what's changed before deciding.
- 4
Approve
Approve them when you're ready, on your own or with reviewers and approvers. Nothing is approved or published automatically.
- 5
Publish
Publish the latest version to a searchable employee handbook. Combine changes into one Employee Update and choose what employees must read and acknowledge.
- 6
Monitor
PolicyPilot keeps watching: review dates, reading and acknowledgements, and at least every 90 days, relevant legislative developments.
- 7
Update
See what needs attention next. Create a new draft without changing the version employees currently see, then take it back through review and approval.
Organise once
Change something once and see everywhere it's used.
When a company detail changes, update it in the Handbook Register. PolicyPilot shows you which policies use it, so nothing is missed.
Handbook Register
Example- Complete
HR contact
Priya Shah, HR Manager
- Complete
Sickness reporting
Call your line manager by 9am
- Complete
Grievance contact
Head of People
- Needs attention
Holiday year
Not yet entered
"HR contact" is used in 9 policies. Change it once here.
Review and update
Decide with the difference in front of you.
Whether the prompt is a template update or a legislative recommendation, you compare the wording and choose to update or keep your version. Updates start as a new draft.
Template update · Flexible Working Policy
ExampleYour version
Requests can be made after 26 weeks…
New template
Requests can be made from the first day…
Monitor
Legislative monitoring
We show you what changed, which policies may be affected and the official source. You decide how to respond.
See how legislative monitoring worksAssess
Harassment risk assessments
Answer questions about how your people work and review a suggested assessment, with actions and a review date.
Explore harassment risk assessmentsPolicyPilot shows you what needs attention. You decide what happens next.
Start with the handbook you already have.
See how PolicyPilot would organise your policies, reviews and risk assessments into one controlled process.