How to Add a Policy or Process

Learn how to add, configure, and upload a new company policy or process document in Sentrient, our learning and compliance management portal.

May 14, 2026 By Simon Hoyle

This guide explains how to add and configure a new policy or process within the company management portal. Uploading policies correctly ensures staff have immediate access to current documentation and establishes automated review cycles for ongoing compliance.

This task is typically performed by HR, People & Culture (P&C) business partners, and system administrators who are responsible for maintaining up-to-date corporate documentation and training modules.

Navigate to Policy Management

Access the policy management area directly from your main dashboard.

Step #1: Click Manage from the main home page navigation. — Click **Manage** from the main home page navigation.

Step #2: Under the Policy section, click Manage Policies to view the central repository of all hosted policies and processes. — Under the Policy section, click **Manage Policies** to view the central repository of all hosted policies and processes.

Step #3: Click + Add in the top right corner to create a new entry. — Click **+ Add** in the top right corner to create a new entry.

Configure Policy Details

Fill out the core metadata to ensure your document is easily searchable and correctly assigned.

Step #4: Enter the policy Name (e.g., "Reasonable Suspicion Process"). — Enter the policy **Name** (e.g., "Reasonable Suspicion Process").

Step #5: Enter a Code for your policy. Standardize your prefixes (e.g., use "GL" for global policies, AU for Australia, etc.). — Enter a **Code** for your policy. Standardize your prefixes (e.g., use "GL" for global policies, AU for Australia, etc.).

Step #6: Open the Categories dropdown and select the relevant classification. Use the Compliance category for standard requirements targeted at new starters. — Open the **Categories** dropdown and select the relevant classification. Use the **Compliance** category for standard requirements targeted at new starters.

Assigning Responsibilities

You must assign an Owner and a Reviewer for every policy.

Role	Responsibility	Selection Guidelines
Owner	Ensures the policy accurately reflects current legislation and business rules.	Typically a senior P&C business partner or department head.
Reviewer	Ensures the policy document gets updated before it expires.	Typically an operational manager or administrative coordinator.

Step #7: Click the Owner field and select the appropriate team member. — Click the **Owner** field and select the appropriate team member.

Step #8: Click the Reviewer field and select the team member responsible for maintaining the document. — Click the **Reviewer** field and select the team member responsible for maintaining the document.

Step #9: Click the Next Review Date field and use the calendar to schedule the next required update (e.g., two years from today's date). — Click the **Next Review Date** field and use the calendar to schedule the next required update (e.g., two years from today's date).

Step #10: Optionally, provide a long overview in the Description field, or leave it blank. — Optionally, provide a long overview in the **Description** field, or leave it blank.

Upload the Document and Finish

Attach the actual policy file and publish the record to the portal.

Step #11: In the File Type dropdown at the bottom of the form, select Audio / Video / Document. — In the **File Type** dropdown at the bottom of the form, select **Audio / Video / Document**.

Step #12: Click Select files, navigate to the document on your computer, and open it to attach it to the form. — Click **Select files**, navigate to the document on your computer, and open it to attach it to the form.

You can safely ignore any options regarding adding an assessment. Most standard policies and processes do not require quizzes attached to them.

Step #13: Click Finish at the bottom of the configuration screen. — Click **Finish** at the bottom of the configuration screen.

Step #14: Click Yes in the confirmation pop-up to finalize and create the policy. — Click **Yes** in the confirmation pop-up to finalize and create the policy.

To verify success, use the search bar on the Manage Policies dashboard to look up the newly created policy name.

FAQ

Q: How will the reviewer know when it is time to update the policy?

A: The system automatically sends an email notification to the designated Reviewer as the "Next Review Date" approaches, prompting them to initiate the update process.

Q: Do I need to attach a quiz or assessment to every policy?

A: No, standard processes and policies do not require an assessment. You can complete the setup without configuring the assessment section.

Glossary

Term	Definition
Owner	The senior person or business partner legally or strategically responsible for ensuring the policy aligns with current legislation.
Reviewer	The person responsible for ensuring the actual document gets updated when the review cycle occurs, even if they do not write the update themselves.
Policy Code	A standardized prefix or abbreviation used to categorize and track documents (e.g., "GL" for global policies).