--- title: Policy Management Overview description: policy, policies --- [Skip to content](https://help.nevvon.com/knowledge/policies-overview#main-content) English Show submenu for translations ![Logo Portrait Tagline-2](https://help.nevvon.com/hs-fs/hubfs/Logo%20Portrait%20Tagline-2.png?width=400&height=106&name=Logo%20Portrait%20Tagline-2.png) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.nevvon.com/knowledge?hsLang=en) 2. [Help for Managers](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en) 3. [Policies](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#policies) # Policy Management Overview ## This article summarizes how Policies are created, assigned and monitored Nevvon's Policy Management allows agencies to send policies to employees through the Nevvon app, collect an acknowledgement or signature, and monitor completions.  Policies are unpaid, with no duration and don't use hours from the panel.  If your panel is integrated with either HHAX or Alayacare, the completed policy document can be automatically sent to the employee's profile in your AMS. - [How to Create a Policy in Nevvon](https://help.nevvon.com/knowledge/policies-overview#create) - [How to View a Policy in Nevvon](https://help.nevvon.com/knowledge/policies-overview#view) - [How to Assign a Policy](https://help.nevvon.com/knowledge/policies-overview#assign) - [Individually](https://help.nevvon.com/knowledge/policies-overview#individually) - [As a Bulk Action](https://help.nevvon.com/knowledge/policies-overview#bulkaction) - [How to Monitor Policies](https://help.nevvon.com/knowledge/policies-overview#monitor)   ### How to Create a Policy in Nevvon 1\. Send your policy document to your Account Manager to create in Nevvon.  File must be a **PDF**. 2\. Below are the details that must be provided: - **Title** - **Acknowledgement Settings** - Acknowledgement Required **OR** Signature Required 3\. Once created, admins can view their document under the Policies tab   --- ### How to View the Policy in Nevvon 1\. Click the **Policies** tab on the lefthand menu ![Screen Shot 2026-11-03 at 14.06.47](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202026-11-03%20at%2014.06.47.png?width=226&height=339&name=Screen%20Shot%202026-11-03%20at%2014.06.47.png) 2\. Click on your desired policy ![Screen Shot 2026-11-03 at 14.11.25](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202026-11-03%20at%2014.11.25.png?width=571&height=265&name=Screen%20Shot%202026-11-03%20at%2014.11.25.png) 3\. Click the **Content** tab ![Screen Shot 2026-11-03 at 14.13.13](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202026-11-03%20at%2014.13.13.png?width=240&height=124&name=Screen%20Shot%202026-11-03%20at%2014.13.13.png) 4\. Your policy will be visible to review --- ### How to Assign a Policy A Policy can be assigned individually or as a bulk action #### Individually 1\. From the **Employees** Page, search for the desired employee and click their name ![Screen Shot 2026-11-04 at 11.26.08](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202026-11-04%20at%2011.26.08.png?width=670&height=152&name=Screen%20Shot%202026-11-04%20at%2011.26.08.png) 2\. On the Employee profile, select the **+ Add** button and select **Add to policy** ![Screen Shot 2026-11-04 at 13.26.13](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202026-11-04%20at%2013.26.13.png?width=350&height=202&name=Screen%20Shot%202026-11-04%20at%2013.26.13.png) 3\. Select the desired **policy** and add a **Start Date** and **Due Date.**  Click **Add to Policy**  ![Screen Shot 2026-11-04 at 13.28.14-1](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202026-11-04%20at%2013.28.14-1.png?width=500&height=406&name=Screen%20Shot%202026-11-04%20at%2013.28.14-1.png) #### As a Bulk Action 1\. From the **Employees** page, select the desired employees, or select all with the check box. ![Screen Shot 2026-11-05 at 13.47.09](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202026-11-05%20at%2013.47.09.png?width=405&height=433&name=Screen%20Shot%202026-11-05%20at%2013.47.09.png) 2\. Select the **Actions** button, click **Add to** and select **Add to policy** ![Screen Shot 2026-11-05 at 13.47.34](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202026-11-05%20at%2013.47.34.png?width=412&height=247&name=Screen%20Shot%202026-11-05%20at%2013.47.34.png) 3\. Select the desired **policy** and add a **Start Date** and **Due Date.**  Click **Add to Policy** **![Screen Shot 2026-11-05 at 13.55.18](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202026-11-05%20at%2013.55.18.png?width=390&height=298&name=Screen%20Shot%202026-11-05%20at%2013.55.18.png)** --- ### How to Monitor Policies Policies can be monitored based on status.  Admins can use the preset filters to filter the list by either **Incomplete** or **Completed**. ![Screen Shot 2026-11-05 at 14.00.39](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202026-11-05%20at%2014.00.39.png?width=670&height=297&name=Screen%20Shot%202026-11-05%20at%2014.00.39.png)     - [Help for Caregivers](https://help.nevvon.com/knowledge/help-for-caregivers?hsLang=en#main-content) - [Getting Started](https://help.nevvon.com/knowledge/help-for-caregivers?hsLang=en#getting-started) - [Self-Directed Support](https://help.nevvon.com/knowledge/help-for-caregivers?hsLang=en#self-directed-support) - [Rewards and Recognition](https://help.nevvon.com/knowledge/help-for-caregivers?hsLang=en#rewards-and-recognition) - [Other](https://help.nevvon.com/knowledge/help-for-caregivers?hsLang=en#other) - [Still Need Help?](https://help.nevvon.com/knowledge/help-for-caregivers?hsLang=en#still-need-help) - [Help for Managers](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#main-content) - [Getting Started](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#getting-started) - [Panel Settings](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#panel-settings) - [Core Actions](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#core-actions) - [Classroom Management](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#classroom-management) - [Forms](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#forms) - [Quizzes](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#quizzes) - [Reports](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#reports) - [Surveys](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#surveys) - [Supporting Your Employees](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#supporting-your-employees) - [Other](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#other) - [Policies](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#policies) - [System Updates](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#system-updates) [mailto:support@nevvon.com](mailto:support@nevvon.com) Copyright © 2025, Nevvon