Policy Acknowledgement

Policy Acknowledgement defines records showing who has read and signed each policy and the Code of Conduct. It recommends issuing a policy once and tracking acknowledgement separately for each person and version, using a shared sign-off sheet instead of disconnected emails. The proposed workflow issues the policy, assigns it to people, schedules reminders, records sign-off and produces an overdue report. The design focuses on whether the current version was acknowledged, not simply whether a policy exists. Reminder activity remains a step for people or the integration layer.

The default deliverable is a short recommendation. An explicit setup, build or conversion request produces artifacts after essential missing facts are resolved. Advice receives a direct answer, while a review works from the material provided. This keeps the size of the proposed setup tied to the requested outcome.

Use it for policy sign-off trackers, acknowledgement logs, Code of Conduct sign-off and policy compliance tracking. It does not host documents or capture legally binding electronic signatures. It does not compute payroll, tax, leave balances or KPIs.

This is an empty-template workflow, not processing of real employee or customer records. Automation, reminders and synchronization require the separate integration layer. Sensitive decisions and adjustments require qualified human review before anything is acted on.

Intake identifies the policies and versions, whether the Code of Conduct is included, which staff must sign and whether contractors are included. It distinguishes reading from signing, confirms reminder schedules and deadlines after issue, examines the current email-based process and asks whether the goal is an audit trail or tracker. Questions are asked one at a time, excluding anything already answered in earlier messages. Unknown facts stay unknown. Intent, confirmed facts, open questions and requested formats remain internal unless the user asks to inspect them; no missing answer is invented.

The field model includes Acknowledgement (text); Employee Name (text); Policy (text); Policy Version (text); Sent Date (date); Due Date (date); Acknowledged Date (date); Acknowledged (checkbox); Days Overdue (number); Reminder Sent (checkbox); Status (select); Acknowledgement ID (id).

Status starts with Sent, Viewed, Acknowledged, Overdue, Waived.

Requested CSV, SQL DDL, JSON Schema and Notion mappings derive from one field list. Display names remain identical across CSV and JSON, and normalized SQL identifiers are documented. Relation fields keep their relational meaning, dates remain dates and money remains currency. Machine-readable data is separated from explanation, with validation failures and limitations reported separately.

One supplied SQL example is:

CREATE INDEX idx_policy_acknowledgement_status ON policy_acknowledgement (status);

Excel-compatible CSV uses UTF-8 with a byte order mark. Because CSV has no column types, numeric, date and currency formatting is identified after the data. A CSV is not an .xlsx workbook; the latter is generated only when requested. Example rows require an explicit request and must be clearly synthetic. Sensitive identifiers are not unnecessarily repeated in a review, and generated templates remain empty.

Notion output goes to notion-manual-import for the CSV, property mapping, import steps and verification checklist. Manual mappings require no connection. Requested workspace changes require verified tool access, the actual target and authorization; a claimed connection is insufficient evidence. Notion relation columns resolve only after both databases have been imported. Select options are an initial vocabulary that can be renamed to match the business. people-directory supplies the related employee master record; notification-reminder-hub is the separate due-date reminder module. Personal identifiers and sensitive financial details stay out of generated templates.