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A staff break room with a long table and mismatched chairs, a row of lockers, a kettle and mugs, and a corkboard of unmarked white sheets; one person seen from behind hanging a coat on a hook.

Policy acknowledgments

Everybody read it. Now show which everybody, and when.

The handbook went out in an email. Ninety people opened it, some of them read it, and the only record you have is that the email was sent.

What this document is

A signature confirming that a named person has read a specific version of a policy — the version, not the policy, which is the part that matters.

Also called: handbook acknowledgment · rules acknowledgment · code of conduct · policy sign-off · terms acknowledgment

Read the Site Rules Acknowledgment in the library →

Page one of the Site Rules Acknowledgment, as a blank copy for Example Business: the document's title and opening clauses, with a line for each blank still to be filled in.
Page one of the Site Rules Acknowledgment, as the dashboard prints a blank copy.

Where it goes wrong

Not a feature list. These are the three moments this exists for.

A noticeboard with printed policies pinned over one another, their type too small to read, a coffee cup on the shelf below.

Sent is not read, and read is not agreed

An email open rate is not an acknowledgment. The question anybody asks afterwards is whether this specific person accepted this specific wording, and a mailing list cannot answer it.

The version nobody can pin down

The policy changed in March. Somebody signed something in January. Which text they actually accepted is, at that point, unknowable — which is the same as having nothing.

The annual that quietly stops happening

It is on somebody's list every year until the year it is not, and the gap is invisible until an auditor or an insurer looks for it.

What happens instead

The certificate page for a signed document, checked against the issuing record. The business and the people named are examples.
1

The version is part of the record

Templates are versioned, and the signed document carries the exact text that was shown along with its hash. What the person accepted can be produced, word for word, years later.

Who has not signed: counts across the top, then each person still to sign, the document, and how long it has been out. The business and the people named are examples.
2

One list of who has not

By name, not by a count. A reminder goes to the people it is for rather than to everybody, which is the difference between a nudge and noise.

A template's versions: each published version kept exactly as it was signed. The business and the people named are examples.
3

A new version asks again, on purpose

Changing a policy creates a new version and a new round of acknowledgments, so the record never quietly drifts out of date.

This is not an HR system

Employment policies come with rules about what must be provided, in what language, and how long records are kept, and the answer differs by state and by the size of the employer. We hold signatures against versions and we do that well. Whether your handbook says the right things is between you and your employment counsel.

Questions

Can we see exactly what somebody agreed to?

Yes — the signed document holds the text as it was when they signed it, with a hash that shows it has not changed since. That is the point of versioning rather than editing.

What about an annual re-acknowledgment?

The document carries the period it covers, and the list shows whose has run out. Sending the next round is one action rather than a project.

Can members acknowledge on a tablet at the desk?

Yes. The tablet app locks to one workflow, resets between people and reaches nothing else in the account.

A staff break room with a long table and mismatched chairs, a row of lockers, a kettle and mugs, and a corkboard of unmarked white sheets; one person seen from behind hanging a coat on a hook.
A hand holding a phone showing a document and a signature, outside a timber lakeside cabin, with two guests walking to the door with luggage.

Ready when the next guest is.

Free for the first 25 agreements a month. No card to start.