FAQs on policy and procedure management
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Policy management software overview
How does a policy management solution increase policy compliance?
Policy management solutions include many features which support policy compliance. These include facilitating easy access to policies through a central policy library, lifecycle tools to help policy owners keep policies up to date, and employee attestation features so employees read mandatory policies. Policy management software will also include reporting to track success and monitor the attestation process, as well as automated reminders. All these features are essential in supporting policy compliance.
What will be the major policy management and compliance trends in 2026?
Compliance and the regularly environment will continue to get more complex with compliance teams finding it hard to keep up with all the changes. Additionally, there will be continuing priorities to reduce risk around cybersecurity and data privacy. The policy management software market will continue to grow as more teams turn to automated solutions, with AI increasingly found within products.
How will technology support policy management in 2026?
Technology will play an increasingly important role as organisations choose to use policy management solutions to automate and streamline key policy management tasks to reduce manual effort, eliminate errors, reduce risks, and better support compliance. This will help compliance teams to meet the increased compliance challenges of 2026 by freeing up valuable time.
How will AI impact compliance in 2026?
As AI influences the workplace, more and more compliance and risk issues will emerge. AI regulation will also start to take shape. While AI is also increasing cybersecurity risks, at the same time is also appearing in more policy management and compliance solutions to help compliance professionals.
Can I manage policies using Microsoft SharePoint alone?
While you can store policies in Microsoft document libraries and Microsoft search will help users find policies, SharePoint itself is not a full policy management solution. It lacks several basic features including employee attestation, policy lifecycle features to support review workflows, and optimised views for policy owners. While SharePoint has many of the basic features that are important for policy management – such as document versioning – you will need an additional product that integrates with SharePoint to use it for policy management at scale.
How do I choose the best policy management software for my organisation?
When selecting the best fit policy management software for your organisation there are likely to be several different criteria and features to consider. Key elements such as security and price will always be important for any enterprise solution, but for policy management software, areas such as employee attestation features, configurable review workflows, automated reminders, and analytics dashboards are all critical to manage policy management at scale. Microsoft 365 integration will also be important to ensure policies are fully available in the flow of work, while ease of use is also essential to drive successful adoption.
What makes Xoralia different from other policy management systems?
While Xoralia has some features in common with other policy management systems it also has several unique qualities. Firstly, it is a completely native Microsoft 365 solution so all data sits in your Microsoft 365 tenant which can be important from a security and risk perspective. It also integrates completely with SharePoint, Teams, and other Microsoft tools. Secondly, it comes with a set of focused SharePoint web parts to meet different use cases and a complete Teams app. Finally, it is designed from the ground up to be centred around the user, supporting high adoption and usage, while many older solutions are simply less user-friendly.
Can HR systems such as BrightHR and BreatheHR manage compliance policies?
Many HR systems can store policies, but they don’t provide attestations, version control, or audit trails. For compliance needs, dedicated policy software with more advanced features will be required.
What’s the difference between HR software and policy management software?
HR software focuses on employee data and the administration of core HR processes, but policy management capabilities are basic. Dedicated policy management software tracks the entire lifecycle of the policy and meets compliance requirements.
When should a company move beyond HR systems for policies?
Typically when headcount passes over 100, certifications like ISO 27001 are required, when it starts to operate in multiple jurisdictions, or when it is in a regulated sector.
Should policy management software integrate with Microsoft 365?
It helps ensure policies are more easily accessed and adopted, integrated into daily workflows, and can also be targeted to Microsoft 365 groups and through Entra ID profiles.
What are the risks of using HR systems for policy management?
You may lack the capabilities to keep policies up to date, support compliance and effectively disseminate policies to employees at the time of need.
What are the latest policy management and compliance trends reflected in statistics and surveys?
They suggest that compliance professionals believe compliance is getting more complex and expensive, particularly due to the pace of regulatory change. They also show a major reliance on technology and a continuing growth in the use of policy management software.
What are some key policy management statistics?
The policy management software market is set to grow by nearly 10% each year. Research also suggests that 68% of larger enterprises use dedicated policy management software. Individual policy management software solutions such as Xoralia can improve processes such as employee attestation, with 77% of organisations achieving rates of above 75%.
How does employee attestation support policy compliance?
Employee attestation is a process where employees digitally confirm that they have read, understood, and will comply with a policy. This is usually mandatory. Solutions that support employee attestation also include reporting to track success and send out automated reminders to employees who have yet to confirm. This feature is a tried and tested way to drive policy compliance as employees need to explicitly confirm they will follow a policy.
What is the best way to increase policy compliance?
There is no one single way to increase policy compliance, but a range of tactics can make a difference. These include making policy compliance a strategic priority, ensuring policies are up to date, and then removing barriers to adoption – for example making policies easy to access and embedding them in everyday workflows. Using an employee attestation feature for mandatory policies will also increase policy compliance.
What is compliance attestation?
Compliance attestation is the process of confirming and recording that your organisation and staff have read and understood key policies. This practice is vital for meeting regulatory obligations and reducing compliance risk. Xoralia helps you manage attestation easily with clear audit trails and automated tracking.
What does policy attestation software do?
Policy attestation software automates policy delivery, employee acknowledgement, and record-keeping for compliance. With Xoralia, you ensure every team member acknowledges key policies with minimal administration.
What is digital policy attestation?
Digital policy attestation is the electronic way to have staff confirm receipt and understanding of policy documents, replacing manual processing. Xoralia provides a fully digital trail: secure, efficient, and always accessible.
What is policy and procedure management software and how does it work?
Policy and procedure management software is a digital tool for creating, distributing, tracking, and updating policies and procedures. It features version control, access management, and compliance tracking, making it easier to manage policies in any organisation. Xoralia streamlines and simplifies every aspect of this process.
What is policy lifecycle management software?
Policy lifecycle management software manages the entire lifecycle of a policy, from creation and approval to distribution, attestation, review, and archival. This ensures that policies are regularly reviewed and updated as needed. Xoralia’s policy lifecycle management software automates each stage of the policy lifecycle, ensuring that policies are current and compliant, and reducing the time and effort required for manual management.
What are the benefits of using policy management software?
Benefits include central document control, version management, automated notifications, compliance tracking, and simplified audits. Xoralia delivers all these benefits and more from a single, intuitive platform.
What is policy tracking software?
Policy tracking software helps monitor the status of policies, track changes, ensure timely reviews, and verify employee acknowledgements. This software is crucial for maintaining compliance and ensuring that policies are effectively communicated. Xoralia’s policy tracking software automates these tasks, providing real-time insights and ensuring that all policy-related activities are tracked and documented accurately.
What are policies and procedures in the workplace?
Policies and procedures are the documented rules and steps for how work is done in your organisation. Policies set the expectations, while procedures give the steps to meet them. With Xoralia, you can centralise and control all workplace policies and procedures.
Why use SharePoint for policy and procedure management?
SharePoint, when combined with Xoralia, gives you central document storage, automated policy workflows, granular permissions, and tight Microsoft 365 integration. It is ideal for organisations using Microsoft tools. Xoralia enhances your SharePoint environment with specialised policy management features.
How do you ensure compliance with policies and procedures?
Communicate policies clearly, track acknowledgements, set reminders, and ensure ongoing training. Xoralia’s features support compliance at every stage.
What is healthcare policy and procedure software?
Healthcare policy and procedure software supports healthcare providers in managing complex regulations, medical templates, and audit trails. Xoralia delivers healthcare-ready tools for compliance.
What is the cost of policy management software?
The cost of policy management software varies widely based on features, deployment size, and vendor, typically ranging from a few hundred to several thousand dollars annually. It’s important to evaluate the features and benefits relative to the cost. Xoralia offers flexible pricing plans to meet the needs of organisations of all sizes, providing a cost-effective solution that delivers significant value through automation and improved compliance.
What are the best policy management software solutions available?
Policy management software can help organizations manage policies and procedures, including authoring, distribution, tracking, and versioning. Some solutions also include features like automated workflows, compliance tracking, and access control. When choosing a policy management software solution, consider factors such as centralized storage, customization options, and security features. Xoralia stands out by offering a comprehensive suite of tools that automate policy management, ensuring ease of use, robust features, and excellent customer support.
What features should policy management software for small businesses have?
For small businesses, look for ease of use, affordability, templates, scalability, access controls, and review automation. Xoralia is flexible and budget-friendly for small teams.
What is a good alternative to ConvergePoint?
A strong alternative to ConvergePoint is Xoralia policy and procedure management software. Xoralia offers many similar features, but stands out for its seamless integration with Microsoft 365 and a strong focus on user-friendliness. Unlike ConvergePoint, Xoralia provides a full-featured free trial, so you can explore all functions before making any commitment.
What is a good alternative to Navex PolicyTech?
Xoralia policy management software is an excellent alternative to Navex PolicyTech, particularly for larger companies. It offers features tailored to enterprise needs, such as deep Microsoft 365 integration, multi-lingual capabilities, and advanced reporting dashboards. The mobile version is also designed with frontline workers in mind, offering an intuitive, easy-to-use interface.
What is the difference between a policy and a procedure?
A policy states the rule, while a procedure explains how to put the rule into action. Xoralia makes it easy to manage, communicate, and distinguish both types.
How do you review policies and procedures?
Policies and procedures should be reviewed regularly, at least yearly or after changes occur. Xoralia’s automated review workflows make this process efficient, auditable, and stress-free.
What is a policy and procedure manual?
This is the primary reference for staff on all your key policies and procedures. Xoralia helps you keep this manual up to date, compliant, and accessible to all staff.
Why are policies and procedures important in the workplace?
They reduce risk, guide behaviour, and provide legal protection. Xoralia helps communicate and enforce these vital standards organisation-wide.
What is the purpose of policies and procedures?
The purpose is to set consistent standards and support training and compliance. Xoralia makes documenting and updating policies easy for your team.
How do you write a policy and procedure?
Identify objectives, research compliance needs, draft rules (policies), create step-by-step procedures, seek input, and approve. Xoralia provides templates and tools for fast, consistent policy writing, review, and rollout.
How often should policies and procedures be reviewed?
They should be reviewed regularly, usually every year, and in some cases every six months depending on the type of policy and associated risks.
Who is responsible for managing policies and procedures in an organisation?
Each policy should have a named owner who is accountable for keeping it accurate and up to date, with senior leaders providing overall oversight.
What should a policy and procedure review include?
A review should check that each policy is accurate, compliant and up to date. It should involve collecting feedback, updating content, getting approvals and publishing the latest version for staff to use.
How can SharePoint help with policy version control and approvals?
SharePoint provides version history and permissions, but Xoralia adds automated version control and approval workflows. This ensures only the latest approved policies are published and accessible to employees.
Can SharePoint automate reminders for policy reviews and updates?
Not by default. With Xoralia, automated reminders notify policy owners when reviews or updates are due, helping keep all policies current and compliant.
How can you make policies and procedures easy to follow?
Write them in clear, plain language with a consistent structure, and store them in a central, searchable system so employees can easily find and follow the right version.
Why is SharePoint ideal for policy and procedure management?
SharePoint provides version control, permissions, and audit trails within Microsoft 365. It centralises policies, keeps them current, and helps organisations stay compliant across teams.
Can SharePoint manage policies out of the box?
SharePoint supports document control but lacks automation such as review reminders, approvals, and read tracking. Xoralia adds these features to make policy management complete.
How does Xoralia enhance SharePoint policy management?
Xoralia is the only policy management solution built fully within Microsoft 365. That means it runs natively inside SharePoint and Teams—using your existing security, permissions, and data—so no external systems or data transfers are required. It extends SharePoint with automated reviews, acknowledgements, and dashboards, giving you a seamless and compliant experience.
How do you measure whether a workplace policy has been effectively adopted?
Effective adoption can be measured using completion tracking, version acknowledgment, and compliance audits. Progress reports and user analytics in a policy management system can also show whether employees have read and understood required policies.
Who is responsible for maintaining workplace policies after rollout?
Accountability typically sits with policy owners or department leads, supported by compliance or HR teams. A structured review cycle and automated reminders help ensure policies stay accurate and up to date.
How can HR teams manage key policies in Xoralia?
HR teams can upload, categorise and update policies in Xoralia directly from SharePoint. Automated workflows handle version reviews, publishing and staff acknowledgements.
Can Xoralia track if employees have read HR policies?
Yes. Xoralia records acknowledgements for each user, giving HR full visibility of who has read or not read specific policies.
Can Xoralia be used for more than HR policies?
Yes. While it works well for HR policies, Xoralia can also manage IT, finance, compliance and other controlled documents to keep them accurate, approved and easy to access.
What is the difference between policy management and compliance monitoring?
Policy management focuses on creating, updating and communicating policies so that employees always have access to the right and most recent information. Compliance monitoring goes a step further by checking that these policies are actually being followed across the organisation. Xoralia combines both areas by making it easy to manage policies and track employee understanding and acknowledgement in one place.
Does Xoralia work with our existing Microsoft 365 environment?
Yes. Xoralia is built entirely on Microsoft 365 and integrates seamlessly with SharePoint, Teams and Azure Active Directory. It uses your existing permissions and user groups, so the right people automatically see the right policies. There are no separate logins or new systems to learn, which helps employees adopt it quickly.
How does embedding compliance within the intranet help employees?
When compliance content appears within the intranet that employees already use every day, it becomes part of normal working life rather than an extra task. Policies, reminders and dashboards can be viewed alongside regular company news and resources. This improves visibility, increases completion rates and helps build a culture of everyday compliance.
What are the limitations of using SharePoint alone for document management?
SharePoint provides core document storage features but lacks lifecycle controls like approvals, reviews, attestations, and audit reporting out of the box. Many organisations add governance tools or policies to meet compliance needs and ensure accountability across teams.
How does SharePoint help with version control and document compliance?
SharePoint automatically tracks document versions, lets you restore previous copies, and records who made changes. However, it doesn’t enforce mandatory review cycles or policy acknowledgements without additional configuration or software.
How can metadata improve document management in SharePoint?
Metadata helps organise and classify documents by department, document type, owner, or review date. This improves search accuracy, prevents duplicates, and supports structured governance as your library grows.
What are the risks of not having a formal policy management process?
Without a formal process, organisations face inconsistent practices, outdated policies, and compliance risks. A structured approach helps maintain version control, ensure accountability, and reduce human error.
What is a policy management system?
A policy management system helps organisations create, approve, distribute and track key policies in one place. It ensures staff have access to the latest versions and improves accountability across the business.
How can automation improve compliance management?
Automation helps organisations stay on top of reviews, approvals and acknowledgements. It reduces manual effort, prevents missed deadlines and ensures policies remain accurate and compliant.
What are the risks of not managing policies effectively?
Without proper management, policies can become outdated or inconsistent. This increases the risk of non-compliance, poor audit results and operational issues across departments.
What is policy and procedure management?
Policy and procedure management is the process of creating, updating, distributing, and tracking key governance documents across an organisation. It helps maintain consistency, reduce risk, and support compliance.
What is the best way to manage policies and procedures in Microsoft 365 or SharePoint?
In Microsoft 365 and SharePoint, policies can be stored, version-controlled, and shared securely across teams. Xoralia enhances this by adding automated reviews, read tracking, and audit reporting to make management more efficient.
Can you use SharePoint to support employee onboarding?
Yes, SharePoint is a strong platform to help streamline employee onboarding. For example, you can use a SharePoint site to create an onboarding hub with all the information new starters need, leverage personalisation to target the right people, use SharePoint libraries to distribute onboarding documents, and take advantage of automated workflows to issue reminders of different tasks.
What is the best way to set up SharePoint to support employee onboarding?
You can use SharePoint out of the box in several ways to help with your employee onboarding. However, to deliver a more targeted, relevant and streamlined experience to deliver an effective onboarding programme you may need to use some custom development, use the Power Platform to configure workflows, or buy a product with features that are specifically designed to support onboarding.
How does policy management software support employee onboarding?
Employee onboarding usually requires employees to read essential policies and procedures. Policy management solutions such as Xoralia can help automate much of the work around managing policies required for onboarding and also facilitate employee attestation where new starters confirm they have read a policy. Reporting and notifications then ensure there is a high level of compliance.
Features at a glance
What features does SharePoint policy management software offer?
Enhance SharePoint policy management with Xoralia. Get automated workflows, version control, audit trails, and compliance tracking for efficient policy management.
What are the benefits of using SharePoint for policy management?
Benefits include improved policy accessibility, streamlined approval processes, enhanced compliance tracking, and reduced administrative overhead. SharePoint’s integration with other Microsoft tools further enhances its utility. By integrating with Xoralia, you can maximize these benefits, leveraging advanced automation and tracking features to ensure that your policy management processes are as efficient and effective as possible.
How does policy and document management software work?
Policy and document management software provides a secure hub for documents, manages access and changes, and automates approvals. Xoralia makes document management simple, secure and transparent.
What is SOP management software?
SOP management software helps organisations create, manage, distribute, and track Standard Operating Procedures (SOPs) to ensure consistency and compliance in operations. It streamlines the management of SOPs across the organisation. Xoralia offers robust SOP management capabilities, automating the creation, distribution, and tracking of SOPs to ensure that your operations remain consistent and compliant with internal and external standards.
How does policy document management software work?
Policy document management software stores policy documents in a centralised repository, manages versions, facilitates access control, and automates approval workflows and tracking. This ensures that policies are easily accessible and up-to-date. Xoralia’s policy document management features provide a comprehensive solution for managing all your policy documents, ensuring they are always current and easily accessible to those who need them.
What is enterprise policy management software?
Enterprise policy management software is designed for large organisations to manage complex policy environments, ensuring compliance across multiple departments and jurisdictions. It provides tools for centralised policy management. Xoralia’s enterprise policy management solutions are scalable and robust, providing the tools needed to manage policies across large and complex organisations efficiently.
What are some top-rated policy management software for healthcare?
Top-rated policy management software for healthcare includes solutions that offer features tailored to healthcare regulations and standards, such as HIPAA compliance. These solutions help ensure that healthcare organisations remain compliant with industry-specific requirements through features like policy creation and distribution, automated workflows, compliance tracking, and access control. Xoralia is highly rated in the healthcare sector for its comprehensive features that ensure compliance with healthcare regulations, making policy management easier and more reliable.
How do I choose the best policy management software?
Consider factors such as ease of use, feature set, integration capabilities, compliance support, scalability, customer support, and cost when choosing policy management software. It’s important to select a solution that fits your organisation’s specific needs. Xoralia offers a comprehensive suite of features, fast implementation, excellent customer support, and flexible pricing plans, making it an ideal choice for organisations looking to streamline their policy management processes.
What is SharePoint Online policy management?
SharePoint Online policy management utilises the cloud-based version of SharePoint to manage policies, offering benefits like remote access, scalability, and reduced IT overhead. This approach is ideal for organisations with distributed teams. Xoralia enhances SharePoint Online by adding advanced policy management features, ensuring that your policies are easily managed and accessible from anywhere.
What is the best free policy management software?
The best free policy management software depends on your organisation’s needs. Many free tools offer basic policy creation, tracking, and distribution features, but tend to be limited in advanced functionality, integrations, or support. Xoralia stands out by offering a full-featured free trial, allowing you to experience all premium capabilities with Microsoft 365, including automation, compliance monitoring, and seamless SharePoint and Teams integration, without any upfront commitment or credit card required. This means you can fully evaluate automated policy management and advanced features before investing in a paid plan.
How can SharePoint be used for policy and procedure management?
SharePoint can be utilised for policy and procedure management by creating a centralised repository for policies, automating workflows for policy updates and approvals, and ensuring easy access and tracking of policies and procedures. Xoralia integrates with SharePoint to enhance these capabilities, providing additional automation and tracking features to streamline your policy and procedure management processes.
How does policy management software help with compliance?
It helps by automating policy distribution, tracking acknowledgements, ensuring timely reviews, providing audit trails, and facilitating compliance reporting. This automation reduces the risk of non-compliance and improves overall efficiency. Xoralia’s policy management software provides all these features and more, ensuring that your organisation remains compliant with minimal effort and maximum efficiency.
Can SharePoint be used for SOP document management?
Yes, SharePoint can manage SOP documents through its robust document management and collaboration features, making it suitable for maintaining and controlling SOPs. Xoralia integrates with SharePoint to provide enhanced SOP document management, ensuring that all SOPs are accurately maintained and easily accessible.
What is the role of a SharePoint policy manager?
A SharePoint policy manager oversees the creation, distribution, tracking, and management of policies within the SharePoint environment to ensure compliance and effective governance. Xoralia supports policy managers by automating many of these tasks, reducing the administrative burden, providing proactive email and Microsoft Teams notifications, and ensuring that all policies are managed efficiently and effectively.