Central policy and procedure library – software for Microsoft 365

1 Make it easy for employees to find the policies they need

Advanced search capabilities: powerful search in the policy management software helps employees to quickly locate a policy using keywords, categories and tags.
User-friendly interface: Xoralia’s clean, intuitive interface is designed to make browsing and searching for a policy straightforward for all users.
Personalised employee dashboards: each employee gets a dashboard that gathers all the policies that matter to them, including mandatory policies, recommended and favourite policies.
Link related policies: gather related policies into logical policy collections
Mobile optimised: employees can access policies on-the-move

Automated publishing workflows: take the hassle out of creating and updating policies with workflows that automatically send task alerts to reviewers and approvers.
Targeted publishing: push out live policies to specific target audiences based on groups, roles, departments and locations.
Prioritize policies: specify one audience group for whom the policy is ‘mandatory’ and another audience group where it is just ‘recommended’.
Policy expiry workflows: ensure policies are updated on time with alerts and workflows that notify policy owners when a policy is approaching expiry.

Easy attestation: employees get a notification when a policy is mandatory asking them to read the policy and acknowledge they have understood it.
Automated chasing: employees that do not read policies are reminded automatically with notifications.
Quiz feature: test employees’ understanding of a policy with the easy-to-use quiz feature.
Recurring policies: set a mandatory read policy as a recurring task so that employees’ awareness stays fresh and up-to-date, year after year.
Everlasting audit trail: Xoralia keeps a persistent audit trail of all policy read requests to every employee, including their compliance, version read, quiz scores etc.
Line manager’s dashboard: every line manager automatically gets a dashboard to help them keep tabs on their direct reports policy compliance.
Powerful audit tools: rest assured that during an audit you have all the tools to evidence a robust policy management regime.

Automated onboarding: new employees are automatically shown which policies are critical and recommended to them.
Personalised onboarding: new starters get a personal dashboard with all must reads personalised to them and their role.
New hire notifications: new starters get a regular alert listing which policies they still need to read, with deadlines for each.
Automated leaver process: read tasks for leavers are automatically cancelled, but their records are retained for audit purposes.

Transparency and visibility: Xoralia’s policy library is designed to help employees and their managers better understand their compliance responsibilities, tasks and status.
Compliance dashboards: use dashboards to monitor compliance rates and quickly identify individuals who may require follow-up.
Clear task requests: whether updating, reviewing, approving or simply reading, personal tasks lists and alerts help employees stay on top of things.

Automated policy updates: automatically update and distribute revised policies to your library, reducing the manual effort required for policy management.
Template-based creation: use customizable templates for creating new policies quickly and consistently, saving time and ensuring uniformity.
Batch processing: Manage and update multiple policies in your library simultaneously through batch processing capabilities.
Integration with existing systems: integrate Xoralia with HR systems, compliance tools, and other enterprise software to streamline policy management workflows and data.
Role-specific access controls: automatically assign policy access based on employee roles, reducing manual configuration and ensuring appropriate visibility.
Timely notifications: notifications alert policy owners and compliance managers only when specific attention is needed, reducing unnecessary oversight.
Document version control: maintain and manage multiple versions of policies efficiently, ensuring that only the most current documents are in circulation.

Streamlined compliance management: consolidate all policy activities into one platform, making compliance easier to achieve, track and demonstrate.
Enhanced visibility and oversight: gain a comprehensive view of policy status and employee engagement with the reporting suite.
Continuous compliance updates: stay current with automatic updates that ensure your policies reflect the latest legal and regulatory changes.
Evidence-based compliance: collect and provide concrete evidence of compliance through detailed reports and audit trails.
Risk mitigation: proactively manage potential compliance risks with tools that identify and address gaps in policy coverage and employee understanding.
Integrated governance framework: Xoralia’s supports a governance structure that aligns with best practices and legal standards.
Clear accountability: establish clear lines of responsibility and ownership across all aspects of policy management.
Scalable compliance solution: adapt and scale your policy management processes to meet the needs of a growing and evolving organization.
Evergreen solution: buy into a modern policy management system that is constantly evolving and improving.