How Do I Restrict A Policy To A Subset Of Employees?

The Audience Filter in the online (web/mobile) app lets you target a policy at a specific group of employees ÔÇö for example, only staff in a particular department or location. Employees who do not match the filter will not see the policy in their portal. Leaving the filter empty shows the policy to all employees.

Setting an audience filter

1. In HR Suite >> Policies & Procedures, open a draft policy by clicking Edit, or click Create Policy to start a new one.
2. Scroll to the Audience Filter section. When no filters are set, the label reads No audience filter ÔÇö every employee will see this policy.
3. Click Add Filter to add a filter row.
4. In the first column, select a filter key from the dropdown: Department, Employment Type, or Location.
5. In the second column, type the matching value (for example, Sales for Department). The comparison is case-insensitive.
6. Repeat steps 3ÔÇô5 to add further filter rows. Each row must match ÔÇö they combine as AND conditions, so an employee must satisfy all rows to see the policy.
7. To remove a filter row, click the red × button at the end of that row.
8. Save or publish the policy. The filter is stored with the policy and applied immediately.

How the filter works for employees

When an employee opens Company Policies in the employee portal, the app checks their profile (department, employment type, and location) against the policy's audience filter. Policies that do not match are hidden from that employee. Policies with no filter remain visible to everyone.

Limitations and notes

• The audience filter can only be edited while the policy is in Draft status. Once published, the filter is locked. To change the audience, the policy must remain in or be returned to draft.
• Filter values must match the employee's profile data exactly (ignoring case). If an employee's department is blank or does not match, the policy will not appear for them.
• Audience filters are a relevance tool, not a security control. They determine which policies an employee sees, not who can acknowledge them if they navigate directly to one.
• This feature is available in the online (web/mobile) app only.

For steps on publishing a policy and tracking employee acknowledgements, see How Do I Publish Policies And Track Employee Acknowledgements?