How to Create and Manage Company Policies

Introduction #

Company policies are essential for maintaining organizational standards and procedures. This guide outlines the steps to create and manage company policy details in Cosmic ERP.

Prerequisites #

• Branch: Ensure branches are already added to the system.

Steps to Create and Manage Company Policies #

1. Login to Cosmic ERP
   • Enter your credentials to access the Cosmic ERP dashboard.
2. Navigate to HRM System
   • Click on ‘HRM System’ from the main menu.
3. Access Company Policy
   • Within the HRM System menu, locate and click on ‘Company Policy’.
4. Create New Company Policy
   • Click on the ‘Create’ button, typically represented by a ‘+’ icon.
5. Select Branch
   • Choose the branch for which you are creating the policy.
6. Enter Policy Title
   • Provide a title for the company policy.
7. Enter Policy Description
   • Add a detailed description of the company policy.
8. Attach Supporting Document
   • Choose and upload any relevant attachments or documents related to the policy.
9. Save Policy Details
   • Click on ‘Create’ or ‘Save’ to store the policy details in the system.

Conclusion #

Following these steps allows you to effectively create and manage company policy details in Cosmic ERP, ensuring clear communication of organizational standards and procedures.