Policy Hub: Managerial View

Welcome to the updated Policy Hub. This release transforms the platform from a solo experience into a collaborative management tool. We’re moving past the "screenshot tag" era—managers can now view exactly what their team sees, ensuring policy alignment without the back-and-forth.

1. Overview

Currently, the Policy Hub is siloed. Employees see their policies, but managers are left in the dark regarding their team's specific permissions. This update introduces **Dropdown Selection

**, allowing managers to toggle between their own documents and those of their direct reports.

2. Core Features

Dropdown Selection

The landing page is now split into two distinct views:

Reportee Management

Within the Manager View, a new navigation layer is introduced:

• Reportee Selector: A searchable dropdown menu to select a specific direct report.
• Dynamic Rendering: Once a reportee is selected, the dashboard refreshes to show only the policies where that specific employee is the intended audience.

3. Access Control & Permissions

HCM Synchronization

Access is strictly governed by the Human Capital Management (HCM) system.

• Real-time Checks: If an employee moves teams or a manager's status changes, permissions are updated or revoked instantly.
• Privacy Guardrails: To protect data privacy, V1 only allows visibility into direct reports.

Admin Dashboard Settings

Administrators have ultimate control over this feature. Within the General Settings, admins can:

• Toggle the Managerial View on/off globally.

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4. Logic & Edge Cases.

• Manager as a Reportee: If you have a boss (most of us do!), you’ll see both the options. Your 'Myself' page is simply what your manager sees when they look at your profile.
• The "Empty Nest": If a user has no direct reports assigned in the HCM, the "Your Reportees' Policies" will automatically be hidden to keep the UI clean.

5. UI Components

• Dropdown Selector: Located at the top of the main dashboard.
• Search Bar: Context-aware. It will only search the policies of the currently selected view (Personal or specific Reportee).

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