Secure, Simple Access for Your Workforce
Not every employee needs full platform access. PolicyTrak’s Employee Portal provides a streamlined, secure interface where employees can view assigned policies, access location resources, complete acknowledgments, and get answers to policy questions—all without a password to remember.
Passwordless Authentication
Secure Access Without Password Fatigue
Employees access the portal using secure one-time codes:
- OTP Login — Employees receive a one-time code via email to authenticate—no password required.
- Session Management — Secure sessions with automatic timeout for protection.
- Device Recognition — Streamlined re-authentication on recognized devices.
- No Password Resets — Eliminate help desk calls for forgotten passwords.
My Policies & SOPs
Easy Access to Required Reading
Employees can view all policies and SOPs assigned to their locations:
Assigned Documents
See only the policies and SOPs relevant to the employee's location(s).
Full Document View
Read complete documents within the portal.
Version Awareness
Clearly see when documents have been updated.
Search & Filter
Find specific documents quickly with search and category filters.
Pending Acknowledgments
Complete Acknowledgments with E-Signature
A dedicated view for outstanding acknowledgment requests:
- Pending List — Clear list of documents awaiting acknowledgment.
- Document Preview — Read full documents before acknowledging.
- E-Signature Capture — Touch-friendly signature pad for legally compliant acknowledgments.
- Completion Confirmation — Immediate confirmation when acknowledgments are recorded.
Location Resources
Everything Employees Need in One Place
Access additional resources associated with assigned locations:
- Document Downloads — Access supplementary materials, guides, and reference documents.
- Video Resources — View training videos and instructional content.
- External Links — Quick access to relevant external resources and tools.
- Location Details — View location information, contacts, and key details.
AI Policy Assistant
Get Answers to Policy Questions
When employees have questions, they don’t have to search through documents:
- Ask Questions — Type questions in natural language and get immediate answers.
- Scoped to Your Policies — AI answers are based only on your company's actual policies and procedures.
- Source Links — Every answer includes links to the source documents.
- Conversation Memory — Continue conversations with follow-up questions.
Job-Title Based Access
Role-Appropriate Permissions
Administrators control what each employee can access:
- Access Configurations — Define what features are available based on job title or role.
- View Permissions — Control access to location details, resources, policies, and SOPs.
- Acknowledgment Access — Enable or disable acknowledgment completion by role.
- Flexible Rules — Create custom access rules for any organizational structure.
Ready to get started?
Start using PolicyTrak quickly and easily with either managed or self-service plans. Click below to give your employees secure, simple access to compliance information.
Simple for employees
No passwords, no training—employees can access what they need immediately.
Secure for your organization
OTP authentication and role-based access ensure documents stay protected.
