PolicyPro logo

PolicyPro

by First Reference Inc.
No reviews yet
Active1+ countriesCloud
Quick facts
VendorFirst Reference Inc.
Year launchedN/A
StatusActive
Location5000 Yonge Street, Suite 1901, Toronto, Ontario, M2N 7E9, Canada
Countries served1+
Languages1
IntegrationsN/A
Free tierNO
Free trialYES
Contact salesYES

About PolicyPro

PolicyPro is a policy management software for Canadian organizations. It provides a library of customizable policy templates for HR, Payroll, Finance, and IT, and helps manage policy creation, distribution, and employee sign-off to ensure compliance.

PolicyPro is a policy management solution from First Reference, specifically designed for Canadian businesses and non-profits. The platform aims to simplify compliance by providing a comprehensive library of model policies covering HR, payroll, finance, IT, and more. Users can create custom policy manuals using a wizard, modify documents with a built-in editor, and distribute them to employees for electronic sign-off. A key feature is the ability to quiz staff on policies to ensure comprehension. The service also includes notifications for new or updated legislation to help organizations remain compliant. While the platform offers a free trial, detailed pricing is not publicly available and requires booking a demo. The software is a cloud-based service accessible via a web browser, with a strong focus on Canadian legal and regulatory standards.

Pros & Cons

Pros
  • Provides legally vetted policy libraries tailored specifically to Canadian regulations.
  • Automates document customization across multiple departmental policy layouts efficiently.
  • Enables rapid creation of compliance policies through built-in setup wizards safely.
  • Supports binding digital signature collection to track workforce acknowledgement instantly.
  • Features comprehension quizzes to verify worker familiarity with operational standards.
Cons
  • Limits built-in document styling adjustments to standard template editor designs.
  • Provides no standalone native smartphone applications on major mobile platform hubs.
  • Demands separate workflow configurations to manage distinctive provincial updates.
  • Does not specify transparent localized pricing tiers upfront for public prospects.
  • Fails to feature open external API links for connecting third-party HR systems.

Features

Key features

Model Policy Library

Access a comprehensive library of compliance-based policies for HR, Payroll, Finance, IT, and more.

Policy Creation Wizard

Build custom policy manuals for different departments using a guided wizard.

Online Distribution and Tracking

Assign policies to employee groups, distribute them online, and track acknowledgements with e-signatures.

Compliance Quizzes

Create and administer quizzes to staff to ensure they have read and understood key policies.

Compliance Notifications

Receive automatic notifications and weekly newsletters about new or updated policies and legislative changes.

Additional features

Built-in Document Editor

Modify and customize policy templates directly within the platform.

Custom Detail Insertion

Automatically insert company-specific details like names across all relevant policy templates.

User and Group Management

Set up accounts for employees and contractors and assign specific policies to defined groups.

Expert Commentary

Gain context with commentaries for each policy written by Canadian lawyers and subject matter experts.

Due Diligence Support

Minimize liability and ensure due diligence with policies that meet legal requirements and industry standards.

E-Signatures Collection

Distributes mandatory corporate documents online and requests binding digital signatures.

Customer Support Access

Grants direct user access to expert product databases and ongoing operational help.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

Canada

Interface languages

English

Billing currencies

🇨🇦CAD

No reviews yet

Be the first to drop a review

Alternatives to PolicyPro

itemis ANALYZE logo

itemis ANALYZE

itemis ANALYZE is a traceability management tool designed for complex engineering projects, particularly in regulated…

Treety logo

Treety

Treety is a compliance software platform from Treety that helps fund managers manage ESG reporting.…

Tempo Manufacturing Cloud logo

Tempo Manufacturing Cloud

Tempo Manufacturing Cloud is a cloud-based software platform from Apprentice.io that focuses on manufacturing operations…

SEON logo

SEON

SEON is a fraud prevention and AML compliance software from SEON that supports smarter risk…

SAMESG logo

SAMESG

SAMESG is a security software platform from SAM Corporate that provides website monitoring and protection.…

Rise — Hybrid Global Payroll & Workforce Platform logo

Rise — Hybrid Global Payroll & Workforce Platform

Rise is a hybrid global payroll and workforce platform from Rise Works Inc. that supports…

Spot something wrong or outdated?

Suggest a correction — a reviewer verifies every change.

Often compared with PolicyPro

Compare any two tools →
itemis ANALYZE logo
itemis ANALYZE
Requirements Management
0.0
Treety logo
Treety
ESG Reporting
0.0
Tempo Manufacturing Cloud logo
Tempo Manufacturing Cloud
Manufacturing
0.0
SEON logo
SEON
Identity Verification
0.0