Rulebook

No more "which version is this?"

One Place for Every Policy — Always Current, Always Accessible

Instead of maintaining multiple document folders where policies go out of date, version numbers are unclear, and employee acknowledgement is tracked in separate spreadsheets, teams get a single system that manages the full lifecycle of every policy — from drafting and approval to distribution and acknowledgement.

Built For
HR ManagerCompliance OfficerFunctional HeadEmployeeIT Security Manager
The prompt behind this
Rulebook

A company policy hub that stores policies and SOPs with categories, versions, effective dates, approval status, employee acknowledgement tracking, and searchable access.

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The outcome

See what better looks like.

A single policy hub that helps your business:

Store all company policies, procedures, and SOPs in one searchable repository
Organise documents by category — HR, Finance, IT, Health & Safety, Operations, and Legal
Maintain version history with effective dates and change summaries
Route new and revised policies through a structured review and approval workflow
Publish approved policies to employees with an automated acknowledgement request
Track which employees have read and acknowledged each policy
Escalate outstanding acknowledgements and generate completion reports
Retire outdated policies and maintain a searchable archive of superseded versions
What changes

The difference it makes to your business.

From scattered policy files in shared drives → to a single searchable policy library

Every policy is stored with its category, version number, effective date, and approval status in one place — accessible to the right people at any time without needing to know the folder structure.

From unclear version status → to a clear current-version indicator

The hub always displays the current approved version of each policy. Previous versions are archived and accessible for reference but are clearly marked as superseded.

From informal policy approvals → to a structured review and sign-off workflow

New and revised policies are routed to the nominated reviewers and approvers in sequence. The policy is published only after all approvals are collected — with a full audit trail.

From paper or email-based acknowledgement → to tracked digital confirmation

Employees receive an automatic notification when a new or updated policy requires their acknowledgement. They confirm through the portal and their response is recorded with a timestamp.

From no visibility of acknowledgement status → to a real-time completion dashboard

HR and compliance teams can see at any point which employees have acknowledged each policy, which are outstanding, and how long each person has had the notification.

What you can do

What becomes possible for your teams.

Upload policies and SOPs with category, version number, effective date, and owner fields
Create and manage policy drafts before submission for approval
Route policies through a configurable multi-step review and approval workflow
Publish approved policies to all employees or a defined target group
Send employees an acknowledgement request with a defined response deadline
Track acknowledgement status by employee, team, and department
Search the policy library by keyword, category, or effective date range
View the full version history of any policy, including change summaries
Retire policies that are no longer in effect and archive them for reference
Export acknowledgement completion reports for audits and compliance reviews
Receive alerts for policies approaching their review date
Set reminders for outstanding acknowledgements and escalate to managers
What you get

Everything that brings the outcome to life.

Policy Library Dashboard

A searchable overview of all policies and SOPs, filterable by category, status, effective date, and acknowledgement completion rate.

Policy Detail Page

A view of each policy including the current version, effective date, owner, approval history, change summary, and links to previous versions.

Approval Workflow Module

A structured routing system for new and revised policies — showing the current review stage, approver names, and dates at each step.

Acknowledgement Tracker

A per-policy view of which employees have confirmed they have read the document — with completion percentages, outstanding names, and days since notification.

Version History Archive

A complete record of all previous versions of each policy — with effective dates, change summaries, and the names of approvers for each version.

Policy Review Calendar

A list of policies approaching their scheduled review date — prompting policy owners to begin the revision and approval process before the current version expires.

Acknowledgement Completion Report

A structured report showing acknowledgement completion rates by policy, department, and employee — downloadable in Excel or PDF for compliance audits.

Employee Policy Portal

A self-service view for employees showing the policies relevant to their role, their acknowledgement history, and any outstanding acknowledgements requiring action.

How it works

A clear path from need to outcome.

01

Upload or Draft the Policy

The policy owner creates a new policy entry, uploads the document, assigns a category, sets the effective date, and saves it as a draft ready for review.

02

Submit for Review and Approval

The draft is submitted through the approval workflow. Nominated reviewers receive a notification and review the document, adding comments or requesting changes before the approver gives final sign-off.

03

Publish and Distribute

Once approved, the policy is published to the library and employees in the target group receive an acknowledgement request notification via email or in-app.

04

Employees Acknowledge the Policy

Each employee reads the policy through the portal and confirms acknowledgement. The confirmation is timestamped and recorded against their profile and the policy record.

05

HR Tracks Completion and Follows Up

The acknowledgement tracker shows real-time completion progress. Automated reminders are sent to employees with outstanding acknowledgements, and managers are notified if their team members remain outstanding after a defined period.

06

Review and Update as Needed

When a policy requires revision, a new draft is created, preserving the current version. The revised version goes through the same approval workflow before replacing the current live version.

07

Retire and Archive Superseded Policies

Policies that are no longer in effect are retired from the live library and moved to the archive, where they remain accessible for historical reference and audit purposes.

Built-in controls

Confidence in every workflow.

The solution maintains policy integrity, version accuracy, and acknowledgement reliability.

Single Live Version Enforcement

Only one version of each policy can be in active published status at a time. Publishing a revised version automatically archives the previous one.

Mandatory Approval Before Publishing

A policy cannot be published to employees without completing all steps in the configured approval workflow. Incomplete approvals block publication.

Immutable Acknowledgement Records

Once an employee has acknowledged a policy, the record cannot be deleted or modified. Acknowledged records are retained for audit purposes regardless of subsequent policy revisions.

Review Date Alerts

Policies with a defined review period trigger an automatic alert to the policy owner a configurable number of days before the review date — preventing policies from becoming outdated without a triggered revision process.

Category and Mandatory Field Validation

A policy cannot be saved or submitted without a category, effective date, version number, and designated owner — ensuring every entry in the library is complete and attributable.

Escalation for Outstanding Acknowledgements

Employees who have not acknowledged a mandatory policy within the defined deadline trigger an automatic notification to their manager and the HR administrator.

Who it helps

Built for the teams closest to the work.

HR Teams

Maintains the policy library, manages the acknowledgement process, tracks completion rates, and generates compliance reports for audits and regulatory reviews.

Compliance and Legal Teams

Reviews policy drafts, approves compliance-related documents, and accesses the version history and acknowledgement archive for audit defence and regulatory submissions.

Department Heads and Managers

Reviews draft policies relevant to their function, monitors their team's acknowledgement completion, and receives alerts for outstanding acknowledgements.

Employees

Accesses the policies relevant to their role, reads new and updated policies, confirms acknowledgement, and maintains a personal record of their policy history.

IT and Security Teams

Reviews and approves IT and information security policies, tracks compliance with data protection and acceptable use requirements across the organisation.

Senior Leadership

Reviews the overall policy library status, monitors acknowledgement completion rates across departments, and uses compliance reports to support board and regulatory reporting.

Get started

What you need to get started.

Share these inputs and Zinie turns them into a working Rulebook experience tailored to your process.

Existing policy library — all current policy and SOP documents with version numbers and effective dates
Policy categories — the classification structure for organising documents in the hub
Approval workflow configuration — reviewer and approver roles for each policy category
Employee directory — for mapping policies to target acknowledgement groups
Acknowledgement deadline rules — how many days employees have to acknowledge each policy type
Review period requirements — how frequently each policy category requires scheduled revision
Escalation rules — who receives alerts for outstanding acknowledgements and approaching review dates
Access permissions — who can view, upload, edit, approve, and retire policies