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How to Use Policy Assistant to Find Answers from Your Company Policies

Get answers from your company policies with Policy Assistant and verify the source.

Written by Danah

Policy Assistant helps employees find answers to questions about your company’s policies without manually searching through documents. It searches the policy documents uploaded to your Teamflect environment and provides an answer based on the information it finds.

Each answer also includes a Learn More section with a link to the source document, so users can review the policy themselves.

Before employees can use Policy Assistant: An admin must enable the Teamflect AI Agent and give users access. Learn how to enable the Teamflect AI Agent.

How Policy Assistant Works

Policy Assistant answers questions using your company’s uploaded policy documents.

Ask a Policy Question

Employees can ask questions such as:

  • How many vacation days do I get?

  • What are the rules for working remotely?

  • What expenses can I claim?

Get an Answer Based on Your Documents

Policy Assistant uses information from your uploaded policies to answer the question.

Review the Source Document

Every answer includes a Learn More section with a link to the source document.

Employees can use this link to review the original policy and verify the information provided.

Important Things to Know

Policy Assistant Only Uses Uploaded Documents

Policy Assistant can only answer questions based on documents that have been uploaded to your company’s environment.

If no relevant policy documents have been uploaded, Policy Assistant cannot provide an answer based on those policies.

Company Documents Are Kept Separate

Policy Assistant searches your company’s own uploaded documents. One company’s documents are not used when answering questions for another company.

Answers Include the Source

Policy Assistant provides a source document link with its answers so users can check the original policy.

HR Use Cases

Paid Time Off and Leave Policies

Employees can ask questions about vacation, PTO (Paid Time Off), or other leave policies and quickly review the relevant policy document.

Remote Work Policies

Employees can ask about remote work rules and use the source link to review the company’s official guidance.

Expense Policies

Employees can ask questions about expense rules and check the source document for the full policy details.

Employee Handbook

HR teams can upload the employee handbook so employees can find answers to common workplace policy questions without manually searching through the document.

Best Practice

Keep your company policy documents up to date and make sure the documents employees need are uploaded to Teamflect. This helps Policy Assistant provide useful answers and gives employees access to the relevant source documents.

For the best results, regularly review uploaded policies when company rules or HR procedures change.

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