Formion logo — organization structure markFormion Docs
Formion logo — organization structure markFormion Docs
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How to use this guideWhat is Formion?Getting started

Organization

Organization & membersPositions & living org chartPermissions

Day-to-day ops

Policies (regulations)Announcements by roleMeeting minutes

Metrics & status

Metric curvesCondition formulasOperations plans

Account

Billing & seats

Policies (regulations)

One trusted place for company rules

What this is for

Policies / regulations are the written rules of the company — employee handbook chapters, expense rules, safety rules, and so on.

Formion keeps them as a single source of truth, and can limit visibility by position so people only see what applies to them.

Two sides of the feature

SideWho uses itPurpose
Browse policiesEveryone with accessRead the current official version
Manage policiesAdmins / permitted positionsUpload, update, set visibility

How a boss should roll this out

Pick 1–3 policies that people argue about most (for example leave rules or expense rules).

Upload the current official PDF (or file) into Formion.

Choose visibility: company-wide, or only certain positions.

Tell the company: “From today, Formion is the official copy.”

Retire old copies in chat drives so people stop using outdated files.

Boss benefit

Onboarding gets faster: new hires open Formion instead of asking five people for “the latest version”.

Table of Contents

What this is for
Two sides of the feature
How a boss should roll this out