PolicyTrak Knowledge Base

What PolicyTrak Knowledge Base is

PolicyTrak Knowledge Base gives employees self-service access to company policies, standard operating procedures, and other resources. Full-text search scans document contents and returns relevance-ranked results, with autocomplete and recent searches; employees can also filter by category, tags, status, and date. Drafts and archived content are excluded from employee views, which reflect the latest active policies and procedures. Documents are scoped to an employee’s assigned locations, and people assigned to multiple locations can switch views. A natural-language AI assistant answers policy questions using company policies and procedures and links to source documents. The responsive service supports phones and tablets, with offline access to recently viewed documents through PWA support. Sign-in options include SAML 2.0 single sign-on with Azure AD, Google, and Okta, and TOTP two-factor authentication. PolicyTrak also documents a key-authenticated REST API, Slack and Microsoft Teams webhooks, and native employee-record sync with SmartShifts. HRIS integration uses the REST API and requires integration work rather than a configuration screen. It is available on Android, iOS, and web. A free plan is listed; paid pricing is on request.