Staff policy acknowledgements with Notion and Teams

Before we connect it.

Where this is useful

Useful for nurseries, clinics, gyms and care providers, where inspectors or insurers may ask how staff learn about changes to safeguarding, health and safety or data policies. A sensible first version handles one handbook section and one team, with reminders going to the manager rather than straight to staff.

What we need to connect

1. 01A Notion handbook with one page per policy, and properties for the version, the owner and who it applies to.
2. 02A Microsoft Teams app or workflow that can message staff individually and receive their confirmation.
3. 03Your list of roles and teams, how long staff have to confirm and who follows up with anyone who doesn’t.

What needs careful handling

Some staff, such as casual or agency workers, may not have Teams accounts, so they can confirm through an email link or on paper and be recorded by a manager. Confirming that something has been read is not the same as understanding it, so important changes can still be covered in a team meeting or training. People join between versions, so new starters are asked to read the current version of each policy that applies to them.

Questions people ask.