<!-- RTOSafe Help — rendered version: https://rtosafe.com.au/help/staff-agreements-setup -->

# Set Up Staff Agreements

Uploading a policy doesn't automatically ask staff to agree to it. You need to connect the dots: tell RTOSafe which **departments** need to agree to which **policy categories**, then make sure your staff are in the right department. Once that's done, agreement requests are sent automatically.

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## Before You Start

* Your policies need to be [uploaded](/help/uploading-policies) — each one sits inside a category (e.g. Staff Management, Governance)
* You'll need at least one department set up in [**Settings → Departments**](https://app.rtosafe.com.au/Settings/Departments) — new accounts come with defaults you can use or edit

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<figure><img src="/help/assets/staff-agreements-setup-1.png" alt="Department settings showing policy categories linked to staff groups for automated agreements"><figcaption></figcaption></figure>

## Steps

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**Link policy categories to a department**

Go to [**Settings → Departments**](https://app.rtosafe.com.au/Settings/Departments) and select **Edit** next to the department (or create a new one with **Add Department**).

You'll see a list of policy categories. Tick every category that staff in this department should agree to.

For example, an "All Staff" department might need Staff Management, Administration, and Governance — while a "Trainers" department might also need Training and Assessment.

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**Make sure staff are assigned to the department**

When you [add a staff member](/help/adding-staff) or edit their profile, set their department. RTOSafe then creates agreement requests for every policy in that department's linked categories.

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**Already uploaded policies but staff can't agree to them?** The most common reason is that the policy's category isn't ticked on the staff member's department. Go to [**Settings → Departments**](https://app.rtosafe.com.au/Settings/Departments), edit the department, and tick the missing category.

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## What Happens Next

* Staff see their pending agreements in the Staff Portal and can read and accept each policy
* When you upload a new policy to a linked category, staff in that department automatically get a new agreement request
* When you [create a new version](/help/policy-versions) of a policy, existing agreements expire and staff need to agree again

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## Common Issues

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<summary><strong>Uploaded policies but no option for staff to agree</strong></summary>

Check that the policy's category is ticked on the department in [**Settings → Departments**](https://app.rtosafe.com.au/Settings/Departments), and that staff are assigned to that department.

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<summary><strong>Some staff got agreement requests but others didn't</strong></summary>

Staff only get requests for categories linked to their department. If certain staff need extra policies, either add those categories to their department or move them to a department that includes them.

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<summary><strong>Can't delete a department</strong></summary>

Departments can only be deleted if no staff are assigned to them. Reassign or deactivate staff first.

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