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Publishing - Excluding Employees

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  • On occasions, you may need to publish a document but exclude certain employees – for example, exclude the Senior Leadership Team.
  • PolicyHub has a built-in system rule called ‘Exclude rule’.

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  • When publishing, select the group of employees that you want to distribute to (in this example, All Employees).

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  • Then select the group of employees that you want to exclude from receiving the publication (e.g. the Senior Leadership Team).

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  • For the All Employee recipient list, choose a rule that distributes the publication to the Inbox.

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  • For the Senior Leadership recipient list, use the ‘Exclude’ system rule.

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  • On sending the publication, everybody, except the users in the Senior Leadership recipient list, will receive the publication.
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