Templates

Policy Rollout Templates

Seven ready-to-publish policy rollouts. Each ships as JSON you can paste into the rollout API or hand to the AI policy classifier as a seed.

6 min read

How Rollouts Work in Clarus

A policy rollout in Clarus HR is two API calls. First you publish a new version with POST /v1/hr/policies/{id}/versions, passing the body text and a change summary. Then you start a rollout with POST /v1/hr/policies/{id}/rollout, which triggers the AI classifier and produces structured metadata: a plain-English summary, scope, mandatory flag, regulatory citations, key terms, FAQ pairs, a manager briefing, and exception examples.

The classifier output lands on the rollout detail page so a manager can review before the rollout activates. Once activated, acknowledgment rows are created for the resolved audience, and overdue acknowledgments surface to the inbox as warning-tier cards.

Audience Filters: Jurisdiction, Department, Employee Group

Each rollout takes an audience filter. Three axes are supported:

jurisdiction_codes: array of canonical codes (for example US-CA, US-NY, GB). Resolves against the seeded jurisdiction table.
department_ids: array of department UUIDs. Empty array means all departments.
employee_group_scope: one of full_time, part_time, contractor, or all.

The templates ship with sensible defaults per policy type. PTO defaults to all jurisdictions and full-time only; harassment training defaults to all jurisdictions and all employee groups. Override before posting if your scope is different.

Acknowledgments and Comprehension Checks

Most templates require acknowledgment. Some (harassment, code of conduct, benefit eligibility) also enable a comprehension check: a short quiz that confirms the employee understood the policy, not just clicked through. Quiz questions are JSON; the answer types supported in v1 are single-choice, multi-choice, and number.

A status field on each rollout drives the lifecycle: draft (audience resolved, acknowledgments not yet created), published (live, acknowledgments tracked), or archived (superseded by a later version, retained for audit).

Using the Templates

Two paths:

API path: download the JSON, edit the body and audience to fit your tenant, then post the version then the rollout.
UI path: copy the body text out of the JSON and paste it into the Add Version dialog at /hrdashboard/policies. Start the rollout from the same page; the AI classifier fills in the rest.

The Seven Templates

Click Download JSON to grab the request body for each template. Schema is documented inline.

Paid Time Off

Recommended

Annual accrual, carryover cap, request lead time, blackout windows, and same-day approval rules.

All US states, with state-specific carryover overrides.

Download JSON

Remote Work

Recommended

Eligibility criteria, equipment stipend, time-zone overlap expectations, security baseline, and travel rules for hybrid roles.

Global. Includes language for cross-border tax nexus.

Download JSON

Expense Reimbursement

Recommended

Per-diem caps, receipt thresholds, approval routing, mileage rates, and the corporate card use-policy.

California, Illinois, and other state-specific reimbursement laws.

Download JSON

Anti-Harassment and Reporting

Mandatory

Prohibited conduct, reporting channels, investigation procedure, retaliation prohibition, and training cadence.

Mandatory in CA, NY, IL, CT, DE, ME, WA. Recommended elsewhere.

Download JSON

Performance Review

Recommended

Review frequency, rating scale, calibration process, performance improvement plan steps, and termination escalation.

Universal. Reference for at-will exception states.

Download JSON

Code of Conduct

Mandatory

Core values, prohibited conduct, conflicts of interest, gift policy, and the discipline framework.

Universal. Required by SOC 2 and ISO 27001.

Download JSON

Benefit Eligibility

Mandatory

Full-time vs. part-time thresholds, waiting period, qualifying life events, ACA full-time hours rule, and dependent eligibility.

Federal ACA baseline plus state-specific paid leave additions.

Download JSON

Want to See It in Action?

Book a working session and we will walk through the surfaces in this article using your data.

Start a Rollout in Demo Join Waitlist