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PolicyTrak Knowledge Base

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What PolicyTrak Knowledge Base is

PolicyTrak Knowledge Base gives employees a place to find company policies, standard operating procedures, and other resources without waiting for a manager. Its full-text search scans document contents and offers relevance-ranked results, autocomplete suggestions, and recent searches. Employees can narrow results by category, tags, status, and date; drafts and archived documents stay out of employee views. Location scoping shows each employee documents assigned to their locations, with a view switch for people assigned to more than one location.

Employees can ask policy questions in natural language through an AI assistant. Its answers draw on company policies and procedures and link to the source documents. The responsive service works on mobile devices and supports offline access to recently viewed documents through PWA support. PolicyTrak lists role-based access controls and content analytics. The platform documents a key-authenticated REST API, outbound Slack and Microsoft Teams webhooks, and native employee-record synchronization with SmartShifts. It supports SAML 2.0 single sign-on with Azure AD, Google, and Okta, along with TOTP two-factor authentication. It is available on Android, iOS, and the web. A free plan is offered; paid pricing is on request.

Who it suits

It suits employees who need to find policy and procedure answers themselves, especially when documents vary by location. Organizations can also use its search, access controls, analytics, and listed employee-record integrations to support that access.

What it does well

  • Searches document contents with ranked results and autocomplete.
  • Filters results by category, tags, status, and date.
  • Scopes employee views to assigned locations.
  • AI answers policy questions and links to source documents.
  • Recently viewed documents are available offline through PWA support.
  • Supports SAML 2.0 sign-in and TOTP two-factor authentication.

What to know first

  • Paid pricing is available on request.
  • HRIS integration through the REST API requires integration work.

Getting started

  1. Visit the PolicyTrak Knowledge Base website.
  2. Choose the free plan or contact PolicyTrak about paid pricing.
  3. Use the web version or access it on Android or iOS.
  4. Set up employee access and location assignments.
  5. Connect supported sign-in or integrations as needed.

Verdict

Choose PolicyTrak Knowledge Base if employees need self-service access to policies and procedures, including location-specific documents and source-linked answers. Organizations planning HRIS connections should account for integration work through the REST API.

Questions

Is PolicyTrak Knowledge Base free?

A free plan is available. Paid pricing is on request.

Which platforms does it support?

It is available on Android, iOS, and the web.

Can employees ask questions in natural language?

Yes. The AI assistant answers using company policies and procedures and links to source documents.

Which integrations are listed?

PolicyTrak documents a REST API with key-based authentication, outbound Slack and Microsoft Teams webhooks, and native employee-record sync with SmartShifts.

How does HRIS integration work?

The features page says HRIS integration uses the REST API and requires integration work rather than a configuration screen.

Who makes PolicyTrak?

The privacy policy identifies the company as PolicyTrak, Inc.

Facts from PolicyTrak Knowledge Base's own pages

AI assistant
Employees can ask natural-language questions and receive answers based on company policies and SOPs, with links to source documents. · policytrak.com, 11 Oct 2026
Company
The privacy policy identifies the company as PolicyTrak, Inc. and lists its address as 2222 Damon Street, Los Angeles, CA 90021. · policytrak.com, 4 Oct 2026
Current content
The Knowledge Base automatically reflects the latest active policies and procedures. · policytrak.com, 11 Oct 2026
Filters
Employees can filter documents by category, tags, status, and date. · policytrak.com, 11 Oct 2026
Full-text search
Employees can search document contents, with relevance-ranked results, autocomplete suggestions, and recent searches. · policytrak.com, 4 Oct 2026
Headquarters
Los Angeles, California, United States · policytrak.com, 28 Sept 2026
HRIS integration limit
The features page says HRIS integration uses the REST API and requires integration work rather than a configuration screen. · policytrak.com, 4 Oct 2026
HRIS limitation
PolicyTrak says it has no prebuilt HRIS connectors and identifies its REST API as the documented route for HRIS integration. · policytrak.com, 11 Oct 2026
Integrations
PolicyTrak documents a REST API with key-based authentication, outbound webhooks to Slack and Microsoft Teams, SAML 2.0 sign-in with Azure AD, Google, and Okta, TOTP two-factor authentication, and native employee-record sync with SmartShifts. · policytrak.com, 11 Oct 2026
Intended users
PolicyTrak describes its platform as serving organizations across industries including hospitality, healthcare, retail, manufacturing, financial services, education, and transportation. · policytrak.com, 11 Oct 2026
Location access
The Knowledge Base automatically shows employees documents assigned to their locations and lets employees assigned to multiple locations switch between location views. · policytrak.com, 11 Oct 2026
Location scoping
The Knowledge Base shows employees documents assigned to their locations and lets employees assigned to multiple locations switch views. · policytrak.com, 4 Oct 2026
Mobile and offline
The Knowledge Base is responsive for phones and tablets, and its PWA support allows access to recently viewed documents offline. · policytrak.com, 11 Oct 2026
Mobile and offline access
The Knowledge Base is responsive for mobile devices and supports offline access to recently viewed documents through PWA support. · policytrak.com, 4 Oct 2026
Purpose
The Knowledge Base gives employees self-service access to company policies, SOPs, and resources. · policytrak.com, 11 Oct 2026
Search
Employees can search full document text, with relevance-ranked results, autocomplete suggestions, and recent searches. · policytrak.com, 11 Oct 2026
Security controls
The employee portal supports email one-time-code login, automatic session timeouts, recognized-device reauthentication, and role-based access settings. · policytrak.com, 11 Oct 2026
Sign-in security
The platform supports SAML 2.0 single sign-on with Azure AD, Google, and Okta, as well as TOTP two-factor authentication. · policytrak.com, 4 Oct 2026
Support
PolicyTrak provides a support contact option and lists [email protected] and 1-800-722-4126 for general inquiries. · policytrak.com, 11 Oct 2026

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