PolicyTrak Knowledge Base

Spec sheet

Purpose

The Knowledge Base gives employees self-service access to company policies, SOPs, and resources.Read 11 Oct 2026 · policytrak.com

Intended users

PolicyTrak describes its platform as serving organizations across industries including hospitality, healthcare, retail, manufacturing, financial services, education, and transportation.Read 11 Oct 2026 · policytrak.com

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.Read 11 Oct 2026 · policytrak.com

Support

PolicyTrak provides a support contact option and lists [email protected] and 1-800-722-4126 for general inquiries.Read 11 Oct 2026 · policytrak.com

Headquarters

Los Angeles, California, United StatesRead 28 Sep 2026 · policytrak.com

Company

The privacy policy identifies the company as PolicyTrak, Inc. and lists its address as 2222 Damon Street, Los Angeles, CA 90021.Read 4 Oct 2026 · policytrak.com

AI assistant

Employees can ask natural-language questions and receive answers based on company policies and SOPs, with links to source documents.Read 11 Oct 2026 · policytrak.com

Current content

The Knowledge Base automatically reflects the latest active policies and procedures.Read 11 Oct 2026 · policytrak.com

Filters

Employees can filter documents by category, tags, status, and date.Read 11 Oct 2026 · policytrak.com

Full-text search

Employees can search document contents, with relevance-ranked results, autocomplete suggestions, and recent searches.Read 4 Oct 2026 · policytrak.com

HRIS integration limit

The features page says HRIS integration uses the REST API and requires integration work rather than a configuration screen.Read 4 Oct 2026 · policytrak.com

HRIS limitation

PolicyTrak says it has no prebuilt HRIS connectors and identifies its REST API as the documented route for HRIS integration.Read 11 Oct 2026 · policytrak.com

Location access

The Knowledge Base automatically shows employees documents assigned to their locations and lets employees assigned to multiple locations switch between location views.Read 11 Oct 2026 · policytrak.com

Location scoping

The Knowledge Base shows employees documents assigned to their locations and lets employees assigned to multiple locations switch views.Read 4 Oct 2026 · policytrak.com

Mobile and offline

The Knowledge Base is responsive for phones and tablets, and its PWA support allows access to recently viewed documents offline.Read 11 Oct 2026 · policytrak.com

Mobile and offline access

The Knowledge Base is responsive for mobile devices and supports offline access to recently viewed documents through PWA support.Read 4 Oct 2026 · policytrak.com

Search

Employees can search full document text, with relevance-ranked results, autocomplete suggestions, and recent searches.Read 11 Oct 2026 · policytrak.com

Security controls

The employee portal supports email one-time-code login, automatic session timeouts, recognized-device reauthentication, and role-based access settings.Read 11 Oct 2026 · policytrak.com

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.Read 4 Oct 2026 · policytrak.com

Where Specifiction places it

• HR Knowledge Base Software#40 of 507.0