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PolicyTrak Knowledge Base
Los Angeles, California, United States
What it is
PolicyTrak Knowledge Base gives employees self-service access to company policies, standard operating procedures, and resources. Employees can search document text with relevance-ranked results, autocomplete, and recent searches, then filter by category, tags, status, and date. Drafts and archived content are excluded from employee views. The system shows documents assigned to each employee’s locations, with a switch for employees assigned to multiple locations, and automatically reflects the latest active policies and procedures. A natural-language AI assistant answers questions using company policies and procedures and links to source documents. The responsive service works on phones and tablets, with offline access to recently viewed documents through PWA support. Sign-in controls include SAML 2.0 single sign-on with Azure AD, Google, or Okta, TOTP two-factor authentication, email one-time codes, session timeouts, recognized-device reauthentication, and role-based access settings. PolicyTrak also documents a key-authenticated REST API, Slack and Microsoft Teams webhooks, and employee-record sync with SmartShifts. HRIS integration uses the REST API and requires integration work; there are no prebuilt HRIS connectors. The platform lists content analytics and is available on Android, iOS, and the web. Pricing is on request.
For and against
For
- Search includes autocomplete and recent searches.
- Employees can access recently viewed documents offline.
- AI answers link to source documents.
- Supports SAML single sign-on and TOTP two-factor authentication.
- Available on Android, iOS, and the web.
Against
- Pricing is available on request.
- HRIS integration requires REST API work.
- There are no prebuilt HRIS connectors.
The verdict
PolicyTrak Knowledge Base combines employee-facing policy search with location controls, offline access, and an AI assistant. Organizations considering it should account for the API work required for HRIS integration and request pricing.
Who it suits
It is designed for employees who need policy and procedure answers without waiting for a manager. It may suit organizations that want location-scoped content and can handle HRIS integration work through an API.
On the record
- AI assistant
- Employees can ask natural-language questions and receive answers based on company policies and SOPs, with links to source documents.policytrak.com · read 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 · read 4 Oct 2026
- Current content
- The Knowledge Base automatically reflects the latest active policies and procedures.policytrak.com · read 11 Oct 2026
- Filters
- Employees can filter documents by category, tags, status, and date.policytrak.com · read 11 Oct 2026
- Full-text search
- Employees can search document contents, with relevance-ranked results, autocomplete suggestions, and recent searches.policytrak.com · read 4 Oct 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 · read 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 · read 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 · read 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 · read 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 · read 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 · read 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 · read 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 · read 4 Oct 2026
- Purpose
- The Knowledge Base gives employees self-service access to company policies, SOPs, and resources.policytrak.com · read 11 Oct 2026
- Search
- Employees can search full document text, with relevance-ranked results, autocomplete suggestions, and recent searches.policytrak.com · read 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 · read 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 · read 4 Oct 2026
- Support
- PolicyTrak provides a support contact option and lists [email protected] and 1-800-722-4126 for general inquiries.policytrak.com · read 11 Oct 2026
