> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wayak.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Policy Q&A

> Answer employee questions about benefits, PTO, and company policies instantly with citations from source documents

Employees ask the same policy questions repeatedly — how much PTO do I have, what does my dental plan cover, can I work remotely from another state. HR teams spend hours answering these questions manually, often pulling up the same PDF and scrolling to the same section. Meanwhile, employees wait for a response that could have been instant.

Wayak solves this by indexing your policy documents in a knowledge space with RAG (retrieval-augmented generation). An agent searches the documents, extracts the relevant section, and delivers a plain-language answer with a citation to the exact source. Sensitive topics are automatically escalated to the right HR partner.

***

## What you need

<CardGroup cols={2}>
  <Card title="Data sources" icon="database">
    * **HRIS database** — Employee records with department, location, employment type, and benefits enrollment status
  </Card>

  <Card title="Knowledge spaces" icon="book-open">
    * **Employee handbook** — Full company handbook (PDF or DOCX), uploaded and indexed
    * **Benefits guides** — Medical, dental, vision, 401(k), and other plan summaries
    * **PTO and leave policies** — Vacation, sick leave, parental leave, bereavement, and sabbatical policies
    * **Compliance documents** — Remote work agreements, expense policies, code of conduct
  </Card>
</CardGroup>

**Semantic layer:** Define these in your ontology before setting up the agent.

| Component | Name              | Definition                                                                                                                               |
| --------- | ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------- |
| Object    | `PolicyDocument`  | Maps to the knowledge space index. Represents a single policy document with its version and effective date                               |
| Object    | `Employee`        | Maps to the HRIS employees table. Represents the person asking the question, used to personalize answers by location and employment type |
| Metric    | `QueriesResolved` | Count of employee questions answered without HR intervention per period                                                                  |
| Dimension | `PolicyCategory`  | Categorization: benefits, PTO, compensation, compliance, remote work, expenses                                                           |

<Tip>
  See [building a semantic layer](/quickstart/build-semantic-layer) for a step-by-step guide.
</Tip>

***

## Agent setup

<Steps>
  <Step title="Create the agent">
    Go to **Agent Space** → **New agent**.

    | Field    | Value                                                                           |
    | -------- | ------------------------------------------------------------------------------- |
    | **Name** | People Ops Assistant                                                            |
    | **Role** | Employee experience and policy specialist                                       |
    | **Goal** | Answer employee questions accurately and route complex issues to the right team |
  </Step>

  <Step title="Set the description">
    > You answer employee questions about policies, benefits, and HR processes. Always reference the specific policy document and section when providing an answer. Use a friendly, approachable tone. If a question involves a sensitive topic — termination, harassment, accommodation, or legal matters — do not attempt to resolve it. Acknowledge the question and escalate to the appropriate HR partner immediately. Keep answers factual and cite sources.
  </Step>

  <Step title="Scope data access">
    Grant access to:

    * HRIS database (employees, departments, locations)
    * Employee handbook knowledge space
    * Benefits guides knowledge space
    * PTO and leave policies knowledge space
    * Compliance documents knowledge space
    * `PolicyDocument`, `Employee` objects and `QueriesResolved` metric
  </Step>

  <Step title="Add skills">
    <AccordionGroup>
      <Accordion title="Answer policy question">
        **Trigger:** Employee asks a question about a company policy

        1. Identify the policy topic from the question (PTO, benefits, expense, remote work, compensation, leave, etc.).
        2. Check whether the question involves a sensitive topic (termination, harassment, accommodation, legal). If yes, skip to step 6.
        3. Search the relevant knowledge space for the policy document that covers the topic.
        4. Extract the specific section that answers the question and note the document name, section heading, and effective date.
        5. Summarize the answer in plain language. Include the citation in the format: "Source: \[Document Name], Section \[X], effective \[date]."
        6. If the topic is sensitive, respond with: "This topic requires a conversation with your HR partner. I've flagged this for \[HR partner name] who will follow up within one business day."
      </Accordion>

      <Accordion title="Compare policy across locations">
        **Trigger:** Employee asks about how a policy differs by office or state

        1. Identify the policy topic and the locations being compared.
        2. Retrieve the policy document for each location from the knowledge space.
        3. Extract the relevant sections from each version.
        4. Present a side-by-side comparison table showing differences (e.g., PTO days, remote work eligibility, benefits carriers).
        5. Note which version applies to the employee based on their HRIS location.
      </Accordion>
    </AccordionGroup>
  </Step>
</Steps>

***

## Automation

### Playbook: New policy notification

<Steps>
  <Step title="Set the trigger">
    Event trigger: **New document uploaded** to any policy knowledge space, or manual trigger when HR updates a policy.
  </Step>

  <Step title="Build the workflow">
    1. **Query** the knowledge space for the newly uploaded or updated document.
    2. **Compare** the new document against the previous version to identify what changed.
    3. **Summarize** the key changes in three to five bullet points, written in plain language.
    4. **Condition:** If the policy change affects a specific department or location, filter the recipient list to only those employees.
  </Step>

  <Step title="Configure delivery">
    Send an email to affected employees with the subject line: "Policy update — \[Policy Name]". Include the summary of changes and a link to the full document. Post a message in the `#company-announcements` Slack channel.
  </Step>

  <Step title="Test and activate">
    Click **Run now** to test with live data, then toggle to **Active**.
  </Step>
</Steps>

***

## What's next

<CardGroup cols={2}>
  <Card title="Onboarding automation" icon="arrow-right" href="/use-cases/hr/onboarding-automation">
    Use policy Q\&A alongside automated onboarding to give new hires instant access to answers from day one.
  </Card>

  <Card title="All HR use cases" icon="list" href="/use-cases/hr">
    See the full list.
  </Card>
</CardGroup>
