Policy refers to a company’s rules and governance of behavior. It incorporates many details about the company’s adherence to state and federal laws and defines things like benefit structures and break times. What employees can wear on the job, vacation time, whether you get paid for jury duty, or how we respond to emergencies – all of it is detailed under our policies.
A process is an outline of how things get handled. It refers in general terms to what the basic stages are for moving things from A to B. For us it means things like “we issue a quote”, “we create a service ticket then assign it to a technician”, or “we invoice the customer”.
A procedure is an exact list of steps of how we do any task. It involves things like workflows or step-by-step instructions. Steps like: click the “new” icon at the top of the page, then select the company name off of the dropdown list.