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Manage Self-Certification Policies

Self-certification policies allow you to prompt employees to confirm compliance with company or building-specific guidelines before checking in to a booking.

Liza avatar
Written by Liza
Updated this week

These policies are commonly used for health and safety requirements, building rules, or compliance reminders, but are fully customizable to suit your organization’s needs. A single self-certification policy can be applied to one or multiple buildings.


Prerequisites

  • You must be a Global Admin in Kadence


What Is a Self-Certification Policy?

A self-certification policy requires users to acknowledge a message or confirm compliance within a defined time window before their booking begins.

Key characteristics:

  • Policies are customizable per organization

  • One policy can apply to multiple buildings

  • Users self-certify digitally within Kadence

  • Users only need to self-certify once per building per day


Create a Self-Certification Policy

To create a self-certification policy:

  • Log in to Kadence

  • Navigate to Settings

  • Select Policies

  • Under Self-certification, click Add policy

A new form will appear. Complete the following fields:

  • Policy name

  • Building(s) the policy applies to

  • Self-certification message or instructions shown to users

  • Policy URL (optional) linking to full documentation or a questionnaire

  • Self-certification checkbox text users must confirm

  • Time window allowing staff to self-certify before check-in

  • Toggle Prevent check-in if the employee has not self-certified if self-certification should be mandatory

  • Use Preview to see how the policy will appear to users.

  • Once complete, click Add policy.


How Self-Certification Works for Users

  • Users are prompted to self-certify within the configured time window before their booking starts

  • If required, users cannot check in until they have self-certified

  • Self-certification applies per building, per day

  • Once certified, users are not prompted again for that building on the same day


Managing and Updating Policies

  • Policies can be edited or disabled at any time from Settings > Policies > Self-certification

  • Changes apply immediately to future bookings

  • Existing check-ins will follow the updated rules once the policy is saved

For additional policy-related controls, see the Workplace Safety and Building Settings guides.


Need Help?

For support, reach out to:
📩 [email protected]

For floorplan requests or questions, contact:
📩 [email protected]

For more helpful articles see:
📚 Kadence Help Center

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