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Equipment policy

The Equipment Policy defines which devices and accessories each employee can order, based on their team, role, seniority, and location.

Overview

Use the Equipment Policy when you are tired of maintaining per-country product lists. You describe entitlement once — "Sales get a MacBook Air; Engineering get a MacBook Pro with at least 16 GB of RAM" — and the matching products stay in sync for every country automatically.

When you order for an employee or set up their onboarding, a From your Policy section appears at the top of the catalogue with the right hardware for that person.

There is one Equipment Policy per company.

Two things it is not:

  • It replaces catalogue favourites. Instead of flagging products country by country, you describe the rules once.
  • It is not the Purchasing Policy. Equipment Policy defines what an employee is entitled to. Purchasing Policy defines how purchases are approved, through budgets and spending limits.

 

How to use

  1. Go to Purchases > Settings. Find the Equipment Policy card and click Setup
  2. Write the policy. Describe your rules in plain language in the content editor. Cover eligibility (who gets what, by team, role, seniority, or location), devices, accessories, and the default hardware a new hire receives
  3. Save. Changes are kept as a draft. Drafts are not applied
  4. Publish. Publishing resolves your rules against the catalogue, one country at a time, in the background. This takes a few minutes

Click Unpublish to stop applying the policy while keeping the draft.

Each country resolves on its own. A country's curated catalogue is unavailable until it finishes.


 

Write it with ONE

You do not have to write the policy from scratch. ONE, docked on the policy page, drafts it with you — describe your rules and it writes them up, or ask it to adjust what you already have.

You can also work from the catalogue directly: on any product card, use the policy shortcut to add or remove those devices from the policy.

Example rules

Write rules the way you would say them out loud:

  • "Sales and Support get a MacBook Air 13". Engineering and Design get a MacBook Pro 14" with at least 16 GB of RAM."
  • "Managers and above can add an external monitor and a docking station."
  • "Everyone gets a keyboard, a mouse, and a headset during onboarding."
  • "In the US, offer the QWERTY keyboard layout; in France, offer AZERTY."
  • "Contractors get a standard laptop only — no accessories."

You state the rule once and the right products surface in each country where they apply

 

 

Where the policy applies

Context

What appears

Ordering

A From your Policy section with the products allowed in the selected country

Ordering for a person, or onboarding

An In policy for this employee section matching that individual's profile

If a country has no matching products, add options to the policy or switch country.


 

Tips and Best Practices

  • Write for people, not machines. Describe eligibility the way you would brief a colleague — the rules are interpreted as plain language.
  • Name the groups explicitly. Spell out the teams, roles, seniorities, or locations a rule covers, so products resolve to the right people.
  • Cover every country you ship to. The policy resolves per country, so your rules need to account for the models available in each.
  • Publish, then verify. Check the curated catalogue country by country afterwards and refine anything that resolved oddly.
  • Change one sentence, not twelve lists. Upgrading the Engineering standard to 32 GB means editing a single rule and republishing — every country and every future onboarding picks it up.

Troubleshooting and FAQ

Troubleshooting

Republishing the same rules gives a different set of products. Expected. Because the policy is resolved by AI, results are not fully deterministic. Verify the curated selection per country after each publish and tighten any rule that resolves inconsistently.

A country's curated catalogue is empty or missing. Either that country has not finished resolving — publishing runs in the background and takes a few minutes per country — or no catalogue product matches your rules there. Add options for that country.

Changes are not showing up for employees. The policy is still a draft. Saving keeps a draft; only publishing applies it.

FAQ

  1. How many policies can we have?
    One per company.
     
  2. What is the difference between Equipment Policy and Purchasing Policy?
    Equipment Policy defines what an employee is entitled to. Purchasing Policy defines how purchases get approved, with budgets and spending limits.
     
  3. Do I have to maintain a list per country?
    No. You write the rule once and it resolves to the correct local model in each country you ship to.
     
  4. What happened to catalogue favourites?
    The Equipment Policy replaces them.

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