When you make changes to a document template, those changes are only applied to future copies of that document. You can choose how to manage current copies of the updated document. Your options are Allow employee completed documents to remain valid. (Grandfathered) or Expire current documents and notify employees to complete a new document.

What happens when grandfathering documents

Grandfathering a document enables you to modify a document template while allowing employees' completed documents to remain active and not require them to be completed again. You might choose this option for minor changes that don't substantively alter what employees originally signed, like informational updates that do not have direct impact on employees.

What happens when not grandfathering documents

If you decide not to grandfather a document, all eligible employees, including those who have already completed the document, will be prompted to complete it again. Selections previously made by employees will not carry over to the new version, and they will need to complete it as if it were a brand new document. You may choose this option to comply with a regulation, or for changes in policy that trigger an update to the employee handbook.