Scope
Define who and what is covered, including individuals, contractors, device classes, and corporate assets that connect to business systems.
A written policy reduces security risk, sets consistent expectations for employees, and documents controls needed for regulatory compliance such as HIPAA or GLBA. It also speeds incident response and preserves evidence if a device is lost or compromised.
This policy is intended for staff who use mobile devices for work, and for the teams that manage, monitor, and enforce device security.
Use role-based assignments to keep responsibilities clear: IT configures controls, HR manages acknowledgements, and managers monitor day-to-day adherence.
| Field | Configuration |
|---|---|
| MDM Platform | Select vendor and tenant settings. |
| Enrollment Method | Auto-enroll via SSO or invite link. |
| Authentication | Enforce MFA and device PIN/passcode. |
| Device Restrictions | Block jailbroken/rooted devices and sideloading. |
List integrations, authentication requirements, and supported file formats so IT can validate compatibility before rollout.
Verify that your MDM platform supports the required integrations (identity provider, conditional access, endpoint detection) and that signed acknowledgements are exportable in standard formats for HR and legal review.
Define who and what is covered, including individuals, contractors, device classes, and corporate assets that connect to business systems.
Describe permitted and prohibited activities, data handling rules, and expectations for personal device separation when BYOD is allowed.
Specify the enrollment workflow, required apps, device checks, and timelines for newly issued or personal devices.
List mandatory settings such as encryption, passcode complexity, OS update cadence, app allowlists, and remote wipe capability.
Explain what device and user data the employer accesses, how personal data is protected, and any consent or disclosure provided to employees.
State disciplinary steps, remediation options, and how compliance failures are escalated and documented.
Set as MM/DD/YYYY when distribution begins.
Employees enroll within 30 days of policy effective date.
Review policy at least annually for legal and tech changes.
Report lost/stolen devices within 24 hours to IT.
Review signed acknowledgements during HR audits.
Finalize policy text with IT input.
Obtain sign-off from Legal and HR.
Publish and record acknowledgements.
Review compliance metrics and incidents.
| Criteria | MDM Policy | BYOD Policy |
|---|---|---|
| Applies to devices | company-owned | personal-owned |
| Employer control | high control | limited control |
| Privacy implications | employer access noted | stronger privacy protections |
| Remote wipe permitted | limited or selective |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Depends on plan | Depends on plan | Yes | Depends on plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Tim Martin streamlined leasing workflows with enforced device encryption and remote wipe
John Butler required strict containerization on provider devices to protect patient records
The IT Manager reviews technical controls, certifies MDM configuration, and verifies enrollment completeness. Their signature indicates technical readiness and the ability to support enforcement actions such as remote wipe and app restrictions.
The HR Director is responsible for distributing the policy, capturing employee acknowledgements, and applying disciplinary procedures where necessary. Their signature confirms administrative processes are in place for recordkeeping and disputes.