Policies - Employee Handbook Builder

Modified on Thu, 28 Mar 2024 at 12:52 PM

Back to Interview
Click the green icon over Interview to go back to the interview process and adjust or review previously answered questions.
Policy List
After completing the interview process, you will be directed to the Policies section. To review policies, simply use the menu located on the left-hand side of the page and click on the policy name in the order you prefer. Additionally, you can utilize the search bar to find a specific policy by entering a relevant keyword.to find a policy using a keyword.
Please note that this list of policies does not serve as a Table of Contents. It represents the policies that will be included in the final handbook. To view and modify your TOC, proceed to the "Rearrange Policies" section.
Explain this to me
Click Explain this to me to get additional information about the policy.
ACTION ITEMS
Access a list of all pending policies by clicking the red ACTION ITEMS tab. Click on a specific policy name to view more information or click on the Policy Update icon to edit the policy content.
LEGEND
Click the blue LEGEND tab to see a list of the icons you will see in the policy list and their definitions.
Policy Text
When you're in Preview mode, you can view the policy text exactly as it will appear in your handbook. On the other hand, when you're in Edit mode, you're able to make changes to the policy text. Once you've made your changes, click on the Save button. Please note that there are warning messages throughout to remind you to save your handbook.
Use caution when you see Employee Handbook Variables! Be careful not to alter text between the two ## signs.
For example, ## company_names## represents your company name, which you entered during setup, if you change this, your company name will not be displayed properly in the Handbook.
Add New Policy
Click Add New Policy to add your own policy to your handbook.
Add New Section
Click Add New Section to add a new section to your handbook.
Once your section is created, you will be able to add policies to this section when creating a new policy and within the Rearrange Policies page.
Add Acknowledgement
Some policies will already contain acknowledgments, but to add additional acknowledgments, click Add Acknowledgement.
Manage Deleted Sections/Policies
All deleted policies and sections can be restored from the Manage My Deleted Sections/Policies page.
Related Questions
To view the questions related to your policy and change any answers you previously entered, click the + sign in the Related Questions section, and click Change next to the question.

NOTE: The interview question may appear in multiple policies, and editing the answer will update all the applicable policies.
Policy Update
When a policy has been updated, you will see a P showing you there are updates that need to be added to your policy. Click Policy Update P to see the updated policy text.

Within the Compare and Update Your Current Version screen, you will see the text in your current policy (My Current Version) and the text in the updated policy (Updated Master Version).
Text that is in the Updated Master Version and not in your Current Version will be highlighted Pink.
Text that you have in your Current Version that is not in the Updated Master Version will be highlighted Green.
Click COPY ALL CHANGES TO MY CURRENT VERSION to update your current policy with the new master text.

NOTE: Make sure to record any customizations you had in your policy before updating with the new text. These customizations will be overridden with the updated policy text. Customizations can be added back after updating the policy.
Additional Actions
Edit: You will see Edit when you are in Preview mode. To edit the policy text, click Edit.
Preview: You will see Preview when you are in Edit Mode. Click Preview to see what the policy will look like in the handbook output.
Include/Exclude in States: General policies will be available in all state specific Employee Handbooks. If you want to exclude this policy from any of the subscribed states, select the state from the list provided click SAVE.
Customize for States: General policies will be available in all state specific Employee Handbooks. Select the state you want to customize and click save after making your customizations.
Delete This Policy: Delete the policy from your handbook. Policies can be added back to the handbook within Manage My Deleted Sections/Policies
View Master Policy: View the policy in it's original form, without any additional customizations.
Restore Master Policy: When a policy is edited, you will be able to click Restore Master Policy to go back to the original Handbook Builder policy text.