Policies - Employee Handbook Builder

Modified on Thu, 6 Mar at 11:02 AM

This guide will walk you through the steps and tools available to effectively manage and customize your employee handbook. From reviewing and editing policies to adding new ones or rearranging sections, we’ve got you covered. You’ll also find instructions for accessing pending action items, updating policies, and handling customizations for state-specific regulations. Explore the various features such as the Policy List, Action Items, and Policy Updates to ensure your handbook is always up to date.

1. Back to Interview	Click the green icon over Interview to go back to the interview process and adjust or review previously answered questions.
2. 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.
3. Explain this to me	Click Explain this to me to get additional information about the policy.
4. 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.
5. LEGEND	Click the blue LEGEND tab to see a list of the icons you will see in the policy list and their definitions
6. 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.
7. Add New Policy	Click Add New Policy to add your own policy to your handbook.
8. 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.
9. Add Acknowledgement	Some policies will already contain acknowledgments, but to add additional acknowledgments, click Add Acknowledgement.
10. Manage Deleted Sections/Policies	All deleted policies and sections can be restored from the Manage My Deleted Sections/Policies page.
11. 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.
12. Policy Update	When a policy has been updated, you will see a P indicating that there are updates to be added to your policy. Click the Policy Update P to view the updated policy text. On the Compare and Update Your Current Version screen, you'll find a version changes section that displays the text from both your current policy and the updated policy. Green: Indicates text added to the Master Policy that is not in the Current Version. Pink Strikethrough: Represents text that was in the Current Policy but has been removed from the updated MasterPolicy. Click ACCEPT ALL CHANGES to navigate to the next step where you can update your new policy text.
13. 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 its 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.