Creating an Employee Handbook (HR Docs)

An employee handbook is a vital document to have as it provides standardization of personnel and benefit policies, prevents misunderstandings, and helps ensure employees are treated consistently. You can create, save, and export your own handbook using the wizard provided within the application.

To create a new handbook, log in on and go to “Applications,” then “HR Communications.” Click on “Handbook,” then select “CREATE NEW HANDBOOK.”

First, you will need to select the state in which your company is located; you will also be asked to input information relating to your business that will appear within your handbook. Once you’ve completed steps 1-4, you can choose to build your handbook using either the wizard mode (guided) or manual mode (do it yourself).

Note: You can switch modes during the build-out of your handbook by selecting the “Switch To” button at the top right of the screen.

Once in the editor, each available category will appear on the left. Click on each title to preview the template verbiage within the text editor. To add and edit the text, select “Yes” in the wizard mode, or “Click Here to Add This Template to Your Handbook.” This will give you the ability to make edits and additions for that particular section. Click “Save” to move on to the next section.

Note: Once a section is saved, you can log out and log back in later to complete the other sections.

Once you have completed your Employee Handbook, you are given the option to export it as a Word document, or create another version for a different state if your company has more than one location. You can create as many Handbooks as you would like.

Note: We recommend that all documents produced here be reviewed by your lawyer to ensure agreements are legally enforceable and adequately protect your interests.

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