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Creating a Company Handbook

In this article:

    A company handbook is an essential document for outlining policies, procedures, and expectations for employees. HRManager makes it easy to create and customise a handbook tailored to your organisation’s needs. This guide will walk you through the entire process.

    Setting Up a New Company Handbook

    To begin, log into HRManager and follow these steps:

    • Click on the Quick Add button.
    • Choose New Company Handbook.
    • Enter a title, such as Company Handbook 2025.
    • Choose whether to include a Table of Contents and/or an Introduction Page.
    • If adding an introduction, enter and style the text as required.
    • Click Save to create the handbook.
    single help image 1
    Company Handbook creation form.

    Adding and Customising Handbook Policies

    Once the handbook title and format are saved, you can begin adding content:

    • Select from the dropdown list of policies and Add any relevant sections.
    • Edit policies to align them with your company’s requirements.
    • Add unlimited custom clauses for unique policies.
    • Click Save after each addition to ensure all policies are stored.

    Tip: If you need legal guidance on wording or compliance, contact the HRManager legal helpline.

    single help image 1
    Policy selection and editing in HRManager

    Publishing and Distributing the Handbook

    Now that your policies are in place, it’s time to style and distribute the handbook:

    • Click View Company Handbook to preview the document.
    • Customise the layout by adding your company logo and branding.
    • Click Publish Handbook.
    • Choose to Assign to Employees, Download as a PDF, or Email a copy.

     

    single help image 1
    Add your own company colours and logo.

    Watch Our Video Guide

    Prefer a visual walkthrough? Check out our quick video guide that demonstrates how to create, customise, and distribute a company handbook effortlessly.

    That’s it! Your company handbook is now set up and ready to be shared with your team. Stay tuned for more guides to help you make the most of HRManager.

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