Core Values
A short list (three to eight) of named values with a one-sentence definition for each, written in plain language to remove ambiguity and aid consistent application across teams.
A well-crafted Employee Core Values Document reduces ambiguity, supports consistent decision making, strengthens recruitment messaging, and provides evidence of communicated expectations for performance management and compliance. It helps align day-to-day actions with organizational priorities while creating a reference for consistent enforcement and training.
The Employee Core Values Document is prepared by HR and senior leadership and then shared with all employees for acknowledgment.
The HR Director oversees creation and version control, approves final language, and typically retains the authoritative copy for legal and compliance purposes. HR coordinates distribution, collects signatures, and documents training tied to the values.
Employees acknowledge the document by signing and dating the form, which creates a record that they received and understood organizational expectations. Signatures support performance conversations but do not convert policy content into employment contract terms unless expressly stated.
A short list (three to eight) of named values with a one-sentence definition for each, written in plain language to remove ambiguity and aid consistent application across teams.
Concrete do/avoid examples tied to each value so managers and employees can translate principles into day-to-day actions and reduce subjective interpretation during evaluations.
How adherence will be observed or measured, including examples of evidence, frequency of review, and links to performance review rubrics or recognition programs.
Signature lines for the employee and supervising manager, plus a date field, to confirm receipt and understanding of the values and related expectations.
A stated cadence for revisiting and updating the values document (for example, annually) and the process for communicating changes to staff.
A brief outline of how values are revised, who approves changes, and how older versions are archived to preserve history and auditability.
| Field | Configuration |
|---|---|
| Signature Field | Require signed date and typed name |
| Routing Order | Employee then manager approval |
| Reminders | Automated reminders at 3 and 7 days |
| Authentication | Email with optional MFA or SMS code |
Choose a delivery method that creates an auditable record and integrates with your HR systems.
Align distribution choices with your security and retention policies; prefer solutions that produce an audit trail and export signed PDFs.
Issue to new hires during first week of employment.
Reconfirm acknowledgment during yearly performance cycles.
Document should state when values take effect.
Managers should confirm discussion within 14 days.
Retain signed copy per retention schedule.
Leadership approves values and measurement criteria.
Legal confirms language avoids contractual pitfalls.
Values are distributed and acknowledged by employees.
Values and examples reviewed and updated as needed.
HR introduced a concise values document during onboarding to reduce a nine-step review into a single acknowledgement step
A nonprofit used the document to set volunteer conduct expectations and safety protocols
| 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 | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |