Scope
Define who is covered (employees, contractors, vendors) and where the policy applies, including remote and off‑site work settings.
A concise, consistent policy reduces legal risk, improves employee morale, and clarifies reporting and enforcement processes. It demonstrates proactive risk management and creates objective standards for disciplinary action.
Typical users include HR teams, in‑house counsel, people managers, and compliance officers who draft and maintain the document.
All employees should receive and acknowledge the policy; select representatives (HR, legal) should retain signed acknowledgements.
Define who is covered (employees, contractors, vendors) and where the policy applies, including remote and off‑site work settings.
Describe specific examples (harassment, bullying, discrimination, derogatory language) and explain that both intentional and severe abusive behavior is covered.
List multiple reporting options (manager, HR, ethics hotline, anonymous intake) and ensure alternative routes for complainants.
Explain initial intake, confidentiality limits, investigation steps, timing expectations, and how outcomes are documented.
Commit to protecting reporters and witnesses from retaliation and describe steps taken if retaliation is alleged.
Detail progressive discipline options, up to termination, and how remediation or training may be used.
| Field | Configuration |
|---|---|
| Signer Order | Parallel signing to allow simultaneous employee acknowledgements |
| Authentication | Email link with optional SMS code for higher assurance |
| Reminders | Auto-send reminders 7 and 14 days after initial notice |
| Record Export | Enable PDF export with audit trail and timestamps |
Ensure the chosen platform supports required authentication, audit trails, and secure storage before issuing the policy.
Specify the date when obligations begin and enforcement starts
Require signed acknowledgement within 30 days of issuance or hire
Complete mandatory training within 60 days of policy adoption
Review and update policy at least once every 12 months
Provide expected investigation completion timeframe (e.g., 30–90 days)
Legal and HR approve final policy language before distribution
Supervisors complete training on reporting and investigation duties
Policy and notice sent to all employees for acknowledgement
Signed acknowledgements archived according to retention schedule
| 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 trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
HR issues a new policy companywide and sends electronic acknowledgements
A remote‑first employer integrates acknowledgement flow with onboarding