Scope and Purpose
Describe who the policies apply to, employment categories covered, and the purpose of the document so there is no ambiguity about applicability across departments and employment types.
Consistent HR policies reduce legal risk, set expectations for employees, and streamline routine HR processes. They clarify rights and responsibilities, support regulatory compliance, and make enforcement of rules defensible and transparent.
Legal, payroll, and benefits partners often consult on specific sections such as wage rules, leave laws, and privacy protections.
Describe who the policies apply to, employment categories covered, and the purpose of the document so there is no ambiguity about applicability across departments and employment types.
Include standards of conduct, attendance expectations, progressive discipline steps, and performance review processes so managers have a repeatable enforcement path.
Detail pay practices, exempt/nonexempt classifications, overtime rules, and payroll schedules to support FLSA compliance and accurate wage administration.
Cover federal and state leave entitlements, paid time off rules, and reasonable accommodation request procedures to meet ADA, FMLA, and state law obligations.
State how employee data is collected, stored, and shared, including protections for health and student records and any applicable confidentiality or nondisclosure provisions.
Provide a signature and date field for employee acknowledgement, explain how policy updates will be communicated, and note whether signed acknowledgments are maintained in personnel files.
| Field | Configuration |
|---|---|
| Document Versioning | Include version number and effective date visible to signers |
| Signer Order | Set HR to receive a copy after employee signs |
| Authentication | Use email and optional SMS code for signer verification |
| Retention | Auto-save signed PDF to HR file storage |
Ensure the chosen system can produce a certificate of completion, integrate with HRIS or document storage, and support any required BAA for protected health information.
Provide policies on or before the employee's start date
Require signed acknowledgment within 7–14 days
Review and update policies at least annually
Notify employees of substantial changes with a defined acknowledgment window
Complete Form I‑9 per federal requirements at hire
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|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card required | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |