Policy Handbook
A consolidated employee handbook describing workplace policies, leave rules, code of conduct, and disciplinary processes; use clear language and version control so changes are auditable and acknowledged by employees.
A documented HR Management Program standardizes hiring, reduces legal risk, and ensures consistent treatment of employees. It also provides an auditable trail for compliance, simplifies training, and helps preserve institutional knowledge while supporting privacy and retention obligations under applicable federal and state rules.
Smaller employers, staffing firms, and outsourced HR providers also rely on a repeatable program to scale hiring while documenting approvals and data handling.
A consolidated employee handbook describing workplace policies, leave rules, code of conduct, and disciplinary processes; use clear language and version control so changes are auditable and acknowledged by employees.
A set of forms and checklists including offer letter, tax forms (W-4), I-9, benefits enrollment, and IT access requests; coordinate timing so forms requiring notarization or original IDs are handled appropriately.
Standardized job descriptions, competency matrices, and interview guides that reduce bias and speed approvals while providing consistent role expectations and salary band references.
Performance review templates, goal-setting forms, and improvement plans with defined review cycles and sign-off routes to document feedback and promotion decisions.
A checklist covering equipment return, revocation of system access, final payroll, COBRA notices where applicable, and documentation of reason for termination and approvals.
Retention schedules, access controls, and audit logs for personnel files tied to legal retention requirements and privacy standards such as HIPAA or state privacy laws when applicable.
| Field | Configuration |
|---|---|
| Offer Letter | Require signature, date, and manager approval before onboarding starts |
| I-9 | Collect scanned ID, require employer verification, store audit trail |
| Benefits Form | Conditional fields based on employee selections; attach plan PDFs |
| Separation Checklist | Route to IT and payroll automatically when termination is recorded |
Select a platform that meets encryption and compliance certifications required by your industry and supports imports/exports to your HRIS while retaining immutable audit logs.
Complete Section 2 within three business days of hire per Form I-9 guidance.
Provide employees W-2 by January 31 each year (IRS deadline).
Distribute ACA statements per IRS schedules and reporting rules.
Adhere to plan-specific enrollment windows and new-hire eligibility rules.
Process final wages according to state law and company separation policy.
| 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 |