Scope
Define who is covered, geographic or site limits, and any exclusions so application is clear and defensible.
Clear work rules reduce uncertainty, support lawful disciplinary action, and help demonstrate consistent treatment in audits or litigation. They also aid supervisors in daily enforcement and reduce the administrative burden of ad hoc decisions.
Distribution and consistent application make the rules effective; involve affected managers and, where applicable, employee representatives during drafting.
| Field | Configuration |
|---|---|
| Signature Field | Required — signer name and dated signature |
| Acknowledgement Checkbox | Required — 'I have read and understand' with timestamp |
| Authentication | Email link or SMS code; use MFA for higher-risk staff |
| Retention Setting | Encrypt and retain per retention policy |
Ensure the vendor meets required compliance standards (e.g., ESIGN/UETA, HIPAA if applicable), and confirm retention and export capabilities.
Define who is covered, geographic or site limits, and any exclusions so application is clear and defensible.
Provide specific, actionable examples of prohibited behavior and ethical expectations tied to job duties.
State scheduling, tardiness, call-in procedures, and consequences for repeated infractions.
Address PPE, reporting hazards, and safety training; align with OSHA and state safety rules as applicable.
Explain progressive discipline steps with timelines and circumstances for immediate action.
Include a clear employee acknowledgement section and method for obtaining and retaining signed records.
Annual review recommended to reflect legal or operational changes
Provide written notice before enforcement or at issuance
Allow required bargaining time if covered by collective agreement
Retention begins on effective date or acknowledgement date
Update promptly after material law change
Policy text finalized and formatted for review.
Internal counsel and HR confirm compliance and clarity.
Authorized signatory signs final document.
Provide to employees and capture acknowledgements.
The team standardized site rules across locations to reduce disputes and clarify expectations for contractors and staff.
Clinical staff received HIPAA-aligned work rules with explicit PHI handling steps and signed acknowledgements.
| 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 | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |