Handbook Process

Description

The Handbook Process allows companies to ensure compliance with review and sign-off on the organization's handbook.Use the Handbook Process for new hires, annual sign offs, or to informemployees of changes or modifications to the current version of the handbook.

Each selected employee is provided with an electronic copy of the organization's handbook. If there were any revisions or updates to the handbook, a modification document can be electronically included to point out the changes and updates from the last version.

With the Handbook Process, employee sign off of the handbooks are stored electronically in a document repository. This allows for easy access to track employee sign off and acknowledgement for human resources needs.

Use Cases

• Kick off the Handbook Process by selecting those employees who are going to participate from a pre-populated list. Upload the organization's current handbook. If there have been specific changes or revisions to the prior version, you have the option of also uploading a document that highlights those changes and revisions.
• Each participating employee receives a notice in their inbox that they must review the organization's handbook.
• After receiving the task in their inbox to review and acknowledge the organization's handbook, the employee previews and downloads the organization's handbook.If there is a modification document included, the employee previews and downloads that to see the modifications made.
• After the employee has reviewed the handbook and any modification document included, the employee electronically signs, acknowledging their review of the document(s).
• After all employees included in the process run have electronically signed off on the handbook and any modification document, the process ends.

Features

• Ensure employee review of the handbookis completed on time
• Ensure compliance with regulations requiring review of handbook
• Set notifications for completing the handbook review, reminders of task due dates, escalate to a supervisor/manager when task falls behind due dates
• Select employees to participate in the Handbook Review Process from a pre-loaded list of employees
• Ability to assign users to review the handbookfor new hires at any time during the year
• Include a document highlighting the changes or revisions from the prior handbook version
• Electronically route the handbook documents to all employees
• Email notifications to an employee when handbook review is required
• Ability to preview the handbook documents, download them, and save them for personal files
• Ability to save and close the handbook review for later completion
• Store employee acknowledgement of handbook review in an on line document repositoryfor other HR related functions
• Provide specific instructions for reviewing then handbook documents to help with employee training and onboarding
• Use your own handbook documents in the Handbook Review Process

Selected Screen Shots

• Begin the Handbook Review Process by naming the run.

Workflow