Use templates, policies and the handbook

Produce professional HR documents in seconds and get policies acknowledged.

Before you start. Your business profile is complete.

Step by step

1. 01

   Open Templates

   Open Records, then Templates. Letters, forms, policies and emails each have a tab.

2. 02

   Use a template

   Select Use template. It fills with your company and the employee, then download it or save it to their record.

3. 03

   Publish a policy

   Open Policies and select New policy. Staff sign it in the app and re-sign when it changes.

4. 04

   Build your handbook

   Open Handbook to start from a general or care template, start blank, or upload your own.

Next guide

Chat with your team

Direct messages and groups with your staff, with read receipts.

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