Implementing the Employee Handbook Initiative

Every company should have an employee handbook to describe the company's goals, philosophy, and core principles.  If you already have an employee handbook, as most companies do, then it can be easily loaded to Compligo and made available to your employees online.  Compli also provides an employee handbook from Fisher & Philips that is tailored for for auto dealerships.

Implementation Options in this Guide

1. Bring your own Handbook to Compligo

2. Deploy the Fisher & Philips Employee Handbook for Auto Dealerships

Bring your own Handbook to Compligo

Most companies already have an employee handbook in an electronic format (e.g. Microsoft Word Document) that can be loaded to Compligo.  Note that Compli will usually perform this for you as part of a standard implementation of Compligo, and can help you update an existing employee handbook for a fee.

1. Create a Binder for your Handbook and name it something like "My Company's Employee Handbook"
2. Create Folders within the Binder to organize your Handbook into sections, such as "Introduction", "Company Policies", "Benefits", etc
3. Create and Publish a Library Item for each policy within your Employee Handbook.  
4. Publish each Library Item that you created
5. Grant Permissions for your employees to view each Library Item 
6. Create Activity Templates for any policies that should be signed off on individually, such as the Acknowledgement or that Arbitration Agreement
7. Schedule the Activity Templates for Distribution

Deploy the Fisher & Philips Employee Handbook for Auto Dealerships

Follow the below steps to implement the Fisher & Phillips Employee Handbook on Compligo, whcih includes the following policies:

Edit and Assign each policy

1. Click on the Library tab
2. Click on the Employee Handbook binder
3. Click on the first folder and then click on the first policy.  Follow the following steps for each policy in the handbook.
4. Click on the Edit button to view the list of versions
5. Click Create Draft to the right of the latest published version
6. Click Edit next to the Draft version that you just created
7. Make desired changes to the policy (Note that many policies require edits before they can be published)
8. Click Publish when you have finished editing the policy
9. Click on the Permissions subtab
10. Add the appropriate group(s) of users who have permission to view this policy within the library
11. Click Submit to save

Schedule the EMPLOYEE ACKNOWLEDGMENT AND AGREEMENT POLICY for distribution

1. Click on the Workspaces tab
2. Click on the Human Resources workspace
3. Click on the Employee Handbook initiative
4. Click on the EMPLOYEE ACKNOWLEDGMENT AND AGREEMENT POLICY
5. Click on Groups and assign to the appropriate groups, such as All Employees.
6. Click on Schedule and set a one-time schedule based on the Hire Date.
7. Click Save

Create Activity Templates for additional policies that require signatures

1. Click on the Workspaces tab
2. Click on the Human Resources workspace
3. Click on the Employee Handbook initiative
4. Perform the following steps for each policy:
5. Click the Add button to create a new Activity Template and then follow this guide to create it for a policy and then this guide to set it up.