How Do I Create a Handbook?
VirgilHR allows you to create a customized, compliant employee handbook tailored to your organization’s needs. Follow these steps to get started.
1. Getting Started
- Go to the Handbook Section
- Hover over the left navigation menu and click the Handbook tab.
- Click "New Handbook"
- If you don’t have an existing handbook, you’ll see a New Handbook button in the center of the page. Otherwise, click New Handbook in the top-left corner.
- Enter Company Information
- Company Logo (optional)
- Company Name (required)
- Handbook Name (optional)
- Define Your Handbook
- Select a handbook type.
- Choose the applicable states and/or cities if relevant.
- Click Next to proceed.
2. Completing the Questionnaire
Before selecting a creation method, you’ll need to answer a short questionnaire that helps customize your handbook based on your company’s requirements.
- The questionnaire consists of admin-set questions related to compliance, policies, and company details.
- Once completed, click Next to proceed to handbook creation.
📌 Your responses will help ensure the handbook includes all relevant policies based on your company’s needs.
3. Choosing a Creation Method
Once you’ve entered the basic details, you’ll be prompted to choose how to create your handbook:
- Create from Scratch – Manually select policies to include.
- Upload an Existing Handbook – VirgilHR will analyze your document and suggest missing policies. For details on uploading an existing handbook, see Can I Upload My Existing Handbook?
- Download a Pre-Generated Handbook – Instantly download a pre-filled handbook with all mandatory policies to your computer.
4. Selecting and Adding Policies
- If creating from scratch or uploading a handbook, you will be directed to the General Policies section.
- Select and add policies suggested to you from the Policy Topics panel.
- Click Next to proceed to the State Addendum section (if applicable).
- In the State Addendum, select and add policies suggested to you from the Policy Topics panel based on the states chosen.
- Click Next to continue.
5. Finalizing Your Handbook
- Review Your Handbook: Click Preview to check the content before finalizing.
- Adjust Formatting: Hover over a section you'd like to edit and click on Format Style to modify formatting if necessary. Then, click Save to save changes.
- Complete Handbook Creation: Click Complete in the bottom right corner to finalize and save your handbook.
Next Steps: Customizing & Managing Your Handbook
Check out these articles for detailed guidance on how to:
-
Add the right policies for your company.
🔹 Do I Need to Select Policies for My Handbook?
🔹 How Do I Select Policies for My Handbook? Modify policies to fit your organization's needs.
🔹 How Do I Edit the Added Policies?
-
Organize policies and sections for clarity.
🔹 How Do I Arrange Handbook Policies and/or Sections?
🔹 How Do I Add, Edit & Remove Sections in My Handbook? -
Include company-specific rules and customizations.
🔹 How Do I Add Custom Policies to My Handbook? Ensure that state-specific policies are properly structured.
🔹 How Do I Group State Policies by State?
📌 Each of these steps helps you refine your handbook to ensure it meets your company’s compliance and operational needs.
Related Articles
Can I Upload My Existing Handbook?
Yes! You can upload an existing handbook to VirgilHR instead of creating one from scratch. The system will analyze your document and suggest missing policies to ensure compliance with the latest regulations. Uploading an Existing Handbook 1️⃣ Start ...How Do I Select Policies for My Handbook?
When creating or editing a handbook in VirgilHR, you will be guided to the policy selection page, where you can manually choose which policies to include. VirgilHR will suggest policies based on: Your responses to the questionnaire The states you ...How Do I Easily Find a Handbook?
In the Handbook section, you can use the search, filter, and sort features to quickly locate a specific handbook. Accessing the Handbook List Hover over the left navigation menu to reveal the options. Click the Handbook tab. You will be directed to ...Do I Need to Select Policies for My Handbook?
Do I Need to Select Policies for My Handbook? When creating a handbook in VirgilHR, you do not need to manually select policies if you choose to download a pre-generated handbook. Pre-Generated Handbook: If you opt for this method, your handbook will ...How Do I Add Custom Policies to My Handbook?
In VirgilHR Handbook Builder, you can add custom policies to tailor your handbook to your organization’s specific needs. Add a Custom Policy On the Create Handbook or Edit Handbook page, locate the Policy Topics panel. Click the Add Custom button in ...