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

1. Go to the Handbook Section
   • Hover over the left navigation menu and click the Handbook tab.
2. 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.
3. Enter Company Information
   • Company Logo (optional)
   • Company Name (required)
   • Handbook Name (optional)
4. Define Your Handbook
   • Select a handbook type.
   • Choose the applicable states and/or cities if relevant.
     
5. 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.

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3. Choosing a Creation Method

Once you’ve entered the basic details, you’ll be prompted to choose how to create your handbook:

1. Create from Scratch – Manually select policies to include. 
2. 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?
3. Download a Pre-Generated Handbook – Instantly download a pre-filled handbook with all mandatory policies to your computer.
   

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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.
  

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.