How Do I Get my Handbooks Updated and Delivered to My Email Automatically?
You can set up your handbooks to be automatically updated and delivered to your email based on a schedule that works for you. This can be configured at either a universal level (for all handbooks) or on an individual basis (for specific handbooks).
Setting Up Universal Update Preferences (Applies to All Handbooks)
- Hover over the left navigation menu and click the Handbook tab.
- Click Settings at the top-right corner of the Handbook Builder page.
- Select Update Settings from the dropdown list.
- Configure your preferred auto-update frequency:
- Daily (Auto-update all handbooks every day)
- Monthly (Auto-update all handbooks on last Thursday of every month)
- Quarterly (Auto-update all handbooks on last Thursday of every quarter)
- Manual (Choose this ONLY if you want to review and apply updates yourself)
- Click Save & Close to apply the settings.
📌 These settings will apply to all handbooks unless an individual handbook has custom preferences enabled.
Setting Up Individual Handbook Update Preferences
If you want to override the universal settings for a specific handbook, you can customize its update frequency.
- Hover over the left navigation menu and click the Handbook tab.
- Locate the handbook you want to modify and click View or Edit Info on the right side of the listing.
- Click Update on the command bar in the top-right corner of the Handbook Detail page.
- In the pop-up window:
- Enable the Same as General Settings toggle if you want this handbook to follow the universal update settings.
- Disable the Same as General Settings toggle to configure a custom update schedule just for this handbook.
- If setting a custom schedule, select the desired frequency of auto or manual handbook updates and click Save & Close.
Troubleshooting & Additional Help
Not receiving handbook update emails?
- Ensure handbook update email notifications are enabled in your notification settings. For more details, see How Do I Customize Email Notifications?
- Check your spam or junk folder in case emails are being filtered incorrectly.
-
Want to manually update your handbook instead? Just choose Manual when selecting the update frequency in the instructions above. See How Do I Update a Handbook Manually? for guidance on manually reviewing and applying updates to your handbook.
Need further assistance? Contact the Support Team for help.
Related Articles
How Do I Update a Handbook Manually?
If you have manual updates enabled for your handbook, you can review and apply policy updates directly within the portal. Follow the steps below to ensure your handbook remains compliant. Reviewing and Applying Updates Applying Updates with a Preview ...How Will I Get Notified About Updates in My Handbook?
You will receive an email notification whenever your handbook requires updates, unless you have disabled handbook update notifications in your email settings. Additionally, a task will be added to your Task List to ensure you don’t miss any required ...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 ...Staying Informed with Legal Email Updates & Reminders
Stay informed about employment law changes with Legal Updates, Legal Reminders, and Task Reminders, sent directly to your inbox every week. Legal Updates – Weekly Announcements ? Sent Every Thursday A summary email is sent every Thursday, providing ...How Do I Customize Email Notifications?
VirgilHR allows you to customize which email notifications you receive. You can enable or disable notifications for specific topics or turn off all email notifications entirely. ? These settings only affect email notifications. In-app notifications ...