Once a policy has been added to your handbook, you can edit it at any time, whether you’re creating a new handbook or modifying an existing one. Editing allows you to update policy content, adjust formatting, or remove unnecessary details.

Editing a Policy in Your Handbook

1. Access the Handbook Editor

• If creating a new handbook: You will already be in the Handbook Editor while selecting and managing policies.
• If editing an existing handbook:
  • Navigate to the Handbook section in the left menu.
  • Select the handbook you want to modify.
  • Click Edit Handbook to open the editor.

2. Locate the Policy to Edit

• Policies appear in the Handbook Policies section on the left side of the screen.
• Use the search bar to quickly find a specific policy.

3. Modify an Existing Policy

• Click the Edit button next to the policy you want to update.
• Make the necessary changes to the policy content.

4. Save Your Changes

• Click Save Changes to apply updates.
• If you want to discard edits, click Cancel to exit without saving.
  

Next Steps