How Do I Select Policies for My Handbook?

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 selected
    • General compliance requirements

Selecting Policies for Your Handbook

1. Choose Policies Based on Your Creation Method

  • If you are creating a handbook from scratch, you will manually review and select the suggested policies.
  • If you are uploading an existing handbook, VirgilHR will analyze your document and highlight any missing policies that should be included.
  • If you are editing an existing handbook, you can access the policy selection page to add, modify, or remove policies as needed.



2. Locate the Policy Topics Section

  • On the Create Handbook or Edit Handbook page, find the Policy Topics section on the right side of the screen.

3. Select the Policies to Include

  • Check the boxes next to the policies you want to add.
  • Use the Check All option to select all suggested policies at once.
  • Policies are labeled as Mandatory or Optional for reference.

4. Filter & Search for Policies

  • Use filters at the top of the Policy Topics panel:
    • Topic (e.g., Benefits, Leave)
    • Source (e.g., Federal, State)
    • Type (e.g., Standard, Custom)
  • Use the search bar to find policies by entering relevant keywords.
  • Click View on the right side of any policy card to see more details before adding it.

5. Adding Policies to the Handbook

  • Once you’ve selected policies, click Add to Handbook.
  • A pop-up window will appear allowing you to:
    • Assign policies to specific handbook headings using the dropdown menu.
    • Click Use Default Headings to apply default settings.
    • Remove policies in the same window by clicking the Trash Can icon next to them.


6. Finalizing the Process

  • Click Add to confirm your selections.
  • The selected policies will now appear in the Handbook Policies section on the left side of the screen.
  • Save your changes:
    • If editing a handbook, click Save Changes.
    • If creating a new handbook, click Next and complete all remaining sections.

Next Steps & Additional Help


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