Handbook Builder
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 ...
Can I Export the Handbook as a Word or PDF File?
Yes, you can export your handbook as a Word document. Follow the steps below to download a completed handbook. Download a Handbook Hover over the left navigation menu and click the Handbook tab to access the Handbook Builder page. Locate the ...
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 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). ...
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 ...
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 Group State Policies by State?
In VirgilHR Handbook Builder, you can choose to group state policies by state instead of the default alphabetical order. This ensures that policies for each state are clearly separated and start on a new page. Group State Policies by State After ...
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 ...
How Do I Add, Edit & Remove Sections in My Handbook?
In VirgilHR Handbook Builder, you can add new sections (headings), edit section names, and remove sections to customize your handbook structure. Add a Section (Heading) On the Create Handbook page, in the Handbook Builder, locate the left panel. ...
How Do I Arrange Handbook Policies and/or Sections?
When creating or editing your handbook in VirgilHR Handbook Builder, you can rearrange policies within a section, move policies between sections, and rearrange entire sections for better organization. Rearrange Handbook Sections Click the Rearrange ...
How Do I Edit the Added Policies?
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 ...
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 ...
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 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 ...