How to write an employee handbook: your step-by-step guide
Step 1. Create a warm introduction
If you aren’t opening with an inspirational ‘hello’ to educate your employees on the vision that drives workplace decisions and inspires them to participate actively in the culture, you are missing a trick!
This is one of the best ways to motivate and inspire new employees.
So, start with storytelling, adding a welcome message to your handbook. It could be your CEO or founder, and you should detail your company culture or vision. This could be a story from the past, a customer quote, or something that epitomises the business values.
Consider:
- Welcome from CEO / founder(s)
- Customer quotes
- Awards and recognition
- Aims and goals
- Company mission
- Company history
- Vision
- Values
- Goals achieved
- Deadlines and future plans
An interactive banner is the perfect place to put special announcements you want everyone to see. It has a key message, a background to make it stand out, and links to more information.
Step 2: Highlight their benefits
It’s been reported that only
57% of employers believe their workforce knows and understands all their benefits, yet ensuring employees understand their entitlements is critical to employee engagement and satisfaction, as
more than a fifth say they would move for a better package.
Your handbook should include information about the benefits your company offers.
Consider:
- Payroll details
- Benefits (general)
- Benefits (health)
- Office perks
- Business travel information
- Expense reimbursement policy
- Family friendly policies
- Flexible working policies
- Holiday and leave policies
Step 3: Add your policies
We recommend making a Confluence page that’s visually impactful with various backgrounds and buttons to highlight new content, updates, documents, and external links to your most important issues and policies.
Consider:
- Equal opportunities policy/anti-harassment: show compliance with the Quality Act, how to report harassment and promote an inclusive environment.
- Holiday procedure, including entitlement and rules/ procedures.
- Sickness absence procedures (self-certification rules and procedures).
- Health and safety information, both on compliance and how to create a safe working environment.
- IT policy for all devices, including Wi-Fi and personal use, loss, damage, or inappropriate use, password security, and business security.
- Social media policy (details of what is considered appropriate/inappropriate activity).
- Code of conduct and expectations for employee behaviour, covering attendance, communication, and dress code.
- Review and promotions procedure: explain the performance review process and criteria for raises and promotions, setting clear expectations.
- New hire and separation procedures: clarify onboarding and offboarding processes to avoid disputes and ensure a smooth transition.
This list is inconclusive, so speak to your advisors about what you need and don't make generic versions. Ensure that you customise each policy to your workplace.
Step 4: Complete with the finer details
Who are the team members behind the business? Who is connected to who, and where do new employees sit in the hierarchy? With all the legal stuff out the way and a warm intro, finishing your employee handbook with details of the people within the business is a great idea.
- Show departments, org charts and/or individuals.
- You can use Confluence Cards to showcase everyone across your organisation.
- Add a picture and a title for each person
- Ensure you have included essential information employees need to access quickly, such as office addresses, direct dials, and phone numbers.