Overview
Once you have reviewed templates and created any edited versions you need, you can build and publish the Staff Handbook. This involves:
Selecting which policies to include
Publishing the handbook with a clear name
Confirming the contents via a PDF view
Step 1: Select policies for the handbook
In Handbooks, find the list of policies (templates and your edited versions).
For each policy you want to include:
Click it to add it to the Selected Policies list.
Check the Selected Policies list to confirm:
You have included all required policies
You are using the correct versions (especially your orange edited versions)
Step 2: Publish the handbook
When your Selected Policies list is complete, click Publish Handbook.
Enter a name for the handbook, for example:
“Staff Handbook 2026 – UK Office”
“Retail Staff Handbook – Version 1.2”
Click Save or Publish (depending on your interface).
The new handbook will appear in your list of handbooks.
Step 3: Check the published PDF
In the list of handbooks, find the handbook you just published.
Click to view it as a PDF.
Review the PDF to confirm:
The contents page lists all the policies you included
The policies appear in the correct order
The text matches your latest edits
If you spot an issue, you can:
Go back to the relevant policy
Edit and re‑publish the handbook as needed
Tip:
Use a clear naming convention (for example, include a date or version number) so you can easily distinguish older and newer handbooks.