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Developing An Employee Handbook
That Your Employees Will Read
8 October 2013
13.45 – 14.30
LEARNING OUTCOMES
• Differentiate between handbook, policy
and employee contract
• Need for an employee handbook
• Create an employee Handbook
• Tips for writing and seeking approval
• How to launch the handbook
• Managing an employee handbook
What fits in where?

Contract

Policy – ‘What to’

•Primary and binding
Document
•Mutually Agreed and
modified
•Rights and Obligations
by Law i.e. working
conditions
•States compensation,
Entitlements and
benefits

•Formal statement of a
principle or rule Codified Decisions
•Addresses what’s
important to
organization's mission
or operations.
•Articulates
expectations
•Legal Compliance

Procedure – ‘How
to’
•Complements a policy
•Tells the organization
how to carry out a
policy
•Facilitates
implementation of a
policy.

Employee
Handbook- where
to?
•A comprehensive
source for
understanding the
practices of the
organization
•Summary of applicable
policies and procedures
•General information
What is it?

Employee Handbook
• Statement of policies
• Reliable guide & source of information
• How business is conducted
• Accessible and applicable to all employees
• Clarifies behavioral expectations by all stakeholders
• Can support an employee agreement pack
Why do we need it?
Set
Expectations

Legal
Compliance

• Predictability of outcome
• Supportiveness as an employer
• Consistency
• Areas if flexibility
• Holds employee accountable

• No legal requirement but good to manage risk
• Clarify application of law
• Protects from Lawsuits and labour disputes
• Clarify Employee rights and obligations
• Fair and transparent disciplinary
Contd- Why do we need it? -

Support
Culture

• Reliable communication tool
• Sets and promotes cultural tone
• Useful for orienting employees
• Documents Practices
• Provides fairness, transparency and clarity
• Useful retention tool

HR
Benefits

• Minimise exceptions and deviations
• Saves management time spent on clarifying expectations
• Eliminates common misunderstandings
• Employees independently find answers, supporting
confidentiality
What should be in it?

Should Include
• Introductions
• Relevant Policy Statements
• Employee Behavioural Policies
• Employee Compensation & Benefit Policies
• Leaves and Absences
• Performance Management
• Employee Acknowledgement
• Company Disclaimer- Reserve the right to revise
Handbook gone wrong?

Be warned
• Who writes the handbook? – pref HR or
lawyer
• Is it legally compliant?
• Don’t let it be outdated
• Employee Behavioural Policies- Social
Networking
• Don’t forget to roll out with a bang
How to write it?
Tips for
Writing a
handbook

Designate a person
Create a table of contents and seek approval
Write in a less formal style and keep it positive
Keep to the timeline
Relevant policies summarized with key reference and access points
Understand contribution from other stakeholders
Let legal statements be reviewed or written by legal
Avoid jargons, specific words, vague words, acronyms, short forms, contact names
Keep a wiggle room
Will they read it?
Tips for
keeping it
interesting

First person – instead of third person
Keep it positive – Highlight purpose
Make it visual and appealing
Use an accessible platform – intranet
Use mutually beneficial statements
Good judgment policy
How to seek approval?
Establish a need for a handbook
Tips for
Approval
Begin with Proposal -Seek commitment,
support and willingness prior to preparation
Issue Draft level in stages
Apply company process for approvals
Legal approval is advised
How to communicate it?
Tips for
launching
a
handbook

Seek senior management champions
Create anticipation- early promos, watch this space, etc
Size of the company will determine best approach
What are the formal/ informal meetings in place?- Townhalls, Breakfasts, etc
Hard Copy Vs Electronic Copy or both?- select a suitable and accessible medium
Prepare a presentation with key highlights – noteworthy and exciting
Avoid large distribution channels- email, broadcast, etc
An FAQ Document may come in handy?
At the end- collect the acknowledgement statements
Follow-up on success- reinforcement
How to Manage it?
Tips for
managing
a
handbook

Designate a person, focal point or a communication mailbox
Accumulate the queries
New Handbook- may need a few quick fixes
Set a regular review- every 2 years/growth dependent/law
Supporting document Changes
Addendums
Transformation or Significant Change- may need a full review
and re-launch
Developing An Employee Handbook That Your Employees Will Read, Elrona D'Souza
Developing An Employee Handbook That Your Employees Will Read, Elrona D'Souza

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Developing An Employee Handbook That Your Employees Will Read, Elrona D'Souza

  • 1. Developing An Employee Handbook That Your Employees Will Read 8 October 2013 13.45 – 14.30
  • 2.
  • 3. LEARNING OUTCOMES • Differentiate between handbook, policy and employee contract • Need for an employee handbook • Create an employee Handbook • Tips for writing and seeking approval • How to launch the handbook • Managing an employee handbook
  • 4. What fits in where? Contract Policy – ‘What to’ •Primary and binding Document •Mutually Agreed and modified •Rights and Obligations by Law i.e. working conditions •States compensation, Entitlements and benefits •Formal statement of a principle or rule Codified Decisions •Addresses what’s important to organization's mission or operations. •Articulates expectations •Legal Compliance Procedure – ‘How to’ •Complements a policy •Tells the organization how to carry out a policy •Facilitates implementation of a policy. Employee Handbook- where to? •A comprehensive source for understanding the practices of the organization •Summary of applicable policies and procedures •General information
  • 5. What is it? Employee Handbook • Statement of policies • Reliable guide & source of information • How business is conducted • Accessible and applicable to all employees • Clarifies behavioral expectations by all stakeholders • Can support an employee agreement pack
  • 6. Why do we need it? Set Expectations Legal Compliance • Predictability of outcome • Supportiveness as an employer • Consistency • Areas if flexibility • Holds employee accountable • No legal requirement but good to manage risk • Clarify application of law • Protects from Lawsuits and labour disputes • Clarify Employee rights and obligations • Fair and transparent disciplinary
  • 7. Contd- Why do we need it? - Support Culture • Reliable communication tool • Sets and promotes cultural tone • Useful for orienting employees • Documents Practices • Provides fairness, transparency and clarity • Useful retention tool HR Benefits • Minimise exceptions and deviations • Saves management time spent on clarifying expectations • Eliminates common misunderstandings • Employees independently find answers, supporting confidentiality
  • 8. What should be in it? Should Include • Introductions • Relevant Policy Statements • Employee Behavioural Policies • Employee Compensation & Benefit Policies • Leaves and Absences • Performance Management • Employee Acknowledgement • Company Disclaimer- Reserve the right to revise
  • 9. Handbook gone wrong? Be warned • Who writes the handbook? – pref HR or lawyer • Is it legally compliant? • Don’t let it be outdated • Employee Behavioural Policies- Social Networking • Don’t forget to roll out with a bang
  • 10. How to write it? Tips for Writing a handbook Designate a person Create a table of contents and seek approval Write in a less formal style and keep it positive Keep to the timeline Relevant policies summarized with key reference and access points Understand contribution from other stakeholders Let legal statements be reviewed or written by legal Avoid jargons, specific words, vague words, acronyms, short forms, contact names Keep a wiggle room
  • 11. Will they read it? Tips for keeping it interesting First person – instead of third person Keep it positive – Highlight purpose Make it visual and appealing Use an accessible platform – intranet Use mutually beneficial statements Good judgment policy
  • 12. How to seek approval? Establish a need for a handbook Tips for Approval Begin with Proposal -Seek commitment, support and willingness prior to preparation Issue Draft level in stages Apply company process for approvals Legal approval is advised
  • 13. How to communicate it? Tips for launching a handbook Seek senior management champions Create anticipation- early promos, watch this space, etc Size of the company will determine best approach What are the formal/ informal meetings in place?- Townhalls, Breakfasts, etc Hard Copy Vs Electronic Copy or both?- select a suitable and accessible medium Prepare a presentation with key highlights – noteworthy and exciting Avoid large distribution channels- email, broadcast, etc An FAQ Document may come in handy? At the end- collect the acknowledgement statements Follow-up on success- reinforcement
  • 14. How to Manage it? Tips for managing a handbook Designate a person, focal point or a communication mailbox Accumulate the queries New Handbook- may need a few quick fixes Set a regular review- every 2 years/growth dependent/law Supporting document Changes Addendums Transformation or Significant Change- may need a full review and re-launch