Handbook System Configuration

Within the Handbook System Configuration, you can define the default information that any policies and templates can be created against.

Policy Types

Specify the policy types that are available to your employees:

Policy Categories

Specify which policy categories are available within your company:

User Defined Category Label

Category Options

Specify which category options are available when creating a new policy:

Handbook Labels

You can update the terminology for the sent labels under the Handbook System Configuration.  For example, changing 'Not Sent' to 'Not Issued' etc.

Version Increments

With version increments, you can specify how the policy version increments should be assigned.