Like this video explanation? Watch more on the Getting Started playlist.

Manuals are the containers for work Procedures.

Once you've created an Organization, your next step will be to create a Manual. Then you can start creating Procedures, storing them in the Manual, and assigning them to employees. Read more about Manuals.

How to create a Manual:

1. Press the Create Manual button.

2. Follow the prompts and fill in the field with a descriptive name for your Manual. Your Manual name should indicate the types of Procedures your Manual will contain, like the Manual names under the Library heading in the screenshots above and below: Communications, Human Resources, Annual Reviews, Compensation, Onboarding, etc. 

3. Group related Procedures into Manual. This step is not mandatory but can be helpful in keeping all your Procedures organized and quickly accessible. 

Related Articles


Add Members to a Manual

Change Roles of Manual Members

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