EASY TO USE - no technical expertise required

Onboard, train, and analyze your team.

Handbook simplifies the automation and distribution of your employee educational materials, policies, procedures, and training content.

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Handbook policy and procedures

Build your own employee portal

Handbook simplifies employee onboarding, learning & SOPs, incidents, and compliance in one easy-to-use affordable platform.

🎯 Centralize all of your company SOPs

Handbook helps all types and sizes of organizations create, store, distribute and automate policies, procedures, and employee training. Our AI updates your documents and generates relevant test questions. You can also automate employee sign-offs and quizzes to ensure full understanding—saving you time with our user-friendly platform. Explore →

Policies & Procedures
Team Onboarding
Education Materials
SOP Library
Knowledge Base
Company Wiki
Employee Testing
Enforced Video View
Employee Incidents
Document Approvals
Ownership Roles
Unskippable Videos
Progress Reports
Revision & Audits
E-Signatures
Employee Sync
Emailed Reports
...and much more

"I still can't believe how easy this software is. It shows how unnecessarily complicated my old system was."

— Laura Jensen, HR Director

🎥 Add mandatory video training courses

You can easily embed your training videos into documents, enforce mandatory video viewing to ensure full engagement, and track key metrics like views, pauses, and skips to monitor employee interaction. Explore →

✍️ Setup tests and require signatures

Handbook automates policy sign-offs to reduce administrative work. With built-in approvals, external sharing, pre- and post-testing, we ensure employees understand the content. Now with AI to help you draft policies faster.

🚨 Document every employee issue

Handbook’s Employee Incidents feature allows you to easily track and manage incidents like accidents or policy violations. You can log incidents, attach files, record statements, and have supervisors digitally sign off for accountability. All incident data is stored securely and accessible for quick review.

🔄 Syncs with your payroll software

Handbook syncs with your existing payroll and HR systems to automatically update employee records, send reminders, and request sign-offs—saving time and minimizing administrative tasks. Once set up, it’s fully automated.

Handbook was simple to implement, and our team was using it effectively within hours.

— Peggy Barnes, Chief Operating Officer

🚀 We'll grow with you

Our platform grows with your needs, offering powerful features like Location Management, Approvals, External Sharing, Security Controls, Audit Logs, and other tools designed for larger organizations. Trust Handbook to support your success at every stage. Explore Handbook Enterprise →

Start in minutes, scale anytime

Try it free for 14 days — no matter the size of your team.

Essentials

$1

  • Unlimited Documents
  • Up to 1 Administrator
  • Document Ownership
  • Self-Service Onboarding
  • External Sharing
  • Basic Reports
  • Mobile Apps (Coming Soon)

Advanced Popular

$2.50

Essentials features plus:
  • AI Generate
  • AI Test
  • Basic Video Integration
  • Advanced Reports
  • Up to 3 Administrators
  • Up to 5 Tags
  • Additional Sharing Security
  • Payroll/HRIS Integrations
  • Unlimited E-Signatures
  • Test Taking
  • 2FA Authentication
  • Priority Support

Enterprise

$4 /month/user

Start your free trial →
Advanced features plus:
  • AI Recommend
  • Enforced Video Viewing
  • Advanced Video Analytics
  • Document Approvals
  • Employee Incidents
  • Location Management
  • Unlimited Administrators
  • Unlimited Tags
  • Audit Logs
  • Revision History
  • IP Masking
  • Enhanced Security Enforcement
  • SAML/SSO (Coming Soon)

Free Plan

Start using our product for free with basic features and support. Unlimited documents and up to 5 users.


Get Started →
Are you part of a large team?
Contact us for a custom quote, 1:1 onboarding and a personalized demo!

Introducing Handbook AI

Meet Your New AI Co-Pilot

Accelerate success with Handbook AI — your intelligent HR assistant, streamlining processes and driving results faster.

Quickly create tailored policies and documents with just a few clicks, saving time and ensuring consistency across your materials.

Try it →
AI Generated Policies
⚡️
Automatically generate quizzes based on your documents to ensure employee understanding, streamlining training and compliance.

Try it →
AI Generated Tests
✏️
Get tailored suggestions to improve clarity, structure, and quality, ensuring your content is polished and up-to-date.

Try it →
AI Policy Reviews
💡

Frequently asked questions

Yes, Handbook is designed to be simple, private, and intuitive, making it perfect for users who are new to this type of software. Our platform is tailored for small businesses to enterprise-level organizations, ensuring that it’s both easy to use and powerful. With our intuitive interface, you can quickly get started without any prior experience. Plus, we offer a variety of plans, including a free option, so you can try Handbook risk-free and see how it meets your training needs. Our customer support team is also available to assist you every step of the way.

AI Generate is a powerful tool that helps both new and existing businesses quickly create essential documents like policies, procedures, and employee handbooks with just a few clicks. For new businesses, AI Generate enables you to instantly draft foundational documents, such as workplace safety policies or employee codes of conduct, saving you valuable time during the startup phase. It also creates customized onboarding materials, complete with quizzes to ensure employees understand the policies.


For existing businesses, AI Generate streamlines the process of updating and revising policies, helping you stay aligned with the latest regulations or internal changes. While AI Generate provides a great starting point for creating documents, we recommend having them reviewed by a legal professional to ensure compliance with applicable laws. Whether you’re a growing business needing standardized procedures across departments or a company looking to stay current with evolving policies, AI Generate helps ensure your documents are clear, consistent, and up-to-date.


Need help with understanding how Handbook AI can help your business? Reach out to us at [email protected]

AI Test is an innovative tool that automatically generates relevant tests based on your documents. Once you create a policy, procedure, or training material, AI Test takes the entire document and analyzes it to create a customized quiz or assessment for your employees. This ensures that employees have fully read, understood, and retained the key information before they attest to or sign off on the document.


Unlike traditional methods, where you’d need to manually create questions and answers, AI Test streamlines this process by automatically generating relevant questions based on the content of your document. This saves time, increases accuracy, and ensures that your assessments are aligned with the actual material your employees are reviewing.


AI Test is ideal for businesses that need to verify employee understanding of important documents, such as safety procedures, compliance guidelines, or company policies. By integrating AI-generated tests with your document approval process, you can ensure employees are not only informed but also accountable for their knowledge. However, for legal documents or compliance-related materials, we recommend having the content reviewed by a professional to ensure full legal compliance.


Need help with understanding how Handbook AI can help your business? Reach out to us at [email protected]

AI Recommend is an invaluable tool for businesses and agencies looking to streamline the review and optimization of policies and procedures. By automatically analyzing your documents, AI Recommend ensures that your policies are clear, consistent, and up-to-date, helping you avoid common pitfalls like outdated language or inconsistent formatting. It can flag sections that need revision for compliance, helping businesses stay aligned with the latest legal and regulatory requirements.


Additionally, AI Recommend can identify areas where policies could be made more concise, improving clarity and reducing ambiguity. This is particularly useful for businesses or agencies that need to communicate complex guidelines to diverse teams. The AI can also suggest improvements to ensure that the language used is not only professional but also easily understood by all employees, fostering better adherence to company policies. By optimizing these key documents, businesses can save time on manual reviews, reduce errors, and enhance overall efficiency—ultimately supporting smoother operations and stronger compliance across the organization.


Need help with understanding how Handbook AI can help your business? Reach out to us at [email protected]

You can copy and paste your documents into Handbook no problem. If you're looking to import data from another platform, we're constantly working on new integrations. Feel free to reach out and we can discuss options.

Billing for Handbook is based per user. Our pricing plans are designed to be flexible and scalable, allowing you to pay only for the number of users you have. This way, you can easily manage costs as your team grows or changes. You can choose from our Free, Essentials, Advanced, or Enterprise plans based on the features and number of users that best meet your needs.

Using tags in a handbook enhances navigation and organization by allowing users to quickly find related content through categorized keywords. This not only improves the overall usability and user experience but also makes the handbook easier to manage and update. Additionally, tags enable more efficient and refined search functionality, ensuring that users can swiftly locate the information they need.

Credit card and debit card are the supported payment methods. We cannot accept payments by wire transfer, invoicing or cryptocurrency unfortunately.

You will be asked to either upgrade your plan or to deleted unnecessary items that may be cluttering up your Handbook.

Our payment processor Stripe will calculate a pro-rated amount which reflects the amount you have paid on your previous subscription and the amount of time until that subscription was supposed to expire.

Yes, you can set up quizzes or tests for your employees with Handbook. This feature is available in our Advanced and Enterprise plans. You can create customized tests to assess your employees' understanding of the training materials. This helps ensure that the training is effective and that employees are retaining the information. Additionally, our platform supports acknowledgements, so you can track who has completed the quizzes and understood the content. You can also choose to allow Handbook to generate relevant test questions for you using AI.

Yes, you can sync employees from an external system with Handbook. Our Advanced and Enterprise plans offer integrations with payroll systems, which allow for seamless syncing of employee data. This ensures that your employee information is always up-to-date without manual data entry, saving you time and reducing the risk of errors. For more specific integration needs, please contact our support team, and we'll be happy to assist you.

Yes, you can require staff to electronically sign off on documents using Handbook, which we call Acknowledgements. This feature is available starting from the Advanced plan and above. It allows you to upload documents and enable acknowledgements, where employees must electronically sign off to confirm that they have read and understood the document. This helps ensure compliance, accountability, and clear communication within your organization. All plans come with unlimited e-signatures.

Yes, you can require Two-Factor Authentication (2FA) for added security of your data with Handbook. This feature is available starting from the Enterprise plan. MFA Enforcement adds an extra layer of protection by requiring users to verify their identity with a second factor, such as a code sent to their mobile device, in addition to their password. This helps enhance the security of your Handbook account and ensures that only authorized personnel can access sensitive information.

Yes, you can restrict access to Handbook so that staff can only use it while they are at work. This can be achieved through various security features and configurations available in Handbook, such as IP masking and IP restrictions, which are available in the Enterprise plan.

Yes we have a limited free plan for startup companies looking to streamline and centralize their standard operations procedures and materials! It's perfect if you have a simple handbook that you want all employees to have access to.

Why switch to Handbook?

Learn why people are switching to Handbook — it's incredibly easy to use, with no training required, and simplifies policy management from day one.

User-Friendly and Intuitive
Handbook’s interface is designed to be straightforward, requiring no technical expertise, so your team can jump in and get started immediately.
Effortless Content Management
Upload, organize, and search for policies and training materials with ease, ensuring everything is quickly accessible and well-organized.
Seamless Workflow Integration
Integrate Handbook smoothly with your existing tools, eliminating data silos and ensuring a consistent flow of information across your organization.
All-in-One Functionality
With features like e-signatures, test creation, and advanced reporting, Handbook offers everything you need in a single, unified platform.
Robust Security Features
Keep your data safe with enterprise-grade encryption, two-factor authentication, and customizable access controls, ensuring your sensitive information is always protected. Learn more about security.
Scalable for Growth
Whether you're a small team or a large enterprise, Handbook grows with you, offering the flexibility to meet your evolving needs without missing a beat.
Always Up-to-Date
Handbook continually evolves, adding new features and improvements to keep your policy management process efficient and future-proof.
Significant Time Savings
Handbook streamlines employee training and compliance, reducing administrative workload and saving your team valuable time each day.

Ready to try Handbook?
Start your free trial today.

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