How-To Guide

• Creating your handbook using the wizard
• Creating your handbook manually
• Duplicate an existing handbook
• Add a policy
• Edit an existing policy
• Creating a custom policy
• Rename a policy
• Delete a policy
• Reorder policies and sections
• Required policy updates
• Create a section
• Rename a section
• Delete a section
• Rename a handbook
• Rename your company
• Updating fonts and headings
• Add a logo to the cover page
• Logo troubleshooting
• Export a handbook
• Export troubleshooting
• Delete a handbook
• Renew a handbook

Creating your handbook using the wizard

1. From the homepage, select Create Handbook.
2. Select Create Handbook Using the Wizard (recommended).
3. Review "About the Handbook Wizard" and select Next.
4. Create a name for your handbook.
5. Input and confirm the company name.
6. Select Create.
7. Follow along and answer the Wizard questions.
   • Please read and answer each question carefully, as your answers should be relevant to your company's policies and procedures.
   • The progress bar displays your handbook completion percentage as you advance through the Wizard interview questions.
   • The explanations text shown to the right of the interview question provides additional information about the policy question you are answering.
   • If you think you have answered a question incorrectly and continue to the next question, you can select the Back button to return to the previous question.
   • If you select Exit & Save, the system will save your progress and navigate back to the Employee Handbook Creator Home screen.
   • Once the system finishes building your handbook, you will have the option to print a list of your selected options before selecting Continue.
     Please note: This list cannot be accessed after you select Continue (neither by you nor by CalChamber).
   • The system will then navigate to the About Your Handbook page where you can make edits to your handbook or export it to a secure location on your computer.

Creating your handbook manually

1. From the homepage, select Create Handbook.
2. Select Create Handbook Without Using the Wizard (manual).
3. Select Next.
4. Create a name for your handbook.
5. Input and confirm the company name.
6. Select Create.
7. The system will then navigate to the About Your Handbook page where you can make edits to your handbook using the directions in the following sections.

Duplicate an existing handbook

You must have an unused handbook in the same language to duplicate an existing handbook. A handbook must be completed before it can be duplicated.

1. From the homepage, select Create Handbook.
2. Select Duplicate Handbook.
3. Choose handbook to duplicate from the drop-down menu.
   * A handbook must be completed before it can be duplicated.
4. Select Next.
5. Create a name for your handbook.
6. Input and confirm the company name.
7. Select Create.
8. The system will then navigate to the About Your Handbook page where you can make edits to your handbook using the directions in the following sections.

Add a policy

1. Click on the name of the handbook to which you want to add a policy.
2. Change filter desired option: All Policies, All Mandatory Policies, etc.
3. Select the policy you want to add.
   * if the policy is already in your handbook, there will be a green checkmark to the left of the policy name.
4. Select Policy (above the policy name on right).
5. Depending on the state of the policy, the import link will be one of the following:
   • Import this Policy
   • Import a Copy
   • Import an Updated Copy
   * If applicable, the system will launch wizard questions.
6. The policy will be added to handbook.

Any modifications or customizations of policies should be carefully reviewed to ensure that the policies comply with applicable laws.

Edit an existing policy

1. Click on the name of the handbook you want to edit or change.
2. Select the policy you want to edit.
3. Use the editing tool to make your changes.
   * If you're inserting text from an external source into your policy, make sure to highlight the text after pasting and use the Clean Formatting option in the editor's toolbar.
4. When you have finished your edits, click the  Save  button.
5. Your policy is now updated, and your handbook is ready to be exported by following the Export a handbook steps.

Any modifications or customizations of policies should be carefully reviewed to ensure that the policies comply with applicable laws.

Creating a custom policy

1. Click on the name of the handbook in which you want to add a custom policy.
2. Select the section in which you want to create the new policy.
   *You can also change the section by selecting from the drop-down menu after selecting Create Your Own Policy.
3. Select Handbook [above the policy name on right].
4. Select Create Your Own Policy.
5. Create and confirm the policy name.
6. Select Create.
7. Select the new policy [on the left] and a blank policy page will appear.
8. Type in content for new policy.
   * If you're inserting text from an external source into your policy, make sure to highlight the text after pasting and use the Clean Formatting option in the editor's toolbar.
9. When you have finished your edits, click the Save button.
10. After you have completed the process, you can reorder the policies by following the Reorder policies and sections steps.

Rename a policy

1. Click on the name of the handbook in which you want to rename a policy.
2. Select the policy you want to rename.
3. Select Policy [above the policy name on right].
4. Select Rename Policy.
5. Type in the new name over the old name in the Name field.
6. Select Update.

Delete a policy

1. Click on the name of the handbook in which you want to delete a policy.
2. Select the policy you want to delete.
3. Select Policy [above the policy name on right].
4. Select Delete Policy.
5. Select Delete.

Reorder policies and sections

1. Click on the name of the handbook you want to reorder.
2. Select Handbook [above the policy name on right].
3. Select Reorder Sections and Policies.
4. Use the arrows on the right to move the item to the desired location.
5. Select Save.

Required policy updates

To review all policy updates, please refer to the Employee Handbook Creator homepage. Archived policy updates can be found on the Archived Policy Updates page.

1. Click on the name of the handbook in which you want to update.
2. Change filter drop-down to Updated Policies.
   * If you did not originally add a particular policy to your handbook, it will not show up as part of the New Policy Updates. If you now wish to add the policy, follow the Add a policy steps.
3. Click on the policy you would like to update, and the policy text with new updates will appear to the right.
4. Select Policy [above the policy name on right].
5. Select Import an Updated Copy.
   * If applicable, the system will launch wizard questions to complete.
6. Change your filter drop-down to My Policies.
   *The updated policy will be added at the bottom of the appropriate section
7. Select the old policy, which will be highlighted in yellow.
   * If you had customizations in the old policy, you will want to make those changes in the new policy by following the Edit an existing policy steps.
8. Select Policy [above the policy name on right].
9. Select Delete Policy.
10. Select Delete.

Repeat this action for any other updated policies.

Create a section

1. Click on the name of the handbook in which you want to create a section.
2. Select Handbook [above the policy name on right].
3. Select Create Your Own Section.
4. Type in the name of the new section.
5. Select Create.
6. The new section will appear at the bottom of your list of sections.

Rename a section

1. Click on the name of the handbook you want edit or change.
2. Select the section you want to rename.
3. Select Section [above the policy name on right].
4. Select Rename Section.
5. Type over the previous section name with the new name.
6. Select Update.

Delete a section

You will have to delete or move all of the policies in a section first to complete this task. To delete a policy, follow the Delete a policy steps. To move a policy, follow the Reorder policies and sections steps.

1. Click on the name of the handbook you want to rename.
2. Select the section in which you want to delete.
3. Select Section [above the policy name on right].
4. Select Delete Section.
5. Select Delete.

Rename a handbook

1. Click on the name of the handbook in which you want to make additions or changes.
2. Select Handbook [above the policy name on right].
3. Select Edit Handbook Settings.
4. Under "General Settings", type over the old handbook name with the new name.
5. Select Save.

Rename your company

If your company's name changes and you want to reflect that change in your current handbook, please contact Customer Service at (800) 331-8877 or email us at Customer.Service@CalChamber.com.

Account Managers are available to assist:

• Monday through Thursday from 8 a.m. to 5 p.m. PT ; and
• Friday from 8 a.m. to 4 p.m. PT.

* We are closed for lunch daily from 12 p.m. to 1 p.m. PT.

A copy of your W-9 may be required. Approval is not guaranteed, and directions will be sent once approved. Please allow up to two business days for your request to be processed.

Updating fonts and headings

1. Click on the name of the handbook in which you want to update fonts and headings.
2. Select Handbook [above the policy name on right].
3. Select Edit Handbook Settings.
4. Under "Font Settings", modify drop-downs to match your preferences.
5. Select Save.

Add a logo to the cover page

1. Click on the name of the handbook in which you want to add your logo.
2. Select Handbook [above the policy name on right].
3. Select Manage Company Logo.
4. Select Choose File and select an image file from your computer. The file must match the following requirements:
   • .gif, .jpg, or .png file format
   • 80 KB or less
   • 500px wide or less
   • 400px high or less
5. Select Upload.
6. The system will return to the About Your Handbook section, and the logo should now appear on your handbook's cover page.

Logo troubleshooting

Logo not showing up when exporting

It's likely the logo was pasted into the cover page vs. following the steps to Add a logo to the cover page.

1. To verify, select Handbook [above the policy name on right].
2. Select Edit Handbook Settings.
3. If no logo is located under the "Manage Company Logo" section, then it was added incorrectly to the Cover Page.
4. Navigate back to the handbook Cover Page.
5. Select the image and delete.
6. Follow the steps to Add a logo to the cover page.

If you are still experiencing issues with the logo not showing up, please delete the cover page by following the Delete a policy steps, and re-add it by following the Add a policy steps.

Logo won't upload

The most common reason is because the file isn’t meeting our system's requirements.

Find the file on your computer and right-click to verify the follow requirements:

• .gif, .jpg, or .png file format
• 80 KB or less
• 500px wide or less
• 400px high or less

File size is too large

1. Open and select the photo options or settings (this will vary depending on the program but will typically be three dots or a gear icon.)
2. Select resize image or compress image.
3. From the pop-up, select the option for customizing your dimensions.
4. This should prompt you to save it as a copy.
5. Confirm the properties of the new file match our requirements above and follow the steps to Add a logo to the cover page.

File is not the correct type

1. Open the file and save as.
2. From the pop-up window change the save as type to one of the acceptable formats (.gif, .jpg, or .png).
3. Follow the steps to Add a logo to the cover page.

Export a handbook

1. Click on the name of the handbook you want to export.
2. Select Handbook [above the policy name on right].
3. Select Export Handbook.
4. Choose the file type you want to download.
5. Select Export.
6. It may take a few moments, but the handbook will automatically download to your computer so that you can open and save it to a secure location.

Export troubleshooting

Page numbers not showing when exported to Microsoft® Word

1. In Microsoft® Word, right-click anywhere on the table of contents.
2. The system will display a menu with options. From this menu, select Update Field.
3. Select Update all Fields.
4. The system will update the table of contents with page numbers.

There are too many pages and blank spaces

1. Most likely cause: the top two boxes were checked when exporting.
2. Export handbook again and ensure these two options are not selected:
   • Insert Page Break per Policy
   • Create Divider Page for each Section

Delete a handbook

Once you have deleted a handbook it cannot be recovered. The handbook you deleted will be gone, but a blank handbook will appear on the Your Handbooks page.

1. Click on the name of the handbook you want to delete.
2. Select Handbook [above the policy name on right].
3. Select Delete Handbook.
4. Select Delete.
5. Confirm you want to delete.

Renew a handbook

1. Select either Expires Soon, Renew or if "inactive", select Renew Now.
2. Provide required details.
3. Select Submit.
4. The new expiration date should be reflected on the home page.

Please allow up to two hours for your handbook to be renewed. If it has been longer than two hours, try logging out and back into Employee Handbook Creator. If your handbook continues to show as needing a renewal, please contact CalChamber Customer Service at (800) 331-8877.