AuditsCompliance-in-a-Box: The Startup Guide to Audit-Ready DocsSVSid Varma · 12 min readFor HR and People teams who own the handbook, the code of conduct and every people policy. Each one approved, sent to the teams it covers, and on record by person and by version.
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acknowledged version 7.0
The handbook is the start. HR keeps a whole set current, and each one reaches a different group of people.
Where the notices the law requires reach people. Its acknowledgment is your proof of delivery when a claim or a hearing asks.
One standard for everyone, and the document customers’ auditors sample first.
Local rules set what it says and how it is delivered, and it is your main defense when a complaint arrives.
Leave, sick pay and attendance rules, kept in step as each country and state changes them.
Rights follow the employee to where they live. A policy with local supplements, each sent to the people it covers.
Background checks, fair hiring and pay disclosure rules, current for every recruiter and hiring manager.
Wherever you operate, regulators, auditors and counsel ask the same question: which version did this person receive, and when.
2 CCR 11023, NY Labor Law 201-g
Many places expect a written policy given to every employee, with proof of receipt. California and New York spell out how, down to the language it is written in.
29 CFR 825.300(a)(3)
If you have a handbook, the general notice belongs in it. Otherwise it goes to each new employee at hire, and electronic distribution counts.
SOC 2, Trust Services Criteria CC1.1
When customers ask for your SOC 2 report, the auditor usually samples new hires and checks that each one acknowledged the code of conduct.
Wherever you employ people
Leave, working time, pay and conduct rules differ by country and by state. Each place gets its own supplement beside the company-wide handbook.
Your region’s laws, the standards your customers ask for, and your own house rules. Write each one as a policy, approve it, and send it to the people it covers.
Built for HR leads who show policy control to counsel, auditors and agencies, across every team and location.
Invite someone with their team and location tags, and their policies are waiting.
Local supplements reach the people in that country or state. Everyone gets the handbook.
Employees and other viewers are unlimited and free. You pay for the people who write.
A revised policy is approved, then everyone it covers is asked again, automatically.
Review dates remind the owner ahead of time. If nothing changed, the date simply moves.
Filter the record by date, person or policy and export a PDF or CSV.
Tag people by team and location. Each policy reaches only the people it covers, and a new hire’s are waiting when they arrive.
Open anyone’s record and show the version, the time and the statement they agreed to.
HR writes the policy. Others approve it, and everyone else reads it.
Add your general counsel or employment lawyer as an approval step. The policy waits for them before it goes out.
Add a second step for the chief executive. Up to four steps, each with its own approvers.
Bring the head of Finance in on the expense rules, or Sales on the commission policy, as approvers.
HR edits HR’s policies. IT, Finance and Safety edit theirs, side by side in one place.
Invite your HR consultant as an external user to draft and review with you.
Employees open what applies to them, acknowledge it, and get on with their day.
Counsel, auditors and agencies ask the same thing in different words: the current policy, and proof each person received it.
Export the record as a PDF or CSV, or let them open the document directly.
Need help writing the policies? Find a consultant for your standard.
No. They read, acknowledge and sign as viewers, free of charge.
Both are available. Choose for each policy when you send it. e-sign is an add-on on the Scale plan.
The new version is approved, then sent to everyone it applies to, who are asked again.
Yes. Add them as a one-time viewer and they open that document with a one-time code.
Only when a policy changes or expires. If nothing changed at review, the date moves and no one is asked again.
Yes. Each department edits its own policies, and tags decide who reads them.
Their completed acknowledgments stay on record.
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