HR & L&D
Help employees ramp faster
and perform with confidence
- 4.8/5 on G2
- SOC 2 certified
Deliver onboarding employees actually retain
Give new hires clear, structured guidance that helps them become productive faster without overwhelming them during their first weeks.
Turn process documentation into scalable training
Training works best when it reflects how work actually gets done. Turn real workflows and operational processes into practical training employees can immediately apply in their day-to-day work.
Verify understanding and improve retention
Reinforce learning and verify understanding with quizzes automatically generated from your documentation and training materials.
Track training across the organization
Ensure every employee receives the same high-quality onboarding and training experience across every manager, team, and location while giving leaders clear visibility into progress.
The leading standard operating procedure software
Document the way work gets done and turn it into training flows your team actually completes.
Create onboarding and training that actually scales
Training material lives in the same system as the SOPs it teaches, so updates ripple through onboarding the moment the work changes. Consistency holds whether you’re adding five new hires this month or fifty.
- Whale turns the SOPs your team already has into structured training flows. Operational documentation pulls double duty as curriculum.
- Build training flows once per role and assign them at the moment of hire. New hires move through the sequence built for their job and only that job.
- Alice, Whale’s AI assistant, generates quiz questions from your training material and tracks who answered what. You see retention by topic across the team.
- See exactly which training flow someone is in and where they got stuck. Every new hire’s training status lives in one view your team can read.
- Alice answers your team’s process questions in plain language and links the source SOP. People find the right doc by asking, the way they’d ask a colleague.
Rated on G2
Why teams choose Whale
Rated ‘Best support’
Better support
Expect quick answers on your questions, top notch coaching sessions and help with migrating your existing documentation to Whale.
Rated ‘Easiest to use’
Easier to use
Clients switch from other providers to Whale mostly because of our more user-friendly environment, making it easy for any team member to document, train or get trained.
Rated ‘High performer’
Higher performance
We understand that documenting processes takes work. Everything we provide in and around our platform is aimed at making the heavy lifting lighter, and shortening the time to value.
In their own words
Loved for its overall simplicity and support
“Exceptional Tool for Business Knowledge”
Whale is excellent to document and organize business knowledge. Their AI makes it even easier!
Lyndon S.Small-Business (0-50 emp.) “Whale Keeps Work Organized and Teams Confident”
Whale unifies documentation, training, and reviews in one ecosystem.
Verified User in AccountingMid-Market (51-1000 emp.) “Screen Recorder Transformed Our Productivity”
All features are excellent, but the Screen Recorder has boosted productivity for our company.
Andres A.Enterprise (> 1000 emp.) “User-Friendly Platform with Great Features”
Whale is very user-friendly. "Alice" has been a game changer, makes finding information effortless.
Martha Y.Mid-Market (51-1000 emp.) “Intuitive, fresh and easy!”
Whale's clean layout makes building and navigating SOPs a breeze.
Harley B.Small-Business (0-50 emp.) “Productivity Unleashed!”
Managing and write SOP versions, assign them, track progress through a dashboard, and automate revision tracking.
Verified User in FarmingMid-Market (51-1000 emp.) “My company utilizes Whale for our SOP’s and FAQ’s.”
Everything is very easy to locate and the search bar is my favorite feature. When I need a quick answer I turn to Whale to find what I am looking for.
Georgia R.Mid-Market (51-1000 emp.) “Whale Streamlined Our Processes and Boosted Team Onboarding”
Whale transformed how we manage internal processes. Documenting SOPs is fast and we can build and share training materials in minutes, making onboarding significantly more efficient.
Fábio B.Enterprise (> 1000 emp.) “Whale Keeps Department Training Organized with Boards, Libraries, and Playbooks”
Boards, Libraries, and Playbooks keep training organized by department, so you can generate videos, SOPs, quizzes, and more for each topic.
Ketan T.Mid-Market (51-1000 emp.) “Streamlines Documentation with Ease”
I use Whale for company handbooks, regulations, how-to's, and manuals, all on one platform. The step-by-step screen recorder auto-captures screenshots and saves me about an hour per guide.
Anouk V.Mid-Market (51-1000 emp.) “Effortlessly Streamlines Team Training with Solid Support”
Whale supports training my merchandising teams with AI and video features that break down training step by step. Creating training flows is easy, and quizzes ensure the material lands.
Shelley F.Mid-Market (51-1000 emp.) “Effortless SOP Management with Stellar AI Search”
Whale centralizes all our SOPs with standard formatting and makes them easy to find, especially with the fast AI search across thousands of documents.
Jitender T.Small-Business (50 or fewer emp.)
Use cases
Empower your team for every operational challenge
Document processes & SOPsTurn tribal knowledge into clear, versioned procedures your whole team can follow.
Train AI AgentsTrigger the right training and tasks automatically when key events happen on your team.
Onboard & train your teamRamp new hires in days, not weeks, with guided training tracks and built-in verification.
Roll out new softwareDrive adoption of every new tool with step-by-step guides that meet people in the flow of work.
Centralize your knowledgeOne searchable source of truth, so answers live in Whale instead of someone’s inbox.
Ensure complianceTrack who has read and understood every policy, with audit-ready records on demand.
Integrations
Whale works where you do.
Don’t change your workflow. Whale integrates with the tools your team already uses, providing answers exactly when they’re needed.
See our Integrations
Frequently asked questions
01How do HR and L&D teams use Whale?
Turn the SOPs your team already has into structured training flows and assign them by role at the moment of hire. Alice, Whale’s AI assistant, generates quizzes from your material to check understanding, and every new hire’s progress lives in one view.
02We already have an LMS. Where does Whale fit?
Whale handles the operational training layer (how work actually gets done day-to-day) while your LMS keeps running annual compliance courses. Many of our customers run both. Training flows, quizzes, and analytics live right next to the SOPs people reference at work, which is where on-the-job learning sticks.
03Our managers each train new hires their own way. How do we fix that?
A Training flow assigned by role gives every new hire the same path with the same SOPs, quizzes, completion checks, and acknowledgements. Managers stop teaching from memory and start coaching against a shared playbook.
04Can we check that new hires actually understood their training?
Yes. Alice, Whale’s AI assistant, generates quiz questions from your training material and tracks who answered what, so you see retention by topic across the team.
05What happens to training when a process changes?
Training material lives in the same system as the SOPs it teaches, so an update reaches onboarding the moment the work changes. Consistency holds whether you add five new hires this month or fifty.
06How long does it take to get our existing HR documents into Whale?
Import your existing handbooks, policies and PDFs, and Alice, Whale’s AI assistant, organizes and structures them into SOPs. For the processes that were never written down, Step Recorder captures the workflow as you click through it once and turns it into a documented procedure.