Craft an employee handbook that fosters unity

Leverage AI to create engaging standard operating procedures that are easy to update, assign, and act as training manuals to align your team with how your company does things.

A screenshot of an email from "CEO Welcome" at Acme, featuring a man talking in front of a whiteboard, highlighting the importance of onboarding.

Helping thousands of teams systemize and scale

Challenge

Relying on an old binder in the back of a drawer somewhere?

Illustration of an open book with blue-tinted pages containing wavy lines, suggesting text. The book appears to be animated and stylized, perfect for visualizing employee training materials or process documentation.

Keeping your policies and employee handbook in an old binder is a surefire way for information to get outdated and ignored. If employees can’t easily access the latest updates, they might miss out on important details and cause misalignment with your company culture.

Solution

Create and share a modern and digital handbook with Whale

Share your story

Sharing your company’s story, mission, and values helps everyone see how their work fits into the bigger picture. Use video, images and more to share a compelling vision and build a strong, united team.

A computer screen displaying a document titled "Our core values" with an icon menu to the right. Below the title, there is a hexagon-shaped graphic divided into segments, each labeled with a different core value - perfect for onboarding and employee training.

Answering “Who is Who” has never been easier

An org chart with mapped responsibilities makes it super clear who’s responsible for what and helps everyone understand their duties. And with profile cards, see who holds what training badges – all inside of Whale.

Close-up of a profile card for Don Draper, Creative Director, showcasing his name, contact info, responsibilities, and department against a blurred background featuring an onboarding flowchart.

Set clear expectations from day 1

Make work life clearer with policies that cultivate a fair and happy workplace. Ensure accountability by having all your team members acknowledge and confirm they’ve read all your important information.

Features

Simple yet powerful tools for creating an employee handbook

Policy Templates

Create new policies by modifying over 120+ pre-built templates that save time, reduce effort, and ensure best practices

Org Chart

Capture easy-to-digest information using text, videos, GIFs, images and much more

Assignments

Capture easy-to-digest information using text, videos, GIFs, images and much more

Rich Editor

Capture easy-to-digest information using text, videos, GIFs, images and much more

Features that get this done

Training Flows

Build the onboarding path once. Assign it to every new hire.

Sequence playbooks, videos, and quizzes into a structured training path. Assign by role or group, track completion, and let Alice, Whale’s AI assistant, answer questions along the way.

Read Assignments

Assign the exact card, playbook, or guide. See who has read it.

Send any card, playbook, or guide to a person, a role, or a user group with a due date. Whale delivers it to their inbox, nudges on the due date, and tracks completion per step in a live dashboard.

AI-Generated Quizzes

Turn any SOP into a quiz in one click

Alice, Whale’s AI assistant, reads your SOP and writes the quiz questions. Review, edit, attach to a training flow, and see who passed. No question-writing required.

Custom Badges

Reward training with badges your team can see

Custom Badges award employees when they finish a training flow or pass a quiz. Each badge sits on the employee profile and in the org chart, so the whole team sees who is trained on what.

PDF and Word Import

Turn years of PDFs and Word docs into structured SOPs

Upload your existing Word files, PDFs, and PowerPoints. Alice, Whale’s AI assistant, parses each document and returns a structured SOP with headings, sections, and steps intact.

Analytics & Reporting

See what your team uses, what they skip, and who needs help

Whale tracks every view, assignment, quiz, and search across your workspace. You get a live picture of adoption, training progress, and content gaps in one place.

The leading standard operating procedure software

G2 badge for Whale: Easiest to Use, Training Management Systems, Small Business
G2 badge for Whale: High Performer, Onboarding
G2 badge for Whale: Users Most Likely to Recommend, Standard Operating Procedures, Mid-Market

The people have spoken

And they love Whale! With an average score of 4.8 out of 5, Whale consistently scores high for ease of use, support and overall functionalities.

A man wearing a gray baseball cap and a dark shirt stands before a blurred blue backdrop, perhaps ready for an onboarding session.

Whale has completely changed the way we work. Now we have a policy and procedure for 80% of the business, which eliminates most errors.

Josh Ferguson, CEO

Spartan Plumbing 

A man in a suit smiling in front of a tree during his SOP training.

The return I have is peace of mind knowing that the team has gone through these channels and everyone is hearing the exact same thing and we’ve communicated properly to the team.

Ben Chenault, Senior Vice President

Fairway Independent Mortgage 

Liz Sanley Avior Wealth

Often when people get trained they take paper notes which get lost and it’s difficult to access the information at a later stage. Whale made this easy!

Liz Stanley, Operations Manager

Avior Wealth 

Never stare at a blank page again. Start from a template

🌴 Paid Time off (PTO) policy template

Use this policy template to ensure employees have a structured way to take time off for rest, relaxation, or personal needs.

👷 Dress Code policy Template

Use this policy template to outline how employees are expected to present themselves at work, ensuring a professional and respectful environment.

💻 Cyber Security policy template

Use this policy template to safeguard your data and technology infrastructure against potential threats.

Frequently asked questions

Use Whale to build your handbook from over 120 pre-built policy templates, and the Rich Editor to add video and images so people actually read it. Assign policies to the right people and track completion, with eSignature to capture sign-off where you need a record. Version history and named owners mean everyone always opens the current version.

No. Whale includes over 120 pre-built policy templates you can modify, so you start from a best-practice draft instead of a blank page. The Rich Editor lets you add video, GIFs and images, so a policy reads like an explanation rather than a wall of text.

A binder goes out of date the moment a policy changes, and nobody can tell which copy is current. In Whale the handbook is one living source with a version history and an owner per document, so every employee always opens the current version.

Yes. Assignments let you send specific policies to specific people and see who has completed them. That gives you a record for accountability and compliance instead of an assumption that the handbook was read.

You can put your company story, mission and values alongside the policies, and the Org Chart maps who is responsible for what, so new starters see how their work fits in. That combination is why teams use Whale for orientation and not only for policy storage.