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Employee Handbook & Orientation

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.

  • 4.8/5 on G2
  • SOC 2 certified

Helping thousands of teams systemize and scale

Challenge

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

Keeping your policies and employee handbook in an old binder is a surefire way for information to get outdated and ignored.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.

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.

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

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.

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

In their own words

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.

  • “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, CEOSpartan Plumbing
  • “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 PresidentFairway Independent Mortgage
  • “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 ManagerAvior Wealth

Frequently asked questions

01How to use Whale for employee handbooks and orientation?

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.

02Do we have to write every policy from scratch?

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.

03How is a digital handbook better than the PDF or binder we have now?

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.

04Can we tell whether employees have actually read the handbook?

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.

05What does the handbook do beyond storing policies?

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.

Further reading and resources on SOPs for employee handbooks and orientation

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Number of employees at the company