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With Whale, HR teams get one central place to keep everything organized – from your employee handbook and onboarding checklists to training materials, procedures, and policies.
Help new hires quickly get a feel for their roles and responsibilities, and share your employee handbook before they even walk in the door! This way, employees will feel prepared and ready to hit the ground running from day one.
Create training flows with automated learning assignments and quizzes for each role. Monitor employee performance and easily identify areas for further training.
Simplify and standardize your HR operations by having one central spot to store, update, and share clear, consistent procedures and checklists across the team.
Create a visual representation of your team, employees and their training badges
Assess your employee’s understanding and knowledge retention
Automate the learning journey of your employees per role, team and responsibilities
Create easy-to-follow checklists that guide your employees step-by-step through tasks
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.
We’ve been surprised at just how easy it’s been to set up. We were able to just take our existing SOPs and reformat them within the Whale environment. And the workspace was easily customisable so it took no time at all.
Apex Graphics
Whale is incredibly easy to use but provides very rich functionality that is really critical to us as we build our operations manual from the ground up including the ability to assign owners and review dates.
FORCE: Facing Our Risk of Cancer Empowered
Before Whale, we were storing most of our documents in Google Drive, and over time it gets very messy. Whale gave us a really nice, streamlined place to put all of our documents in a very organized way, and we definitely needed that!
SkyPort IT
Use this template to provide clarity, consistency, and structure in managing human resources within your organization.
A simple guide to identify, document and share your company’s core processes
Use the 30-60-90 day template to map out the first 90 days of a new job or position
Use Whale to centralize your HR procedures as SOPs, importing your existing handbooks and PDFs and letting Alice organize them. Build training flows per role so onboarding and compliance reading assign themselves, and add quizzes to confirm understanding. Checklists and eSignature give you a record of who followed which process, and review cycles keep policies current.
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.
Yes. Training Flows assign the right documents per role and team automatically, and AI Quizzes test understanding rather than just completion. The Org Chart shows each employee’s training badges, so you can see who has finished what before their first day in the role.
Every SOP has an owner, an approval status and a version history, and expert review cycles bring each document back to its owner on a schedule. Whale is built for operational process documentation specifically, which is why ownership, review and change tracking are core to it rather than add-ons.
No. Most teams run Whale alongside their HRIS and their general wiki, and use Whale for the process documentation and training layer. You can start on the free plan with up to 10 members and move to a paid plan when you need unlimited members.
