Locations & Branch Offices

Overview:

The Location feature in Handbook allows administrators to specify which policies and procedures should be visible to employees based on their work location. This ensures that employees only see the guidelines that are relevant to their specific branch or office.

Locations is a feature available in the Enterprise plan

Key Benefits:

  • Relevance: Employees only access policies and procedures pertinent to their location, reducing confusion and ensuring compliance with local regulations.
  • Efficiency: Administrators can manage policies more effectively by assigning them to specific locations, rather than applying a one-size-fits-all approach.
  • Clarity: Streamlines the handbook, making it easier for employees to find the information they need without sifting through irrelevant policies.

How to Use the Location Feature:

Assigning Policies to Locations:

    • Navigate to the policy or procedure you want to assign.
    • Select the 'Edit' option.
    • Under the 'Location' section, choose the locations that should have access to this policy.
    • Save your changes. The policy will now be visible only to employees in the selected locations.

Viewing Policies by Location:

    • Employees log in to their Handbook account.
    • The policies and procedures they can see will be filtered based on the location assigned to their user profile.
    • This ensures they only access the policies relevant to their work environment.

Examples for Different Business Types:

Retail Chain:

    • Policy: Store Opening and Closing Procedures
    • Locations: Assigned to specific retail store locations where the procedures apply.

Restaurant Franchise:

    • Policy: Local Health and Safety Regulations
    • Locations: Assigned to individual restaurant locations based on regional health codes.

Corporate Offices:

    • Policy: Office Work Hours and Attendance
    • Locations: Assigned to different office locations to reflect local work hours and attendance requirements.

Healthcare Network:

    • Policy: Patient Handling Procedures
    • Locations: Assigned to specific hospitals or clinics within the network.

Manufacturing Company:

    • Policy: Equipment Maintenance Schedules
    • Locations: Assigned to various manufacturing plants, each with unique maintenance needs.

Conclusion:

The Location feature in Handbook is a powerful tool for ensuring that employees only see the policies and procedures that apply to their specific work location. By leveraging this feature, businesses can enhance policy relevance, improve compliance, and streamline the management of their handbooks.

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