Managing Locations ▶️

The Locations feature in Handbook is designed to help organizations customize the visibility of policies, procedures, and training content based on an employee’s specific work location. Whether you're managing a global team, a multi-office setup, or a distributed workforce, this feature ensures employees see only the information relevant to their branch, office, or region.

Key Benefits

• Relevance: Employees only see policies and procedures that apply to their location, minimizing confusion and improving compliance with local, regional, or department-specific requirements.
• Efficiency: Administrators can streamline policy management by assigning documents to specific locations, avoiding the need for one-size-fits-all policies.
• Clarity: Employees have an easier time navigating their handbook because it’s tailored to the specific guidelines they need, rather than being cluttered with irrelevant information.

How to Use the Location Feature in Handbook

1. Assigning Documents to Locations

To assign documents, policies or procedures to specific locations, follow these steps:

1. Navigate to the Document:

   • Open Handbook and locate the policy or procedure you wish to assign to specific locations by clicking Edit Handbook.

     Edit the Document:

   • Select the 'Edit' option to modify the policy content.

     Choose the Location(s):

   • In the Location section, select the relevant locations (e.g., specific branches, offices, or regions) where this policy should be visible.

     Save Your Changes:

   • Click Save to apply these settings. The policy will now only be accessible to employees assigned to the selected locations.

     
     

2. Viewing Policies by Location

Once policies are assigned to specific locations, employees will only see the documents relevant to their assigned locations. Here’s how it works:

1. Employee Access:

   • Employees log in to their Handbook account and will automatically see policies assigned to their location based on the location settings in their user profile.

     Location-Specific Content:

   • This ensures that employees only see documents relevant to their current work environment or assigned office, improving workflow and reducing distractions.

Unique Use Cases for the Locations Feature

Here are some creative ways to use the Locations feature in Handbook for different business types:

1. Retail Chains

• Policy Example: Store Opening and Closing Procedures

  How to Use: Assign specific store location policies (e.g., opening times, store-specific customer service guidelines) to each retail outlet. This way, employees only see the policies relevant to their specific store, helping them stay focused on what’s most important for their day-to-day tasks.

  
  

2. Restaurant Franchises

• Policy Example: Local Health and Safety Regulations

  How to Use: Assign health and safety policies based on local health codes and regional regulations. For example, a restaurant in California may have different safety and sanitation rules than one in New York. Locations ensure that employees in each region see the appropriate regulatory guidelines for their area.

  
  

3. Corporate Offices

• Policy Example: Office Work Hours and Attendance Policies

  How to Use: Assign different work hours, attendance policies, or benefits guidelines based on office locations (e.g., corporate headquarters, regional offices). Employees working in different time zones or offices can view the rules that apply specifically to their location, reducing confusion and improving adherence to company policies.

  
  

4. Healthcare Networks

• Policy Example: Patient Handling Procedures

  How to Use: In a healthcare network with multiple facilities, assign unique patient care guidelines to specific hospitals or clinics. For example, a hospital in one city may need specific infection control procedures that are not relevant in other facilities. Employees can access location-specific training and policies for better compliance and patient care.

  
  

5. Manufacturing Companies

• Policy Example: Equipment Maintenance Schedules

  How to Use: Assign equipment maintenance schedules and safety procedures to specific manufacturing plants. Since each plant may have different machinery and maintenance needs, you can ensure that employees are only shown the maintenance protocols and schedules that apply to their respective locations.

  
  

6. Remote Teams & Distributed Workforces

• Policy Example: Remote Work Guidelines

  How to Use: For businesses with a mix of office-based and remote employees, the Locations feature helps manage policies based on employee work location. Remote employees can access remote-specific guidelines, such as home office setups and cybersecurity measures, while in-office employees can view the relevant policies for on-site work.

Conclusion

The Locations feature in Handbook helps businesses with multiple branches, offices, and departments tailor their policy management to the specific needs of each location. By assigning policies and training materials to locations, businesses can improve relevance, compliance, and efficiency, while making the employee experience smoother and more personalized.

This is especially powerful for businesses with diverse geographic regions, industries, or operational structures. With the ability to customize content access based on location, Handbook ensures employees always see the most relevant, location-specific information—whether it’s safety regulations, employee benefits, or work hours.

To take full advantage of this feature, ensure your organization is on the Enterprise plan and start streamlining your policy distribution across different locations today with unlimited locations included.