A policy manual outlines an organization's policies and procedures to guide staff and management. It is developed based on the organization's mission and objectives. The manual should include various types of policies like employment, benefits, conduct, and technology use policies. Developing a comprehensive yet accessible policy manual helps ensure fair and consistent treatment of employees while reducing legal risks for the organization.
Well-written policies and procedures can help boost organisational accountability and transparency, and act as indispensable factors for quality assurance and quality improvement programs.
In this day and age, global organizations have to place utmost importance to their employees who would be working virtually from anywhere in the world. It is important that the cultural fabric is based on uncompromising values that stand the test of times.
The first webinar of our three-part webinar series exploring the in's and out's of policy management is only a few of weeks away. Etactics and IntraVires Health Compliance Consultants took a look into the initial steps involved with setting a foundational "policy on policies".
Well-written policies and procedures can help boost organisational accountability and transparency, and act as indispensable factors for quality assurance and quality improvement programs.
In this day and age, global organizations have to place utmost importance to their employees who would be working virtually from anywhere in the world. It is important that the cultural fabric is based on uncompromising values that stand the test of times.
The first webinar of our three-part webinar series exploring the in's and out's of policy management is only a few of weeks away. Etactics and IntraVires Health Compliance Consultants took a look into the initial steps involved with setting a foundational "policy on policies".
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Explanation of policies, guidelines, procedures and standards. Article focuses on the elements of a good policy and other considerations to ensure successful implementation for the organization.
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The differences between policies and procedures can be summarized as follows:
Policies guide of decision making, while procedures drive actions.
Policies leave some room for managerial discretion, while procedures are detailed and rigid.
Policies are an integral part of organizational strategies, while procedures are tactical tools.
Policies are generally formulated by top management, while procedures are laid down at lower organizational levels in line with policies.
Policies are more evergreen than procedures. Procedures change more frequently, because they should be adaptable to the changing operational environment and technological advancements.
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2. What is a Policy
A policy is a predetermined course of action
established as a guide toward accepted objectives
and strategies of the organization.
A vision is formulated, business processes are
analyzed, and policy and procedure systems to
support the vision are born. As policies
and procedures are written, approved,
published, and implemented, the company’s
vision is articulated.
3. WHY DEVELOP A POLICY MANUAL
Policy manuals are developed to help staff and
management teams run the organization. In best use
situations, policies play a strategic role in an
organization. They are developed in light of the
mission and objectives of the company and they
become the media by which management’s plans,
rules, intents, and business processes become
documented and communicated to all staff. Carefully
drafted and standardized policies and procedures save the
company countless hours of management time. The consistent
use and interpretation of such policies, in an evenhanded and fair
manner, reduces management's concern about legal issues
becoming legal problems.
4. Objectives
To provide fair, acceptable & efficient leadership
To provide an opportunity for expansion & voice in
management
To strengthen & appreciate the human assets
continuously by providing training & developmental
programs
To provide facilities & conditions of work & creation of
favorable atmosphere for maintaining stability of
employment
To attain an effective utilization of human resources in the
achievement of organizational goals, etc
5. Connection between Mission and Policy
Without policies boundaries and baselines related to the
company’s missions and objectives would not exist.
When developing your policies, you should start with
your mission and objectives. A mission statement should
be a clear statement about who your company is trying
to serve. It should be a cultural reflection of the values,
beliefs, and philosophy of the organization. It should be
very brief and very clear so that everyone in the
organization can understand it and so that objectives are
seen clearly as steps to achieving the mission.
Objectives are like goals; they direct the staff’s attention to
important factors in running the organization and help
define unique ways to enhance performance of
individuals and the organization as a whole.
6.
7. How to Start Creating Your Policy Manual
Policies initially are derived from an understanding of core business
practices. They also may emanate from a need to control
operations and therefore a good understanding of how the
business functions is necessary as a first step in developing
good polices. policy creation is a form of research. Research is
an ongoing aspect of keeping polices up-to-date and maintaining
a comprehensive policy manual. The policy manual should be a
“living document” - very much dynamic - subject to change.
Existing policies need to be expanded, supplemented, and
revised as business conditions change, as business process
reengineering takes place, as an organization downsizes, and as
quality improvement initiatives are implemented.
8. Various Types of Policies
Employment Policies
These are the policies that guide hiring practices, orientation of new employees,
compliance with employment laws, and confidentiality.
Employment Status & Records
These are the policies that define such issues as employment classifications,
access to personnel files and guidance on how background checks and
performance reviews are to be performed.
Employee Benefits
These are policies that explain employee benefits such as insurance, vacations,
holidays, leave, and employee reimbursements.
Payroll
These are policies that are related to salary and wage administration including
deductions, pay advances, and time keeping.
9. Various Types of Policies
Wntinued
orkplace Guidelines
?
These policies are quite varied and their purpose range from
defining certain work arrangements such as flex time and
telecommuting to offering guidelines on the use of company
assets and record retention.
Employee Conduct
These policies are guidelines that control employer behavior and
conduct on the job. The mainstay of this section is a code of
conduct but also important are policies regarding substance
abuse, smoking, harassment, and workplace violence.
E-Policies
These policies guide staff in the use of the organization’s
information technology. Policies defining acceptable and
prohibited activities and use of e-mail and the Internet make up a
majority of these policies
10. Tips to create a good looking Policy Manual
Here is a list of tips to help you create a great looking policy (printed)
manual
Use high quality paper.
Ensure all printed pages are crisp and clean.
Achieve good balance between text and visuals (charts, graphs, and
tables).
Use photographs effectively.
Use illustrations effectively.
Use bullet points to offset information from the text.
Use white space effectively.
Provide an appealing cover for the policy manual.
Include a letter from the top executive or owner of the organization
(i.e., Letter from the President)
Include professional binding.
Prepare a PDF version for electronic distribution.
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