Creating an Effective HR Manual for Non-Profit Organizations: Step-by-Step Guide - CiteHR

Hello everyone, I prepared an employee handbook for a non-profit organization and am now planning to prepare an HR manual. Can anyone help by giving tips for preparing an HR manual? What is the process of preparing an HR manual?

Regards, Noorie

From United States, Bothell
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Hello all, I also need to prepared a manual for new joinees. can anyone help in giving tips for preparing HR manual. how to start or any other suggesion . waintng for the promt reply Thanks & Regards
From India, Delhi
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I am providing the list which should be required for making the HR Manual.

Table of Contents

1. Board of Directors
2. Terminologies
3. Our Philosophy
4. Code of Conduct
- Professional Code
- Personal Appearance/Dress Code
- Organizational Records and Communication
- Use of Assets and Information
- Conflict of Interest
- Relatives and Associates
- Use of Emails and Internet/Intranet (Information Technology)
- Safety, Health, and Environment
- Acts of Misconduct
5. Role Classification in Bands
- Classification
- Features
6. Recruitment & Selection
- Recruitment Policy
- Kinds of Appointments
- Recruitment Process
- Mode of Sourcing
- Selection Process
- Reimbursement of Joining Expenses
- Rehiring of an Employee Associate
- Process Flow Chart
- Induction Policy
- Joining Formalities
- Assignment of a 'Buddy' (Mentor)
- Probation
- Confirmation
- Working Hours
- Cafeteria
- Process Flow Chart
- Trainees and Summer Interns Policy
- Kinds of Interns/Trainees
- Guidelines for MTs/GETs
- Guidelines for Summer Interns
- Process Flow Chart
7. Working Hours, Attendance, and Leave
- Working Hours and Attendance Policy
- Working Hours
- Holidays
- Rules for Late Coming and Early Departure
- Being Absent without Permission
- Official Duty/Tour
- Identity/Attendance Cards
- Loss of Card/Mispunch
- Late Working (Beyond Office Hours)
- Salary Administration
- Leave Policy
- Guidelines for Earned Leave (EL)
- Guidelines for Sick Leave (SL)
- Guidelines for Casual Leave (CL)
- Guidelines for Short Leave
- Guidelines for Maternity Leave
- Guidelines for Leave Without Pay (LWP)
- General Rules Applicable to All Types of Leave
- Process Flow Chart for Leave Approval
8. Compensation & Benefits Policy
- Salary Structure
- Basic Pay
- House Rent Allowance (HRA)
- Conveyance Allowance
- Special Allowance
- Vehicle Maintenance
- Bonus/Ex Gratia
- Medical Expenses Reimbursement
- Leave Travel Assistance (LTA)
- Provident Fund
- Gratuity
- Reimbursement of Medical Expenses Policy
- Claim Procedure
- General Guidelines
- Process Flow Chart
- Leave Travel Assistance Policy
- Guidelines
- Procedure to Claim
- Advance LTA
- Process Flow Chart
- Reimbursement of Phone Expenses Policy
- General Guidelines
- Process Flow Chart
- Own Your Vehicle Policy
9. Travel Policy
- Domestic Travel Policy
- Entitlements for the Travel Mode, Lodging Allowance, and Daily Allowance
- Daily Allowance
- Definition of a Day for Claiming Daily Allowance
- Use of Own Vehicle
- Travel by Taxi
- General Guidelines
- Foreign Travel Policy
- Release of Foreign Exchange (Forex)
- General Guidelines
- Common Guidelines for Domestic and Foreign Travel Policy
10. Transfer Policy
- Kinds of Transfers
- Inter City Transfer (From One City to Another)
- General Guidelines
- Process Flow Chart
11. Employee Referral Policy
- Referral Rewards and Claim Procedure
- General Guidelines
- Process Flow Chart
12. Performance Management System Policy
- Performance Management System Cycle
- Goal Setting (Key Result Areas)
- Setting Standards of Performance
- Measuring Performance Against Standards Through Quarterly Reviews
- Feedback and Counseling
- Calibrating Expectations for the Next Quarter
- Conducting Final Appraisal at the Close of the Financial Year
- Promotion Criteria
- Role of 'Bands' in Deciding Rewards
- Process Flow Chart
13. Training & Development Policy
- Kinds of Training Program
- Training Budget
- Identifying Training Needs
- Training Calendar
- Training Nomination
- Training Design and Delivery
- Training Effectiveness and Evaluation
- Training Records and Library
- Role of Managers
- Process Flow Chart
14. Employee Welfare & Benefits Policy
15. Group Mediclaim Insurance Policy
- Eligibility
- Duration of the Policy
- Coverage
- Premium
- Guidelines for New Joinees and Existing Associates
- On Separation
- Mediclaim Cashless Cards
- Claim Limit
- Claim Process
- Process Flow Chart
16. Workplace Harassment Policy
- Harassing Conducts
- What is Not Included in Harassing Conduct
- Preventive Measure
- Complaint Reporting Procedure
- Investigation Committee
- Disciplinary Action
- False Complaints
- Process Flow Chart
17. Whistle Blowing Policy
- Who is a Whistle Blower
- Concerns That Can Be Raised
- Protecting the Identity of the Whistle Blower
- Investigation Committee
- Complaint Reporting Process
- Sending Anonymous Complaints
- Investigation Process and Disciplinary Action
- False Allegations
- Process Flow Chart
18. Separation Policy
- Factors of Separation
- Notice Period
- Fixed Term Appointment and Retainership
- Full & Final Settlement Process in Case of a Resignation
- Full & Final Settlement Process in Case of a Termination
- Process Flow Chart
19. Email Policy
- Appropriate Salutation
- Use of CCs and Reply to All
- Subject Line
- The Body of the Email
- Courteous Closing
- Respond Promptly

Regards

From India, Delhi
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Hello gore, If this msg is for me. Iam still working on HR manual. I worked on employee handbook and waiting for the approval from the higher officials. Noorie
From United States, Bothell
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Hello everyone, I need to prepare an employee hand book for my organisation. Can anyone help in giving tips for preparing HR manual. What is process of preparing HR manual? Denika
From India, Gurgaon
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Hi Mayank,

Thank you for the list. Very useful. I suppose you have prepared the manual too? Could you please mail me the manual as well? It would give me a picture of how I could prepare a manual for my company. My email ID is [Email Removed For Privacy Reasons].

Regards,
Hema.

From India, Bangalore
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Creating an HR Manual: A Comprehensive Approach

An HR manual is a very exhaustive document that should be written in accordance with management policies, rules, regulations, conventions, work culture, practices, industry standards, brand equity, laws, and employee-employer relations, etc. It takes time to fully understand all these aspects within an organization. Simply borrowing a manual and making minor changes will not be beneficial in the long term. While a borrowed manual can provide guidance, it is essential to create a new manual from scratch, after a thorough examination of the organization's work culture.

It is recommended to conduct some research to study all the aforementioned factors and then rewrite your own manual.

From India, Chandigarh
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Mr. Rajesh is okay but requires some addition of experience from seniors like us. One thing to keep in mind is that both the employer and employee are covered under the I.C. Act. Labor and other acts will come into play where company law or terms are silent.

More may be discussed with specific problems.

Board of Directors (Appointment)

1. Terminologies of appointment

2. Philosophy of Institution (Training Part with application of Law)

3. Code of Conduct & Principles of Institution

4. Professional Code (Each employee should have an individual code number, preferably a P.F. Index number.)

5. Personal Appearance/Dress Code (should be as per institution discipline; it is image building for an institution.)

6. Organizational Records and Communication (should be preserved in the system)

7. Use of Assets and Information (Not required for all employees)

8. Conflict of Interest (should be seen carefully)

9. Relatives and Associates (Careful part)

10. Use of Emails and Internet/Intranet (Information Technology) (It is absolutely necessary nowadays.)

11. Safety, Health, and Environment (with protective, preventive vigilance measures, careful watch for health assets.)

12. Acts of Misconduct (should be dealt with judiciously and impartially)

Role Classification in Bands, Classification, Features

1. Recruitment & Selection (Topmost to find out)

2. Recruitment Policy as per the institution image.

3. Kinds of Appointments (as per the need)

4. Recruitment Process (open, judiciously & impartially according to trade)

5. Mode of Sourcing

6. Selection Process (open, judiciously & impartially)

7. Reimbursement of Joining Expenses (if any in the constitution of the company)

8. Rehiring of an Employee Associate (should be on a contract basis - Labor Law should not be divulged.)

9. Process Flow Chart

Induction Policy (must be done by senior executives)

1. Joining Formalities (as per the Labor Act, I.D. Act, I.C. Act, & Constitution)

2. Assignment of a 'Buddy' (Mentor)

3. Probation (as per the Constitution of the Firm)

4. Confirmation (as per the Constitution of the Firm)

5. Working Hours (as per the Labor Act, I.D. Act, I.C. Act, & Constitution)

6. Cafeteria (May or may not be, but it is an incentive.)

7. Process Flow Chart (should be)

Trainees and Summer Interns Policy

1. Kinds of Interns/Trainees

2. Guidelines for MTs/GETs

3. Guidelines for Summer Interns

4. Process Flow Chart

Working Hours, Attendance, and Leave (as per the Labor Act, I.D. Act, I.C. Act, & Constitution)

1. Working Hours and Attendance Policy (as per the Labor Act, I.D. Act, I.C. Act, & Constitution)

2. Holidays (as per contract between employer & employee as per Institution Rules)

3. Rules for Late Coming and Early Departure (as per contract between employer & employee as per Institution Rules)

4. Being Absent without Permission (as per contract between employer & employee as per Institution Rules)

5. Official Duty/Tour (as per institution Rules)

6. Identity/Attendance Cards (Should be for all with display)

7. Loss of Card/Mis-punch (should be dealt with firmly.)

8. Late Working (Beyond office hours) (as per company rules)

Salary Administration (as per company rules for the designation)

1. Leave Policy (as per company rules for the designation)

2. Guidelines for Earned Leave (EL) (as per company rules for the designation)

3. Guidelines for Sick Leave (as per company rules for the designation)

4. Guidelines for Casual Leave (as per company rules for the designation)

5. Guidelines for Short Leave (as per company rules for the designation)

6. Guidelines for Maternity Leave (as per company rules for the designation)

7. Guidelines for Leave Without Pay (LWP) (as per company rules for the designation)

8. General rules applicable to all types of Leave (as per company rules for the designation)

9. Process Flow Chart for Leave Approval (as per company rules for the designation)

Compensation & Benefits Policy (as per company rules for the designation)

1. Salary Structure (as per company rules for the designation)

2. Basic Pay (as per company rules for the designation)

3. House Rent Allowance (HRA) (as per company rules for the designation)

4. Conveyance Allowance (as per company rules for the designation)

5. Special Allowance (as per company rules for the designation)

6. Vehicle Maintenance (as per company rules for the designation)

7. Bonus/Ex Gratia (as per company rules for the designation)

8. Medical Expenses Reimbursement (as per company rules for the designation)

9. Leave Travel Assistance (LTA) (as per company rules for the designation)

10. Provident Fund (as per company rules for the designation)

11. Gratuity

Reimbursement of Medical Expenses Policy (as per company rules for the designation)

1. Claim Procedure (as per company rules for the designation)

2. General Guidelines (as per company rules for the designation)

3. Process Flow Chart

Leave Travel Assistance Policy (as per company rules for the designation)

1. Guidelines

2. Procedure to Claim (as per company rules for the designation)

3. Advance LTA (as per company rules for the designation)

4. Process Flow Chart

Reimbursement of Phone Expenses Policy (as per company rules for the designation)

1. General Guidelines

2. Process Flow Chart

Own Your Vehicle Policy (as per company rules for the designation)

Travel Policy (as per company rules for the designation)

1. Domestic Travel Policy (as per company rules for the designation)

2. Entitlements for the Travel Mode, Lodging Allowance, and Daily Allowance (as per company rules for the designation)

3. Daily Allowance (as per company rules for the designation)

4. Definition of a Day for claiming Daily Allowance (as per company rules for the designation)

5. Use of own vehicle (as per company rules for the designation)

6. Travel by Taxi (as per company rules for the designation)

7. General Guidelines

8. Foreign Travel Policy (as per company rules for the designation)

9. Release of Foreign Exchange (Forex)

10. General Guidelines

11. Common Guidelines for Domestic and Foreign Travel Policy

Transfer Policy (as per company rules for the designation)

1. Kinds of Transfers (as per company rules for the designation)

2. Inter-City Transfer (From one city to another) (as per company rules for the designation)

3. General Guidelines

4. Process Flow Chart

Employee Referral Policy

1. Referral Rewards and Claim Procedure

2. General Guidelines

3. Process Flow Chart

Performance Management System Policy

1. Performance Management System Cycle (MIS should be)

2. Goal Setting (Key Result Areas) (MIS should be)

3. Setting standards of performance (MIS should be)

4. Measuring performance against standards through Quarterly Reviews (MIS should be)

5. Feedback and Counseling (MIS should be)

6. Calibrating expectations for the next Quarter (MIS should be)

7. Conducting final appraisal at the close of the financial year (MIS should be)

8. Promotion Criteria (MIS should be with Day, month, year)

9. Role of 'Bands' in deciding Rewards (MIS should be)

10. Process Flow Chart

Training & Development Policy (MIS should be)

1. Kinds of Training Program (MIS should be)

2. Training Budget (MIS should be)

3. Identifying Training needs (MIS should be)

4. Training Calendar (MIS should be)

5. Training Nomination (MIS should be)

6. Training Design and Delivery (MIS should be)

7. Training Effectiveness and Evaluation (MIS should be)

8. Training Records and Library (MIS should be)

9. Role of Managers (MIS should be)

10. Process Flow Chart

Employee Welfare & Benefits Policy

Group Mediclaim Insurance Policy

1. Eligibility

2. Duration of the policy

3. Coverage

4. Premium

5. Guidelines for New Joinees and Existing Associates

6. On Separation

7. Mediclaim Cashless Cards

8. Claim Limit

9. Claim Process

10. Process Flow Chart

Workplace Harassment Policy

1. Harassing Conducts

2. What is not included in Harassing Conduct

3. Preventive Measure

4. Complaint Reporting Procedure

5. Investigation Committee

6. Disciplinary Action

7. False Complaints

8. Process Flow Chart

Whistle Blowing Policy

1. Who is a Whistle Blower

2. Concerns that can be raised

3. Protecting the identity of the Whistle Blower

4. Investigation Committee

5. Complaint Reporting Process

6. Sending Anonymous Complaints

7. Investigation Process and Disciplinary Action

8. False Allegations

9. Process Flow Chart

Separation Policy

1. Factors of Separation

2. Notice Period

3. Fixed Term Appointment and Retainership

4. Full & Final Settlement Process in case of a Resignation

5. Full & Final Settlement Process in case of a Termination

6. Process Flow Chart

Email Policy

1. Appropriate Salutation

2. Use of CCs and Reply to All

3. Subject Line

4. The Body of the Email

5. Courteous Closing

6. Respond Promptly

Regards

From India, Calcutta
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Hello friends, Here is the draft employee handbook manual prepared by me. Still changes to be done according to our company members. Noorie
From United States, Bothell
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Rather than getting all the topics from a single source, it is advisable to search for topics from different sources. This approach will help you produce the best work on the manual.

Thanks to the site HR, which provides good content on HR topics and issues.

Regards,
Yugandhar

From India, Hyderabad
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Thank you for the list. It is very useful. I suppose you have also prepared the manual? It would give me a better idea of how I could prepare a manual for my company. Ours is a start-up company where I am working as an HR and admin to formulate policies. The information provided gives a glimpse of how to set policies, but it would be even more helpful if you could send the manual as well. I hope you can assist with this. My email id is [Email Removed For Privacy Reasons].

Regards,
Radhika

Attribution: https://www.citehr.com/288169-hr-man...#ixzz2YiD7stWu

From India, Mumbai
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