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HR Suite User Guides

The HR Suite User Guides are step-by-step instructions to help you learn to use all the features and functions available in the system.  

Guide 1 - Getting Started Guide 
Recommended for all users.  

• Getting Started: General Information & Support 
• References and Guides
• Getting Started: Logging In
• Getting Started: The Home Page  

Guide 2 - Working with Policies
Recommended for any user who will be editing policies.  

• Working with Policies: Accessing Manual Builder 
• Important Definitions & Information  
• Working with Policies: Navigating Manual Builder   
• Working with Policies: Viewing & Printing Model Policies   
• Working with Policies: Viewing & Printing Custom Policies 
• Working with Policies: Adding Policies to the Working Manual   
• Adding Model Policies from the Master Manual to the Working Manual   
• Adding Unique Policies to the Working Manual

Guide 3 - Editing and Customizing Policies
Recommended for any user who will be editing policies.  

• Differences between chapter pages and policies 
• Editing Policies: General Information
• Editing Policies: The Toolbar  
• Editing Policies: Adding and Editing Text  
• Editing Policies: Paste from Word  
• Editing Policies: Creating and Formatting Numbered & Bulleted Lists  
• Applying Numbered Lists to Paragraph Text  
• Creating a Sublist in an Existing Numbered List  
• Double Spacing Items in a Numbered List  
• Adding New Items to an Existing Numbered List 
• Saving Policy Edits 
• Previewing Policy Edits   
• Inserting Tables   
• Editing Tables

Guide 4 - Editor Notes and Key Fields
Recommended for any user who will be editing policies.

• Using Editor Notes
• Key Fields Content   
• Defining Key Fields  
• Define Key Fields at the Individual Policy Level 
• Define Key Fields directly in the Key Fields Database

Guide 5 - Deleting Policies and the Auto Revise Setting
Recommended for any user who will be editing policies.  

• Removing Policies from the Working Manual
• Auto Revise Manual Setting

Guide 6 - Publishing and Distributing Policies 
Recommended for any user who will be editing policies. 

• The Publishing Process 
• The “Publishing” Setting
• Setting the Publishing Setting for a Single Policy or Chapter Page
• Setting the Publishing Setting for Multiple Policies and/or Chapter Pages
• Publishing the Working Manual
• View, Print and Post Published Manuals 
• Viewing and Printing a Published Manual 
• Posting Published Manuals on the Home Page  
• Removing Published Manuals from the Home Page    
• Additional Notes About Publishing  
• Deleting Published Manuals   

Guide 7 - Archiving Policies
Recommended for any user who will be editing policies. 

• Archiving Policies 
• Archive a Single Policy at Individual Policy Level   
• Archive Multiple Policies at One Time 
• Accessing the Archive   
• Un?Archiving a Policy   
• Deleting Archived Policies  
• Deleting a Single Archived Policy at the Archived Policy Level   
• Deleting Multiple Archived Policies at one Time 

Guide 8 - Reports
Recommended for any user who will be editing policies.  

• Reports  
• To access reports  
• Report Features  
• Key Fields Report  
• Working Manual Report   
• Working Policy to MASTER Policy Comparison Report   
• Policy Notes Report

Guide 9 - Library, Forms and Storage
Recommended for all admin users and any user with access to Library, Forms and/or Storage.  (8 minutes)

• Library    
• Forms   
• Storage   
• Storage File Structure  
• Uploading Files to Storage  
• Files in Storage   
• Making Changes to Files in Storage  
• Renaming Files in Storage  
• Copying Files in Storage  
• Moving Files between Folders in Storage 
• Deleting files in Storage   

Guide 10 - Administration - Users and Settings
Recommended for all admin users.  

• Administration: Adding a Welcome Message to the Home Page
• Administration: Adding a Disclosure to the Published Manual  
• Administration:  Adding  New Users  
• Administration:  Editing or Deleting Users 
• Administration:  Creating Additional User Access Levels   
• Administration:  Viewing/Editing Multiple Users at Once   
• Administration:  Viewing License and Subscription Information  
• Administration: Updating Corporate Logo and Organization Name  

Guide 11 - Printing Tips
Recommended for all users.  

• Appendix A – Printing Tips  
• Tip #1: Header and Footer
• Tip #2: True Print Preview
• Tip #3:  Printing Background Highlighting
• Appendix B – Header and Footer Codes for Printing

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