Success stories

Enhancing Documentation and Compliance​

“We have not updated our employee handbook in years and need to make sure it is compliant with employment laws and it accurately reflects our current culture and policies.”​

fast facts

Client Industry:
Financial services institution
Age/Maturity:
More than 20 years
Approach:

I started by reviewing the company’s existing handbook and other supporting documentation (including benefits summaries and policies that had been implemented since the handbook had been updated last). I then interviewed two partners to identify what they wanted to change and keep the same, and finally I provide additional recommendations on additional policies necessary for compliance purposes.  I completed the handbook, then laid out a process to collect employee acknowledgement. 

Over the course of the project, the Human Resources Partner also identified a need to educate the organization about sexual harassment. As a result, I facilitated a learning session on sexual harassment in conjunction with the rollout of the updated employee handbook.

outcomes:

The partners can now rest easier knowing that they are in compliance with applicable HR regulations, and that they have strongly documented, well-explained policies they can reference moving forward.

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