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WAYBOOK FOR...
Employee Manual
All your processes & how-tos in one place.
Employee Onboarding
Track employee progress.
Compliance Training
Test knowledge as people read through documents.
Standard Operating Procedures
Standardise best practice across your organisation.
Corporate Academies
Increase your business profits by enhancing employee knowledge and incorporating new methods in ever-changing markets.
FEATURES
Centralize & Systematize
Streamline and centralize knowledge.
Create & Standardize
Categories, subjects, documents & steps.
Train & Delegate
Create mini quizzes and full exams.
Search & Share
Easily find essential content.
Track & Report
Track and assess an individual's progress.
Protect & Secure
Read our commitment to security.
Standard Operations Procedures
Sales Training
Customer Service Training
Corporate Academies
Employee Onboarding
Employee Manual
Compliance Training
Real Estate
Legal Practice
WAYBOOK FOR...
Standard Operating Procedures
Standardise best practice across your organisation.
Sales Training
All your processes & how-tos in one place.
Customer Service Training
Test knowledge as people read through documents.
Corporate Academies
Standardise best practice across your organisation.
Employee Onboarding
Track employee progress.
FEATURES
Organisation
Subject, Documents, Steps & Groups.
Progress Tracking
See what has and hasn't been read.
Tests & Quizzes
Create mini quizzes and full exams.
Notifications
Notify users when steps are updated.
Security & Privacy
Read our commitment to security.
Features
Reviews
Pricing
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Templates for all your use cases
Ready to use templates created by experts from top businesses
Creating a Product Listing
Retail & Ecommerce
Use this template to outline the process your team should follow when it comes to ensuring your product listings rank highly and managing SEO.
Preparing a Product Listing
Retail & Ecommerce
Use this template to help guide your team through the process of preparing a product listing on your chosen ecommerce platform.
Welcome to [Your Company]
Onboarding Templates
Set the tone for your new starters and make the best first impression with a comprehensive welcome handbook.
Company Glossary
Onboarding Templates
Use this template to educate your team on key terms and language used within your organisation.
Celebration Survey
Onboarding Templates
Use this template to get to know your new starters, so that you can celebrate milestones they achieve as part of your organisation.
The Waybook Style Guide
Onboarding Templates
Use this template to introduce your team to your Waybook Style Guide, our editing features and the various content types they can use within your steps.
Welcome to Waybook [Readers]
Onboarding Templates
Welcome your read-only team members to Waybook with a guide on how to navigate your business playbook, so they can find the information they need for a successful start.
Tool Directory
Management Templates
This template has been built to help you educate your team members on their department's tech stack, with information on how and when to use specific tools.
Meet The Team
Management Templates
Use this template to provide an overview for your new starters of your teams and departments, helping them to identify key points of contact and leaders.
Budgeting Procedures
Finance
How does your business prepare the annual budget and keep track of variances from it? Adapt this template to your specific procedure.
Financial Reporting
Finance
This template will help you provide an overview of your process for generating financial statements and the month-end closing tasks that support it.
Purchasing & Inventory
Finance
What controls do you have in place for purchasing and receiving inventory? Use this template to capture them.
Payroll Procedures
Finance
Use this template to document your payroll policies and procedures, to help your finance team pay your employees on time.
Expenses Policies
Finance
A document for detailing your company's expeneses processes and policies.
Assets and Liabilities
Finance
This template will help you capture your policies for fixed assets, handling gains/losses from the sale of assets, and related procedures.
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