Templates for all your use cases

Creating a Product Listing

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

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]

Set the tone for your new starters and make the best first impression with a comprehensive welcome handbook.

Company Glossary

Use this template to educate your team on key terms and language used within your organisation.

Celebration Survey

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

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]

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

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

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

How does your business prepare the annual budget and keep track of variances from it? Adapt this template to your specific procedure.

Financial Reporting

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

What controls do you have in place for purchasing and receiving inventory? Use this template to capture them.

Payroll Procedures

Use this template to document your payroll policies and procedures, to help your finance team pay your employees on time.

Expenses Policies

A document for detailing your company's expeneses processes and policies.

Assets and Liabilities

This template will help you capture your policies for fixed assets, handling gains/losses from the sale of assets, and related procedures.