Templates for all your use cases

Accounts Payable Procedures

Keeping a transparent and mutually beneficial relationship with your suppliers is essential. Use this template to capture your policies and procedures for paying suppliers.

Collections & Bad Debt

Use this document to provide an overview of your collections procedures.

Accounts Receivable Procedures

Use this template to document your policies and SOPs for handling accounts receivable, applying cash to AR, and related tasks.

Finance Overview

Use this template to introduce your finance team to your company's chart of accounts, key financial policies and required reports.

Temporary Workers Policy

Use this template to outline your temporary workers policy, describing your process for recruiting and working with agencies, contractors and temporary workers.

Sexual Harassment Policy

Use this template to outline your company's sexual harassment policy and give them guidelines to report incidents.

Rehiring Policy

Use this template to outline your rehiring policy, defining your company's rules for rehiring former employees.

Parental Leave Policy

Use this template to outline your parental leave policy, detailing uour provisions for employees who have children.

Overtime Policy

Use this template to outline your company overtime policy, explaining how you'll compensate employees for hours worked beyond their standard schedule.

Open Door Policy

Use this template to outline your open door policy, reflecting your commitment to transparent and flexible communications between managers and team members.

Internal Recruitment Policy

Use this template to outline your internal recruitment policy and process for hiring within your organization to fill open roles.

Hot Desking Policy

Use this template to outline your hot desking policy and rules for assigning working spaces among employees on a rotating system.

Flexible Working Hours Policy

Use this template to outline your flexible hours policy, detailing your provisions for employees who want to change their working hours, days or weeks

External Recruitment Policy

Use this template to outline your external recruitment policy, describing your process for gathering and selecting external job candidates.

Equal Opportunity Employer Policy

Use this template to outline your equal opportunity employer policy, which should reflect your commitment to ensure equality and promote diversity in the workplace.