Free business documentation templates

[Your Company] Brand Guidelines

Using Waybook’s [Your Company] Brand Guidelines Template simplifies the process of creating comprehensive brand guidelines. It’s designed to be user-friendly and customizable, so you can tailor it to fit your specific needs. No design experience is required—our template makes it easy for anyone to create professional, detailed brand guidelines.

ABM Template

Use this template to provide your team with a structured framework for executing successful ABM campaigns.

Accessibility Policy

Use this template to outline your company's provisions for people with disabilities

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.

Accounts Receivable Procedures

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

Anti-discrimination Policy

Use this template to explain how your company works to prevent discrimination and protect employees, customers and stakeholders from offensive and harmful behaviours.

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.

Attracting Good People

Waybook’s Attracting Good People Template equips your company with a solid recruitment strategy to help you find, attract, and retain high-quality candidates.

Benefits and Perks

Waybook’s Benefits and Perks Template helps you outline the comprehensive range of benefits and perks your company provides, ensuring that current and potential employees understand the full value of working with you.

Budgeting Procedures

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

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.

Code of Conduct

Set clear standards for behavior and ethics with a Code of Conduct that promotes a respectful, compliant, and professional workplace.

Collections & Bad Debt

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

Communication Tools

Optimize internal communication within your company with this versatile template. Address and document the communication tools utilized across your organization for enhanced collaboration and efficiency.

Company Glossary

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

Company Introduction

Unlock the potential of your company's identity with this versatile template. Seamlessly introduce and elaborate on your organization's purpose, history, mission, and vision statements for a compelling narrative.

Compensation and Development

Waybook’s Compensation and Development Template helps you clearly outline your company’s approach to employee compensation and career development, ensuring that your team understands the value you place on their contributions and growth.

Construction Service Business SOP

Document your core construction procedures so every job runs the same way. Covers safety protocols, project workflows, and site operations.

COVID-19 Policy

Use this template to outline your company's COVID-19 policy to your team, making them aware of any local guidelines they should also follow.

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.

Customer Billing & Accounts

Waybook’s Customer Billing & Accounts Template provides a step-by-step guide to ensure smooth handling of billing queries, payment methods, and account management.

Customer FAQs

Waybook's Customer FAQs Template makes it easy to provide clear answers to common customer questions, reducing support inquiries and improving overall customer satisfaction.

Customer Support Introduction

With Waybook's Customer Support Introduction Template, your team will have the tools they need to represent your brand, communicate effectively, and handle customer inquiries with confidence.

Customer Support Tools

The Customer Support Tools Template by Waybook is designed to help your team familiarize themselves with your support tech stack, ensuring they have everything they need to provide top-notch service.

Cyber Security Policy

Use this templates to outline your company's cyber security policy and your comapny's provisions for keeping data secure.

Email & Letter Templates

Waybook’s Email & Letter Templates provide a comprehensive collection of pre-designed templates for various business scenarios, ensuring your messages are clear, consistent, and impactful.

Employee Background Check Policy

Use this template to outline your guidelines for investigating your job candidates’ backgrounds as part of your hiring process.

Employee Handbook

Create a clear, consistent employee handbook that aligns expectations, policies, and company culture in one easy-to-maintain document.

Employee Performance Review

Use this template to outline your employee performance review policy, describing how you coach, evaluate and reward employees.

Employee Resignation and Termination

Waybook’s Employee Resignation and Termination Template offers a structured approach to managing these processes, providing clear guidelines for handling resignations and terminations smoothly and professionally.

Employment of Relatives Policy

Use this template to outline your employment of relatives policy, demonstrating your company's attitude towards nepotism.

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.

Expenses Policies

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

External Recruitment Policy

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

Finance Overview

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

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.

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

GDPR Compliance

Use this template to help your team understand how GDPR affects them, your GDPR policies and test their understanding of GDPR compliance.

Gmail Guide

Empower your team to harness the full potential of Gmail within your Google Workspace Guidelines handbook with our comprehensive template. From essential features to advanced functionalities, our resource provides step-by-step guidance for seamless navigation of Gmail.

Google Analytics

Unlock the power of Google Analytics for your team with our comprehensive template, designed to seamlessly integrate into your Google Workspace guideline handbook. From beginner basics to advanced insights, our resource offers step-by-step guidance for navigating the intricacies of Google Analytics effectively.

Google Sheet

Maximize your team's efficiency in utilizing Google Sheets as an integral component of your Google Workspace guideline handbook with our dedicated template. From fundamental functionalities to advanced techniques, our resource provides comprehensive guidance for seamless navigation of Google Sheets.

Google Slides

Empower your team to maximize their proficiency in Google Slides as a vital aspect of your Google Workspace strategy with our dedicated template. From foundational skills to advanced techniques, our resource offers comprehensive guidance for seamless navigation and impactful presentations using Google Slides.

Graphic Design - Checklists and Forms

Boost efficiency and accuracy in your graphic design projects using our dedicated Graphic Design - Checklists and Forms template. Tailored to enhance workflow and promote meticulousness, this section provides exhaustive checklists and customizable forms for every project phase.

Graphic Design - Collaboration with the team

Maximize collaboration within your graphic design team using our versatile template, designed to explore essential teamwork dynamics. This section offers a comprehensive guide to cultivating effective communication and synergy, facilitating seamless collaboration from initial ideation to ultimate delivery.

Graphic Design - Creative Briefs

Unlock the potential of your graphic design projects with our customizable template, designed to delve into the intricacies of crafting tailored creative briefs. This section presents a thorough guide, enabling you to craft detailed and impactful briefs that seamlessly steer the creative journey from ideation to fruition.

Graphic Design - Design Workflow

Optimize your company's visual content creation journey with our structured template, guiding you through the process of crafting compelling graphics. This section provides a comprehensive roadmap, navigating the nuanced landscape of graphic design from inception to completion.

Graphic Design - Quality Control Checklist

Enhance the excellence of your graphic design endeavors using this template. Crafted to foster precision and thoroughness, this tool facilitates a methodical examination, guaranteeing impeccable standards across your design journey. Our all-inclusive checklist empowers you to detect and rectify any potential concerns seamlessly.

Graphic Design - Tools and Software

Unlock the full potential of your graphic design initiatives through our tailored Graphic Design - Tools and Software template. Delve into a wealth of essential tools and software options with this comprehensive guide, gaining valuable insights for smooth design implementation. Optimize workflow efficiency and unleash your creativity by harnessing the perfect tools for every task.

Graphic Design Process

A ready-to-use process template for design teams. Covers briefs, workflows, quality checks, and delivery standards.

Grievance Procedure

Use this template to outline your grievance procedure policy, explaining how employees can voice their complaints in a constructive way.

Hot Desking Policy

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

How to Write an SOP

Learn a simple framework to write clear, usable SOPs your team will actually adopt.

HR Policy Revision

Manage HR policy updates with a structured process that ensures accuracy, compliance, and clear communication across the organization.

Internal Recruitment Policy

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

Inventory Management

Master inventory management with our comprehensive guide. Learn essential strategies and techniques to streamline inventory processes and optimize stock levels for your business.

Legal Practice - Benefits and Rewards

Maximize your law firm's Benefits and Rewards programs with our strategic guide. Embrace this section to enhance employee satisfaction and retention while boosting firm performance.

Legal Practice - Calendar Management

Unlock strategic efficiency and organization for your legal firm with our template. Streamline operations, boost productivity, and stay ahead in today's dynamic legal landscape. Get started on optimizing your firm's performance today.

Legal Practice - Client Engagement

Use this template as a guiding framework that empowers your team members to deliver consistent and exceptional client service, from initial contact to post-engagement follow-up.

Legal Practice - Document Management and Record Keeping

Empower your law firm with our document and record management template. Establish effective practices for handling documents and records with ease. Streamline processes and ensure compliance for enhanced productivity and organization.

Legal Practice - Legal Research Process

This section provides a comprehensive overview of the legal research process, offering insights into the best practices essential for effective legal practices.

Legal Practice - Professional Conduct and Ethics

Enhance your law firm's ethical framework with our expertly crafted template. Use this guide to tailor Professional Conduct and Ethics policies to suit your firm's unique needs. Elevate your legal practice with customized standards that resonate – a crucial step towards fostering professionalism and compliance.

Legal Practice - Roles and Responsibilities

Empower your team members with our foundational framework template. Define and adhere to roles and responsibilities within our law firm seamlessly. Utilize this tool to establish clarity and boost effectiveness in your organization.

Legal Practice - Staff Training and Professional Development

This template is a strategic roadmap designed to empower your team with the knowledge and skills they need to excel in their roles.

Legal Practice - Team Communications

Use this template to support your team in understanding and effectively utilizing the diverse modes of communication employed within your esteemed law firm.

Legal Practice - Technology and Practice Management Tools

Transform your law firm's efficiency and organization with our strategic blueprint. Harness advanced technology and practice management tools to elevate your operations to new heights. Streamline processes, enhance productivity, and stay ahead in the legal landscape.

Legal Practice - Timekeeping

Empower your attorneys and staff with our time management template. Optimize time management practices to boost productivity and efficiency. Streamline workflows and maximize billable hours for enhanced performance.

Legal Practice - Writing Process

Dive into the nuances of the legal writing process with this section, offering expert guidance on structure, style, and essential elements. Learn how to craft clear, concise, and persuasive legal documents for maximum impact.

Marketing: Client Onboarding

Empower your company to create a seamless onboarding experience for clients with this resource. Improve client onboarding, customer experience, resource.

Medical Service Forms and Checklists Templates

Commonly used forms and checklists for medical service providers. Covers documentation, compliance checks, and patient care workflows.

Medical Service Provider SOP

Document clinical and operational procedures to support compliance and patient care.

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.

New Starter Training Template

Outline the training your new starters need to complete from day one. Track progress and make sure nothing gets missed during onboarding.

Office Access & Security

Use this template to document your office address, information around accessing the office and evacuation protocols.

Onboarding Checklists

Ensure every new hire has a smooth, consistent onboarding experience with a checklist that covers everything from day one to full productivity.

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.

Overtime Policy

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

Parental Leave Policy

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

Payroll Procedures

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

Performance Review Procedure

Utilize this template to design and outline your team's performance review process effectively. Enhance clarity, consistency, and engagement in performance evaluations with this valuable resource.

Pharmaceutical Manufacturing Forms and Checklists

Commonly used forms and checklists for pharmaceutical manufacturing teams. Covers documentation, compliance checks, and production workflows.

Pharmaceutical Manufacturing SOP

Document your core pharmaceutical manufacturing procedures to ensure compliance, consistency, and product quality across your facility.

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.

Product Knowledge

Use this template to help your support team better understand key features of your product or service, as well as any tricks they can share with your customers.

Proper Phone Manner

Using Waybook’s Proper Phone Manner Template offers numerous advantages for your business. It's designed to be intuitive and easy to implement, ensuring that your team can quickly adopt and apply these best practices.

Purchasing & Inventory

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

Real Estate SOP

Standardize property management, leasing, and maintenance workflows across teams.

Rehiring Policy

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

Responsibilities & KPIs

Waybook's Responsibilities & KPIs Template provides your employees with a comprehensive guide to their duties, performance metrics, and how their contributions align with overall company goals.

Sexual Harassment Policy

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

Shifting to Home Working

Use this template to help your team shift to working from home, including your remote work policies, how to process expenses and essential tools for successful remote work.

Standard Operating Procedure

Create clear and repeatable SOPs teams can follow and keep consistent as you scale.

Store Operations

Optimize your store operations with this comprehensive template. Use it to facilitate discussions about applicable processes, ensuring efficiency and consistency in your retail environment.

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.

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.

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.

Training and Development

Outline your company's training and development programs, detailing the learning and development activities you offer your team.

Waybook Google Docs Integration

Effortlessly migrate your content from Google Docs to Waybook and supercharge your knowledge management!

Welcome to [Your Company]

Using Waybook’s "Welcome to [Your Company]" template offers numerous advantages for your onboarding process. It’s designed to be user-friendly and comprehensive, ensuring a seamless integration for new employees.

Welcome to Waybook, Reader

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.

Work-Life Balance

Use this template to help support your team when it comes to establishing work-life balance, including outlining your work-life balance policies and any company initiatives you have in place.

Working from Home

Use this template to outline your company's work from home policy, along with any recommendations for tools or productivity methods to help them along the way.

Working Hours, PTO and Vacation

Using Waybook’s Working Hours, PTO, and Vacation Template simplifies the process of creating and managing your time-off policies. It’s designed to be comprehensive and easy to customize, ensuring it meets your specific needs.

Workplace Harassment Policy

Use this template to outline you company's anti-harassment policy and commitment to maintaining a workplace that’s free of harassment.