Compatibility · Finance
HR & Training
10 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Attendance and PTO guidelines
An internal HR policy explaining work hours, absence reporting, and how paid time off is earned, requested, and approved.
What it’s used for
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Compensation and commission policy
An internal policy setting out how staff pay is structured, including base salary and any commission or bonus, and the rules for earning it.
What it’s used for
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Compliance training modules
Training courses staff at a financial firm must complete to meet regulatory and internal conduct requirements.
What it’s used for
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Employee handbook
A written guide given to staff that sets out company policies, workplace rules, and employment conditions at a financial firm.
What it’s used for
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New hire onboarding checklist
A step-by-step list of tasks to complete when a new employee joins a financial firm, from offer acceptance through the first few months.
What it’s used for
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Performance review templates
A standard form managers use to evaluate an employee's performance over a review period and document ratings, comments, and goals.
What it’s used for
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Sales training materials
Training content used to teach finance staff how to sell products and services to prospects and existing clients.
What it’s used for
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Skills matrix
A grid showing which staff hold which skills and at what level, used to spot gaps in a finance team.
What it’s used for
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Timekeeping policies
A written policy telling staff how to record work hours, breaks, and absences, and who approves them.
What it’s used for
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Training manuals for case managers
A training guide that teaches case managers how to handle customer cases from intake through resolution, following set procedures and rules.
What it’s used for
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