US Employee Handbook
Distribute HR handbook policies (at-will, anti-harassment, PTO, code of conduct) to employees and capture an e-signed acknowledgment with a full evidentiary audit trail, automatic re-attestation on new policy versions, reminders, overdue flagging and a compliance completion report.
Distribute HR handbook policies (at-will, anti-harassment, PTO, code of conduct) to employees and capture an e-signed acknowledgment with a full evidentiary audit trail, automatic re-attestation on new policy versions, reminders, overdue flagging and a compliance completion report.
Key Features
Author a policy with a title, free-form rich-text
Author a policy with a title, free-form rich-text body and/or a file attachment, an effective date and a policy type (at-will, anti-harassment, PTO, code of conduct, safety, ...).
Each policy carries a version number
Publishing a brand-new version automatically supersedes the prior one and copies forward its targeting.
Choose whether a policy requires annual (or custom
Choose whether a policy requires annual (or custom interval) re-attestation so acknowledgments expire and re-open on schedule.
Target everyone, a set of departments, specific job
Target everyone, a set of departments, specific job positions, or employees in selected US states / jurisdictions -- or hand-pick individual employees.
One click fans the assignment out into one
One click fans the assignment out into one outstanding attestation task per matching employee, with a due date derived from the policy effective date plus a configurable grace period. Re-running the fan-out is idempotent: existing open task
The employee (or an HR user on their
The employee (or an HR user on their behalf via the portal/back-office) signs by typing their full legal name; the system records the signed timestamp, the typed-name signature, and -- for evidentiary value -- the IP address and user agent
A signature is always bound to the exact
A signature is always bound to the exact policy version, so when a newer version is published the old acknowledgment no longer counts and a fresh task is opened automatically.
A scheduled job flags outstanding tasks as overdue
A scheduled job flags outstanding tasks as overdue once past due and flags previously-signed tasks as expired when their re-attestation interval elapses, re-opening them.
Send reminder emails for everything still outstanding, or
Send reminder emails for everything still outstanding, or target the overdue subset, straight from the policy or from a manager dashboard.
Live completion percentage per policy version
assigned, signed, outstanding and overdue counts.
A drill-down of exactly who signed which version,
A drill-down of exactly who signed which version, when, and from where, and a filterable outstanding list for follow-up.
Screenshots
Assignments
Jurisdictions
Attestations
Send Reminders
Outstanding Acknowledgments
Policies
Jurisdictions
Send Reminders
Compliance Report
Why Choose This Module
Why it matters "At-will employment", anti-harassment, PTO, code of conduct, social-media, remote-work and safety policies are only enforceable if you can show the employee actually received and acknowledged them. A signed acknowledgment with a timestamp, the exact policy version, and evidentiary metadata (IP address and user agent at the moment of signing) is what stands up when a policy is later disputed.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: hr, mail
- Support: support@pokutsoft.com
Update date: 2026-07-02