Compliance Made Easy®

For over 25 years, First Reference has helped Canadian businesses and non-profits to comply with payroll and employment law and to create and update policy manuals for HR, Finance, Accounting, IT and accessibility essential for duty of care obligations.

 

Policy Management

PolicyPro® provides quick and easy access to hundreds of sample policies, forms and checklists in addition to the cloud platform that automates policy creation, distribution, sign-off and reporting.

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HR Compliance

The Human Resources Advisor™ offers clear, current and comprehensive HR and payroll compliance and best practice coverage, hundreds of crucial government and HR forms and much more.

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Payroll Administration

PaySource® offers all the information and guidance you need as a payroll professional to understand and manage compliance with hundreds of federal and provincial regulatory requirements.

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Internal Controls

Finance & Accounting offers sample policies cross-referenced to COSO and PEG. Information Technology has policies built upon ITCG and COBIT. Not-for-Profit includes policies, forms and checklists on the essential issues.

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What our clients say …

  • 5
    Firstly, the sheer breadth of what one needs to know to run a charitable organization in Canada is overwhelming, and I speak as someone with a Law degree, so reasonably educated… 😉 Secondly, as a Church Administrator, one of my duties is to help our Board (which uses a Policy Governance model), create and implement the policies which they approve. Enter First Reference Policy Pro where, quite frankly, Subject Matter Experts come up with draft policies that make ME look like a genius! THANK YOU, THANK YOU, THANK YOU! 🙂 and THEN, when you renew your subscription, they keep me up to date with any changes as we go. THANKS AGAIN! Run, dont walk, to First Reference Policy Pro.
    Carmen Gauvin-O’Donnell
  • 5
    I have used First Reference to guide Company policy creation and compliance for many years. I can honestly say that First Reference has been an invaluable resource, well worth the investment and if you ever have questions they are great to work with!
    Gillian Litvin
    Senior Manager, Human Resources
  • 5
    First Reference provides the means to understand why and how to implement policies that reflect your environment. You still have to do the work, make the necessary changes and additions that relate to your work place, it's culture and the people who keep the lights on. It also provides the due diligence tools that assist in training and developing your employees knowledge base while providing evidence to any auditor that may enter into your facility. All in all, a very well rounded product.
    Marina Butler
  • 5
    An excellent resource to ensure policies and procedures are well produced and in adherence to legislation and best-practices. Staff were very good at onboarding and providing assistance on setting up custom IT polices. Good investment for setting up IT policies for any organization and a time saver instead of starting from scratch.
    George Harper
  • 5
    The chief staff at a small organization has to be a bit of a Jack/Jill of all trades; I have found HRInfodesk to be invaluable to keep me up to date timely articles.
    Karen Close