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All you need to manage your policies
PolicyPro is the all-in-one policy management software with Canada’s best collection of model policies, guides, forms and news updates. It’s the fastest and easiest way to comply with your legal obligations and manage the risks, develop a high-performing workplace culture and stay up to date with changes.
With your free trial, you’ll quickly see how easy it is to use PolicyPro’s tools to:
using expert policy templates, distribution, sign-off, and tracking tools
with the weekly newsletter, comprehensive commentary and how-to guides
with a central hub for internal rules and bulletin board tools.
* Included With Every Plan
|Policy Content and Updates|
|Complete set of model policies and forms|
|Commentary by subject-matter experts outlines needs and considerations for each policy|
|Policies, quizzes and forms templates continuously updated for changes in compliance and best practice|
|Required government postings for every jurisdiction|
|Weekly newsletter, Inside Policies reports new and revised policies and why they are important|
|The 14 policy databases include 1,000’s of sample policies and forms for HR, accessibility, finance, IT non-profits and more|
|Create, update and archive your policies and procedures online|
|Build and/or upload up to 12 policy and procedure manuals|
|Use or revise existing quizzes or create new ones to ensure employees read and understand each policy|
|Post policies and quizzes to employees’ online accounts|
|Reports track successful completion of assigned policies|
|Employee bulletin board to share company memos and required government postings|
|Online select and post Required government postings to staff|
|Communicate with staff using built-in email functionality|
|Secure and centralized document storage hosted in Canada|
|On-boarding to help you get your policies and manuals online|
|In-context help and technical support|
|Ask the Editor your questions about content and suggest new policies|
What topics does PolicyPro® cover?
PolicyPro® is available for Human Resources, Finance, Information Technology, Accessibility, Not-for-Profit, Corporate Governance, and Operations and Marketing.
Human Resources PolicyPro®
HRPP offers a comprehensive library of HR policies and procedures. Each provincial database meets the latest minimum legislative requirements for the jurisdiction. For each topic, an extensive commentary outlines why the policy is needed and the factors to consider when creating the policy.
Finance & Accounting PolicyPro®
Finance and Accounting (includes Corporate Governance, Operations and Marketing) model policies and commentaries are based on Canadian compliance and best practice and cross-referenced to COSO, essential for building robust internal controls and minimizing risk.
Information Technology PolicyPro®
The Information Technology database offers expert-prepared policies on systems and data management, security, disaster planning and much more. Policies are cross-referenced to CobiT to ensure your policies are complete and comprehensive.
The Not-for-Profit database covers the essential topics of Advocacy and Public Policy, Corporate Administration, Financial Management, Governance, Human Resources, Marketing and Membership. The policies are an essential tool for appropriate action and ethical decision making.
Accessibility Standards PolicyPro®
Accessibility Standards database is a unique collection of policies that provides a step-by-step approach to the AODA. It includes policies prepared by accessibility specialists on customer service, information and communications, employment, transportation, the built environment and the design of public spaces.
What are you waiting for?
From policy to sign-off ™
There’s no risk, no obligation, and no credit card required.
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Established in 1995, First Reference provides organizations with practical and authoritative resources to help ensure compliance with constantly changing Canadian legislation and best practice
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