How To Publish an Employee Handbook

If you want to publish an employee handbook for all employees, or for individual employees,  here are the steps to implement the same in Carbonate.

Simply sign up to Carbonate with your credentials.

 

Step 1

Please login to carbonateapp.com with your credentials and then click on settings from the left side of the menu.

Step 2

Click ‘More’ and select the Employee Hand Book option on the drop-down list.

Step 3

To upload your chosen handbook to give your employees, select the Upload Document on the upper left corner as shown in the sample image. 

Step 4

To upload your document, select ‘Add File’ and choose your handbook of choice from your files.

Step 5

After choosing a file, Click ‘Save’.

Step 6

From your saved templates, choose which file you wish to publish.

To do that, select the ‘Publish’ option.

Case 1

If you wish all of your employees to see the handbook, select the ‘All your Employee Profiles’ for the drop-down list. And click the Publish button.

Case 2 (Step 1)

If you wish only for certain employees to see the handbook or the file you want to publish, select ‘Individual Employee Profiles’. Then click the ‘Publish’ button.

Step 2:

The Publish for selected Employees form will pop out. 

You can choose selected employees to view the handbook or the file you want to publish, by clicking on the blue arrow beside the employee name list as shown in the sample image.

You can also remove selected employees by clicking on the red X button beside the employee name list as shown in the sample image.

After doing so, scroll down at the bottom of your employees’ list, and click ‘Publish’

Case 3

If you wish to see the preview of your handbook before publishing it, click on the preview option, as shown in the sample image.

Case 4

If you wish to edit the content of your handbook template. Click on the ‘Edit’ option.

Step 1:

After clicking the edit button, it will let you edit your content in whatever you wish to do.

You can also download your template here, In the upper right corner as shown in the sample picture.

Step 2:

When you’re finished editing and doing the review, Select the ‘Publish’ option above as shown in the sample picture.

Next, click on Save or Publish if you want to publish it right away.

Employee Handbook

You can watch the video here:

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