HR Documents and templates
First Reference

HR Documents and Templates - in partnership with First Reference

HR Documents and Templates provides compliance-focused policies and procedures and current best practices for all your workplace compliance needs, including human resources, accessibility, finance and accounting, information technology and non-profits and charities.

PolicyPro provides employers, managers, executives, and business owners access to:

  • The policies and procedures that are essential to minimize risk and reduce inefficiency
  • 1000s of legally reviewed sample policies, procedures, forms, checklists and other valuable documents, including expert commentary
  • Easy-to-use tools to develop and strengthen internal controls for HR, finance and accounting, accessibility, not-for-profit, information & technology, operations & marketing
  • Policies and procedures that are ready-to-use or can be easily customized and distributed using the PolicyPro software
  • Regular updates with new and revised policies to keep your policy manual up to date

How does it work?

You get the PolicyPro desktop manual for a handy reference, full of expert commentary on every sample policy and procedure, plus the PolicyPro software to customize, develop, distribute and manage your policies.

Accessibility Standards PolicyPro

This PolicyPro offers all the resources you need to implement the requirements of every accessibility standard of the Accessibility for Ontarians with Disabilities Act (AODA). The updates will ensure your accessibility policies are always current with the many changes to AODA that have been proposed.

Finance & Accounting PolicyPro

Finance & Accounting PolicyPro has over 270 sample policies, procedures and other documents, plus authoritative commentary in the areas of finance, corporate governance, operations and marketing. Extensive cross-references to COSO and CPEM help organizations implement effective internal controls to minimize risk and meet compliance requirements.

Human Resources PolicyPro

With Human Resources PolicyPro, all the work of researching, writing, formatting and distributing employment policies is done for you. Over 150 sample policies, procedures, forms and checklists will help you stay in compliance with the unique requirements of your province. The policies are written by an HR specialist and reviewed by employment law experts including McCarthy Tétrault, Harris & Company and Cox & Palmer.

Information Technology PolicyPro

With over 140 sample policies, procedures, forms and checklists, Information Technology PolicyPro is a practical and effective way of designing, implementing and reviewing IT controls in the context of your overall business strategy. Policies and procedures are cross-referenced to the leading standards, COBIT and ITCG, to ensure compliance and best practice throughout the organization.

Not-for-Profit PolicyPro 

For the executive director responsible for developing and maintain the essential internal controls for managing the modern non-profit organization. This comprehensive service includes corporate administration, governance, human resources, marketing and membership, financial management, advocacy and public policy.