An employee handbook intake form covers contact details, the Fair Work Award, worker types, available documents, and how handbook changes get acknowledged.
The moment a handbook needs writing or updating, the risky bit isn’t the formatting, it’s getting the facts straight so the final policies match how work actually runs. This employee handbook intake form collects the details that affect scope, price, and compliance risk, so the first draft doesn’t get built on assumptions.
The form opens with a short note on what the answers are used for, then moves through Your name, Email address, and Phone number before it gets into the operational questions. The second written section, What I need to know, frames the point of the next fields: the Fair Work Award, what documents and information exist already, which worker types the handbook should cover, and whether staff sign to acknowledge handbook changes... so the person reviewing the responses can spot gaps and follow up on the parts that could trigger the wrong wording.
- Employee Handbook Intake Form A short intro explains that the answers are used to scope and price an employee handbook, then points to a follow-up call.
- Your name A required full name field identifies who gave the instructions and who to contact if details conflict.
- Email address A required email field captures where the follow-up and draft questions should go.
- Which Fair Work Award covers your staff? A required text field records the award context so the handbook work can be checked against it.
- Which worker types should the handbook cover? A required multiple-choice question records whether the handbook needs to cover casuals, part-timers, and contractors, or only permanent employees.
Once the form is in Plutio, the responses land in one place, with required fields enforcing the basics that can’t be missed. The reviewer reads through the answers and follows up to arrange a short call, with the scope grounded in what the business actually does.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in an employee handbook intake form
| Part | What it covers |
|---|
Employee Handbook Intake Form | A short opening note explains what the form collects and that the reviewer will follow up to arrange a short call. |
Your name | A required name field captures who is providing the handbook details. |
Email address | A required email field captures the main contact address for the follow-up. |
Phone number | An optional phone number field gives a second way to reach the contact. |
What I need to know | A second written note frames the next questions as facts that change scope, price, or compliance risk. |
Which Fair Work Award covers your staff? | A required question records the Fair Work Award that applies to the workforce. |
What documents and information can you provide? | A required long-answer question captures what existing material can be shared for drafting and checking. |
Which worker types should the handbook cover? | A required multiple-choice question records which employment types the handbook should cover, including options for contractors and uncertainty. |
Do staff currently sign to acknowledge handbook changes? | A required multiple-choice question records the current acknowledgement practice, including a 'not sure' option. |
Who it is for
HR consultants, workplace relations advisers, and people drafting employee handbooks for owner-managed businesses who need the right inputs before writing policies.
The form in full
Employee Handbook Intake Form
This form collects the facts I need to scope and price your employee handbook. I will review your answers and contact you to arrange a short call.
- Your name (required)
- Email address (required)
- Phone number
What I need to know
Tell me the facts that change scope, price or compliance risk.
- Which Fair Work Award covers your staff? (required)
- What documents and information can you provide? (required)
- Which worker types should the handbook cover? (required)
- Yes, include casuals, part-timers and contractors
- Yes, include casuals and part-timers only
- No, only permanent employees
- Not sure
- Do staff currently sign to acknowledge handbook changes? (required)
- Yes, they always sign
- Sometimes, depending on the change
- No, they do not sign
- Not sure
