An employee handbook intake form covers company details, headcount, handbook status, employee locations, stakeholder contacts, and whether manager forms are needed.
A handbook starts as a set of decisions that have to hold up when something goes wrong, not a page copied off the internet. The Employee Handbook Intake Form collects the facts a policy & compliance team needs before they scope the work, so the finished handbook doesn’t promise things the floor can’t actually follow. The form runs in a firm purple with an olive accent under Raleway headings and Inter body text, which keeps the tone buttoned-up without turning into marketing.
The form opens with a short note on what the answers get used for, then moves through contact basics and the core handbook questions. The business fills in company name or legal entity, headcount, and where employees are based, then chooses whether the work starts from the current handbook, a full rewrite, or no handbook at all. The last choice flags manager forms like write-ups and acknowledgements, so the scope doesn’t skip the documents supervisors reach for first.
- Employee Handbook Intake Form The opening written section explains what the answers are for and that someone will follow up to confirm the proposal and kickoff.
- Your name A required full-name field identifies who’s responsible for the request.
- Handbook details The main question block captures company name or legal entity, headcount, handbook status, involved stakeholders, employee states, and whether manager forms are included.
- Which states are your employees based in? A required long-answer field records where employees work so state-specific policy questions don’t get missed.
- Do you want manager forms included (write-ups, acknowledgements)? A required choice sets whether to include the manager templates, or to focus on policies only.
In Plutio, the Employee Handbook Intake Form collects responses in one place, leaving you to review the details and follow up to confirm the proposal and kickoff.
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 intro frames the form as a way to gather current policies and needs, then flags a follow-up to confirm the proposal and kickoff. |
Your name | A required name field records who submitted the intake. |
Email address | A required email field gives the reply-to address for follow-ups. |
Phone number | An optional phone field covers teams that prefer a call over email. |
Handbook details | A second intro explains that the next answers drive scoping and proposal prep for policy & compliance support. |
Company name or legal entity | A required text field captures the entity name the handbook work applies to. |
How many employees do you have? | A required number field records headcount for scope and policy coverage. |
Do you want us to keep and only fix your current handbook? | A required multiple-choice question records whether the job is a fix-up, a full rewrite, starting from scratch, or advice on the best approach. |
Who from your team should be involved and what can you provide to start? | An optional long-answer field captures stakeholders and the materials available to begin. |
Which states are your employees based in? | A required long-answer field records employee locations across states. |
Do you want manager forms included (write-ups, acknowledgements)? | A required multiple-choice question records whether manager forms are included, excluded, or still undecided. |
Who it is for
HR consultants, policy & compliance advisors, and people drafting or updating an employee handbook who need clean intake answers before scoping the work.
The form in full
Employee Handbook Intake Form
Tell us about your current policies and needs so we can scope policy & compliance support. We will review your answers and follow up to confirm the proposal and kickoff.
- Your name (required)
- Email address (required)
- Phone number
Handbook details
Answer these items so we can scope policy & compliance support and prepare a proposal.
- Company name or legal entity (required)
- How many employees do you have? (required)
- Do you want us to keep and only fix your current handbook? (required)
- Yes, keep and fix risky parts
- No, full rewrite
- I do not have a handbook
- Not sure, please advise
- Who from your team should be involved and what can you provide to start?
- Which states are your employees based in? (required)
- Do you want manager forms included (write-ups, acknowledgements)? (required)
- Yes, include those templates
- No, we only want policies
- Not sure, please advise
