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Created On: 09/02/2026
in Training Steps Go to Training. Click New Assignment (or Assign Training). Choose the course or item, who it is assigned to (a person, role, or group), and the due date. Save. Assigned people can complete training from their portal. Progress shows on t...
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Created On: 09/02/2026
in Policies & Procedures Steps Open the policy book. Choose Export or Download PDF. Save the file. Use the PDF when you need a dated copy for a board packet, auditor, or new-hire packet. The live book in HelpOne remains the source of truth. ...
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Created On: 09/02/2026
in Policies & Procedures Steps Open the policy or chapter. Choose Submit for Approval (or the equivalent workflow action). Select the reviewer if prompted. Save. Once approved, the current version is what staff and volunteers see. Older versions remain in history. ...
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Created On: 09/02/2026
in Policies & Procedures Policy books in HelpOne are living documents. Chapters stay together, and you can export a current PDF when you need a snapshot. Steps Go to Policies & Procedures. Click New Policy Book (or New Policy). Add a title, who it applies to, and the f...
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Created On: 09/02/2026
in HR & Staff Steps Open the staff record. Choose Reviews, then start a new review or open one that is due. Complete the sections your organization uses (goals, comments, ratings). Save. Submit when the review is finished. Tip: Keep reviews on the staff re...
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Created On: 09/02/2026
in HR & Staff Request time off Go to HR or Time Off. Click Request Time Off. Choose the type (vacation, sick, personal), dates, and any notes. Submit. Approve time off Managers and administrators see pending requests on the dashboard or in HR. Open the ...
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Created On: 09/02/2026
in HR & Staff Onboarding in HelpOne collects the forms, policies, and training a new staff member needs in one place. Steps Open the staff record. Start Onboarding or attach an onboarding checklist if your organization has a template. Assign any required pol...
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Created On: 09/02/2026
in HR & Staff Staff records are for people on payroll or contract, not volunteers. Steps Go to HR or Staff in the main navigation. Click Add Staff or New Staff Member. Enter the person's name, work email, role or title, start date, and manager if you have on...
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Understand and use the audit log / activity history in HelpOne.
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Created On: 08/15/2026
in Contacts & Organizations How to create a new organization or company record in HelpOne.
