Policies & Procedures

How can I use Policies & Procedures records?

ThePolicies & Procedures records in Goldenseal business management software are a convenient place to store the details of running your business. You can use them for any of the following information:

  • Business procedures-- the way you handle any type of business situation
  • Customer policies-- any of the details for your customer relations handling
  • Employee policies-- for drugs, email, hiring and firing, privacy and other items
  • How-to instructions-- for equipment, computer programs or general problems
  • Mission statements-- your company philosophy

The Policies & Procedures records are a useful reference for employees. Having formal written policies can also help protect you against some types of lawsuits (e.g. wrongful termination).

HINT-- Goldenseal doesn't care what you enter into Policies & Procedures records. If there is some other data you'd like to store there, it is perfectly fine with us!

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