All Tools

Scroll down the page to browse all of our downloadable tools, or select a category below to narrow your view down to a specific tool type.

Policies & Procedures

Policies and procedures influence and determine major actions and processes throughout an organization. These policy and procedure samples can be used to review and update existing documentation or to create new documentation to promote the conduct and consistency of authorized activities.

The following 357 tools are listed based on Content Data.
Policies & Procedures

Invoicing Policy

This sample outlines a set of policies and procedures for invoicing customers and issuing invoice corrections.
Subscriber Content
Mon, Mar 11, 2024
Policies & Procedures

Company Holiday Policy (United States)

Use our Company Holiday Policy (United States) to establish guidelines and procedures to follow when defining employee eligibility for public holidays in the United States.
Subscriber Content
Mon, Mar 11, 2024
Policies & Procedures

Internal Audit Independence Code of Ethics Policy

Utilize the procedures and standards in this policy to apply and uphold relevant rules of conduct.
Subscriber Content
Mon, Mar 11, 2024
Policies & Procedures

Invoice Deductions Policy

Learn about trade and non-trade deduction procedures in the retail sector through our detailed Invoice Deductions Policy.
Subscriber Content
Mon, Mar 4, 2024
Policies & Procedures

Investments Policy

Organizations can use this policy to set forth the appropriate guidelines for investing the surplus cash of the company.
Subscriber Content
Mon, Feb 26, 2024
Policies & Procedures

Investment Income Policy

This Investment Income Policy sets forth the appropriate guidelines for recording revenue on the sale of investments.
Subscriber Content
Mon, Feb 26, 2024
Policies & Procedures

New Disclosures Policy

This policy is intended to facilitate the early detection and disclosure of reportable items to the SEC and to improve the efficiency and effectiveness of compliance efforts.
Subscriber Content
Mon, Feb 19, 2024
Policies & Procedures

Order Management Policy

This sample policy outlines procedures to be followed by the customer service team when processing orders.
Subscriber Content
Mon, Feb 19, 2024
Policies & Procedures

Non-Standard Terms Policy

This sample policy establishes a streamlined process to authorize non-standard discounts on products or services or non-standard terms (NST) to end-user customers or channel partners.
Subscriber Content
Mon, Feb 12, 2024
Policies & Procedures

Overtime Policy

Organizations can use this policy to ensure compliance with the Fair Labor Standards Act (FLSA) or other pertinent state or local laws, rules and regulations governing overtime worked.
Subscriber Content
Mon, Feb 5, 2024
Policies & Procedures

Purchase Order Policy

Organizations can use the guidelines in this sample policy for purchase order (PO) processing and vendor setup and maintenance.
Subscriber Content
Mon, Jan 22, 2024
Policies & Procedures

Petty Cash Policy

Define the guidelines for your organization’s petty cash disbursement and reimbursement process with this policy sample.
Subscriber Content
Mon, Jan 22, 2024