A clear expense policy covering what is reimbursable, approval thresholds, submission deadlines, and documentation. Use it so your team spends sensibly and gets paid back fast.
This policy explains which work expenses {{Company name}} reimburses, how approval works, and how to submit a claim so it is paid quickly. The guiding principle is simple: spend company money the way you would spend your own on a sensible day, and keep the receipt.
Submit claims within {{Submission window, e.g. 30 days}} of the date the expense was incurred, and no later than {{Hard cutoff, e.g. the end of the following month}}. Late claims are reviewed case by case and may be declined, so do not sit on receipts.
Approved claims are reimbursed with the next payroll run or within {{Payment timeline, e.g. 15 days}} by bank transfer, whichever your location uses. If a line is declined, you will receive a written reason and can resubmit with the missing information.
If you are unsure whether something is reimbursable, ask {{Approver title}} before spending. Exceptions to this policy require written approval and are recorded together with the claim.
Not legal advice
This template is provided for general informational purposes only and is not legal advice. Laws differ by jurisdiction and change over time — have a qualified professional review any document before you rely on it.
A structured ramp plan managers adapt per role: learning goals for the first month, ownership goals for the second, delivery goals for the third, with owners and checkpoints.
An anti-harassment and anti-discrimination policy defining prohibited conduct, the complaint procedure, investigations, and retaliation protection, ending in a signed acknowledgment. Use it to document that every hire has read the policy.
A candidate-facing consent form for background screening that sets out what the check may cover, how data is handled, and the candidate's rights. Use it before ordering any screening.
Personal-device policy with a security baseline, device-management consent, data separation rules, and off-boarding data removal, closed by a signed acknowledgment. Use it before granting work access on a personal phone or laptop.
A complete code of conduct covering respect, integrity, conflicts of interest, company assets, and reporting channels, with a signature confirming agreement to uphold it. Use it during onboarding for every new team member.
A disclosure form employees complete to report outside activities, financial interests, and family relationships that could conflict with their duties. Use it at onboarding and for periodic refreshes.