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HOW-TO GUIDE

How to write a workplace policy

Whether you have them written down or not, every business has operating procedures and guiding principles. When you have more than one employee, documenting these policies helps guide decisions, ensure consistency, clarify expectations, and save time.

15 min read Updated January 2026
Georgia Morgan

Written by

Georgia Morgan

General information only – not legal advice

This guide provides general information about writing workplace policies for Australian businesses. It does not constitute legal, HR, or professional advice and should not be relied on as a substitute for advice specific to your business, workforce, or circumstances.

What is a workplace policy?

A workplace policy is a formal document that outlines your organisation's practices and procedures on a specific topic — from day-to-day operational matters to compliance with employment legislation .

Well-written and clearly communicated policies help set clear expectations around employee behaviour and workplace procedures, which means everyone can get on with business. Workplace policies also safeguard your organisation from risk — if you don't have a policy, it's very difficult to defend certain claims that might be brought by an employee.

EXAMPLE

Sample workplace policy

Here's what a typical workplace policy document looks like with the key sections highlighted.

Code_of_Conduct_Policy.docx

A typical workplace policy includes:

  • Purpose — Why the policy exists
  • Scope — Who it applies to
  • Policy statement — The rules
  • Consequences — What happens if breached
  • Approval & review — Version control
KEY DISTINCTION

Policy vs procedure: What's the difference?

Policies and procedures are both important, but they serve different purposes.

Policy

A set of guiding principles or rules that outline your organisation's objectives, goals, and expectations.

Provides the "what" and the "why"
Written broadly and generally
Framework for decision-making

Example: "We don't tolerate workplace bullying."

Procedure

A step-by-step process that outlines how a specific task or activity should be performed.

Provides the "how"
More specific and detailed
Clear instructions to carry out tasks

Example: "Report bullying to HR within 48 hours using the grievance form."

Practical tip

Unless you're going for quality accreditation, separating policies from procedures often confuses employees. Some only read the policy bit, others only the procedures, leading to confusion. Merging the two into one document makes it more likely your team will read, understand, and comply with your directions.

Ready to write procedures? See our step-by-step procedure guide
CHOOSE YOUR METHOD

Three ways to create policies

Each method has trade-offs. Here's how they compare.

Write from scratch

Create custom policies using Word or Google Docs. Maximum control but requires significant time and expertise.

Fully customised
No template fees
Very time-consuming
Compliance risk

Best for: Unique policy requirements

Start with pre-written Australian templates and customise to your business. Faster but still requires manual work.

Faster than scratch
Australian-specific
Manual distribution
No tracking

Best for: Small teams getting started

Recommended

Dedicated tools with built-in templates, digital acknowledgements, and compliance tracking.

Built-in templates
Digital signatures
Compliance tracking
Version control

Best for: Growing teams (5+ employees)

STEP-BY-STEP

How to write a workplace policy

Follow these steps to create a compliant, practical policy. The Business Victoria template is a good starting point.

1

Identify the policies you need

Start by identifying the policies you need based on your organisation's size, industry, and culture.

Key actions:

  • Review any incidents or issues that prompted the need
  • Check legal requirements (Fair Work Act, WHS, Privacy Act)
  • Consider common policies: code of conduct, leave, harassment, social media
  • Define who the policy applies to (employees, contractors, visitors)
2

Identify key stakeholders

Identify the key stakeholders affected by the policy, involve them in the process, and obtain their feedback.

Key actions:

  • Include managers who will enforce the policy
  • Consult with a workplace relations lawyer or HR consultant
  • Get input from employee representatives where appropriate
  • Consider union consultation requirements if applicable
3

Research the legal requirements

Make sure you research the legal requirements related to each policy to support compliance with laws and regulations.

Key actions:

  • Check Fair Work Act and National Employment Standards
  • Review your applicable Modern Award provisions
  • Consider WHS legislation for safety-related policies
  • Review anti-discrimination and privacy legislation
4

Determine purpose and scope

Before writing, determine the purpose, scope, and intended audience. Define what the policy will address and to whom it applies.

Key actions:

  • Write a clear purpose statement (1-2 sentences)
  • Define the scope: who, what, where, when
  • List any exclusions or exceptions
  • Identify related policies that should be cross-referenced
5

Draft and customise

Every business is different. Make sure the policy reflects your company's unique culture, values, and specific needs.

Key actions:

  • Use clear, simple language (avoid legal jargon)
  • Include specific examples of acceptable and unacceptable behaviour
  • Add consequences for non-compliance
  • Include a mechanism for reporting issues
6

Obtain approval and implement

Once finalised, obtain approval from key stakeholders and management, then communicate effectively to all staff.

Key actions:

  • Get sign-off from management or board
  • Add version number and effective date
  • Distribute via email with acknowledgement request
  • Include in onboarding for new employees
WRITING TIPS

Language style guide for policies

The best policies for small businesses — meaning the ones that actually get read and actioned — are simple, easy to understand, and conversational in tone.

Use simple language

Write in easy-to-understand language. Using "you" in your policies is fine to aid clarity.

Be concise

Use short sentences and paragraphs. Avoid unnecessary or redundant information.

Use active voice

"Employees must complete the form" not "The form must be completed by employees."

Be specific and detailed

Include concrete examples of acceptable and unacceptable behaviour to avoid confusion.

Be consistent

Use consistent terminology throughout the manual to avoid confusion or ambiguity.

Include review dates

Set a schedule for regular policy reviews — at least annually or when legislation changes.

Policy checklist

Clearly explain expected conduct and consequences
Ensure all employees have easy access
Regularly audit to keep up-to-date with laws
Include in onboarding for all new hires
Conduct regular training on key policies
Document employee acknowledgements
SOFTWARE METHOD

Create policies with RosterElf HR hub

What takes hours manually can be done in minutes with the right HR software.

1

Choose a template

Browse our library of Australian-compliant policy templates. All policies are written by HR and legal experts.

2

Customise for your business

Add your company name, adjust specific clauses, and tailor the policy to your workplace needs.

3

Publish to staff

One click sends the policy to all employees via the mobile app. They receive instant notification.

4

Track acknowledgements

See who has read and acknowledged each policy. Automatic reminders for those who haven't.

Try RosterElf free for 14 days

No credit card required

DETAILED COMPARISON

Feature comparison

See exactly how each method stacks up across key features.

Setup time

From scratch 4-8 hours
Templates 1-2 hours
HR software 15-30 minutes

Legal compliance check

From scratch Manual research
Templates Partial coverage
HR software Built-in guidance

Version control

From scratch Manual tracking
Templates Manual tracking
HR software Automatic

Staff acknowledgement

From scratch Email/print sign-off
Templates Email/print sign-off
HR software Digital signatures

Policy updates

From scratch Start from scratch
Templates Edit document
HR software One-click update

Distribution

From scratch Manual (email/print)
Templates Manual (email/print)
HR software Instant to all staff

Compliance tracking

From scratch Spreadsheet
Templates Spreadsheet
HR software Dashboard reports

Mobile access

From scratch Limited
Templates PDF only
HR software Full app access
AVOID THESE

Common policy mistakes

Learn from others' errors. These mistakes can expose your business to legal risk and employee disputes.

Using overseas templates without localisation

Consequence: Policies may breach Australian employment law or miss NES requirements

Solution: Always use Australian-specific templates or have policies reviewed for local compliance

Writing policies that are too rigid

Consequence: Unable to apply discretion in individual circumstances, leading to unfair outcomes

Solution: Use language like 'generally' or 'typically' rather than absolutes like 'always' or 'never' policy management

Not getting employee acknowledgement

Consequence: Can't prove employees were aware of policy if disputes arise

Solution: Require digital or signed acknowledgement from all staff when policies are issued

Failing to review and update policies

Consequence: Policies become outdated and may conflict with current legislation

Solution: Schedule annual policy reviews and update when laws change

Inconsistent enforcement

Consequence: Claims of unfair treatment or discrimination, potential unfair dismissal claims

Solution: Apply policies consistently across all employees and document all decisions

FAQs

Frequently asked questions about writing workplace policies

  • A workplace policy is a formal document that outlines your organisation's practices and procedures on a specific topic — from day-to-day operational matters to compliance with employment legislation. Well-written policies help set clear expectations around employee behaviour and workplace procedures.
  • A policy provides the "what" and the "why" — guiding principles or rules that outline your organisation's objectives and expectations. A procedure provides the "how" — step-by-step instructions for carrying out specific tasks. For example, a policy might state "We don't tolerate workplace bullying" while the procedure explains "Report bullying to HR within 48 hours using the grievance form."
  • The Fair Work Ombudsman recommends having at minimum: a code of conduct, harassment and bullying policy, work health and safety policy, anti-discrimination policy, leave and attendance policy, and grievance handling policy. Additional recommended policies include social media, internet and email use, drug and alcohol, and remote work policies.
  • Workplace policies should be reviewed at least annually, or whenever there are significant changes to legislation (such as the Fair Work Act), your business operations, or industry standards. The 2024 changes including the right to disconnect and positive duty requirements are examples of legislative changes that require policy updates.
  • While you don't legally need a lawyer to write workplace policies, it's highly recommended to have policies reviewed by an employment lawyer or HR professional to ensure they comply with Australian employment law, the Fair Work Act, and relevant modern awards. Using Australian-specific templates provides a strong foundation.

Regulatory sources

This guide is aligned with official Australian workplace regulations on policies and procedures.

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