Copedia Template Library

Template Library

The Copedia Library is a template library that includes the complete Copedia Framework with accounting, management, internal control, human resource, safety, project management and sales in one download.

The complete Content Library contains over 100 accounting and management templates of policies, procedures, spreadsheets, 700 internal controls with a risk management framework, 100 HR policies plus a payroll procedures manual, a complete safety program, thousands of forms, important laws, and 1500 links to additional content, about 25MB in all. You can license the templates in modules or license the entire Content Library.

Our system of policies and procedures is designed to help businesses document their processes and implement professional management techniques. The following partial list is a sample of what you will find in our template library.

Policies, procedures, internal controls, templates, flowcharts, spreadsheet tools and forms.

Template Library Overview

The following is a very brief overview of the Copedia Template Library. Click on the headers to learn more.

The Copedia Library provides the documents and spreadsheets necessary for developing an Accounting Manual, Management Handbook, Office Manual, Employee Manual, Safety Program, PM Manual and Sales Manual. Easy to accomplish with a complete and thorough template set. You will be able to develop an integrated system of policies and procedures with this template library.

 

Accounting Manual and Management Policies

Templates of Policies, Procedures, and Internal Controls.

  • Accounting System Overview
  • General Ledger and Financial Reporting
  • Purchasing
  • Accounting for Expenses
  • Accounts Payable
  • Cash Disbursements
  • Cash, Cash Drawers and Petty Cash
  • Accounting for Revenue
  • Sales Returns
  • Credit, Accounts Receivable and Collections
  • Payroll and HR
  • Assets
  • Inventory
  • Liabilities
  • Equity, Warrants and Options
  • Accounting Flowcharts
  • and more...

Management Policies

Management policies and procedures with evaluation tools. A template set including business policies, procedures, spreadsheet tools, and internal controls covering:

  • Business and Strategic Planning
  • Forecasting and Capital Budgeting.
  • Ethics
  • Code of Conduct
  • Email
  • Fraud
  • Division of Duties
  • Job Cost
  • Projects
  • Office Tasks
  • Risk Management
  • Planning
  • Sales
  • Management Best Practices
  • Benchmarking
  • and more...

Internal Control

Copedia Template Library

Internal control procedures include our control checklists and spreadsheets. The controls cover accounting, management, HR, safety, grants, projects and sales. A partial list includes:

  • Financial Reporting
  • Assets and Cash
  • Liabilities
  • Purchasing
  • AP and Disbursements
  • Revenue and AR
  • Receipts and Cash Drawers
  • Payroll and HR
  • Project and Grants
  • Sales and Marketing
  • Management Controls

Human Resources

Our templates provide a standard HR Framework. Add your own content or use ours - either way the framework helps keep you organized.

Develop your Payroll, Employee, and Human Resource Policies and Procedures Manuals with Copedia templates. Also includes HR forms, hiring and employee termination procedures.

  • Recruiting and Interviewing
  • Onboarding
  • Managing
  • Offboarding
  • General Employment Polices and Procedures
  • Absences and Leaves
  • Wages and Salary
  • Benefits
  • Codes of Conduct and Corrective Action
  • Recruiting, Hiring and Terminations
  • Travel and Reimbursement
  • Internet, Email, Cell and Social
  • Supervisor Handbook and Reporting
  • Forms
  • Posters and more...

The forms module includes everything from job descriptions to independent contractor agreements. If you need a HR form, you will likely find it either in our forms directory or through LibLink. LibLink contains an extensive HR section covering forms, HR sites, quality examples, and HR organizations.

The HR module includes over 100 Employee policies. The following is a more complete list to the templates included in our Employee Manual / Handbook:

Safety Program

This is a complete Safety Program and not just a safety manual. Medical, construction, warehousing, industrial and office versions. This will help you comply with OSHA. This product is complete with company policies, procedures handbooks, manuals, forms, and Training Aids. A partial list of includes is:

  • Safety Polices, Procedures and Forms
  • Responsibilities
  • Guidelines for Safety
  • Worksite Hazards and Hazard Identification
  • Hazard Prevention
  • Blood Borne Pathogens
  • Surfaces - Walking and Working
  • Hearing
  • Accident and Physical Damage Reporting
  • Designated Medical Provider
  • Records and Training
  • Posters and more...

Project Management

Ideal for producing a PM manual for your project managers.

project management manual

Includes spreadsheet tools.

summary of contracts

Sales Management

Sales Manual Pro - Sales and pipeline management for individuals and sales teams.

Templates Download in Word and Excel

All Templates download in MS Word and Excel for easy customization.

Copedia Apps

Looking to take the next step? Based on our templates, Copedia apps can deliver your content, including video, to your employees via their smart devices. For example, the Copedia HR App provides direct access to your HR documents and employee manuals. Copedia Apps works with Android, Mac OS X, IOS and Windows devices. Our apps are easy to customize and you can add your content by copy and paste. Let us know if you want to upgrade.

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Your Best Source for Policies, Procedures, Internal Controls, Forms, Manuals, Handbooks and Apps

Since 2001
Copedia is a Trademark of Endeavor, Inc.
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