Find your next step

Where do I begin?

Download and unzip your toolkit. Open the file named 1. START HERE.pdf first, then follow the guide to 2. Company Setup.html in the same folder. Earlier editions use these filenames without the number prefix. Enter your company choices, review your policy, and confirm approval before creating your employee package.

Do I fill out the PDF?

No. Complete the guided setup, review the generated policy, and confirm company approval. The downloaded company package contains the finished employee policy. Changes made separately in Word do not return to the setup tool.

Where do employees acknowledge the policy?

Employees complete training, read the policy, and ask questions before responding through the company’s chosen email, form, or HR system. The company keeps the received response. Neither the policy PDF nor the offline training file collects a signature or records completion.

How do I change a rule later?

Open the file named 2. Company Setup.html, select Open Saved Setup, and choose your latest saved Company Setup.json file; its name may include a version number. Change what is needed, review the differences, and approve your next version. Keep your earlier approved packages and acknowledgment records.

How do we record employee completion?

The generated Company lead folder includes the Employee Acknowledgment Tracker. Use its Excel-format file in Google Sheets, or the separate native Numbers file in Apple Numbers. These are alternatives: keep one working tracker or use your existing HR system. The lead reviews each received response, saves the evidence privately, and then records completion. The tracker does not read your inbox or send reminders.

You can paste a roster as values into the name and work-email input columns instead of typing each employee separately. Keep dropdown and calculated columns intact. Employee records stay in your chosen company system; do not put the roster into Company Setup or send it to AI Parameters.

Which spreadsheet app should we use?

Google Sheets is our recommended option for the tested Excel-format trackers. The acknowledgment tracker also includes a separate native Numbers file with its own menus. Desktop Excel has not been verified, and the separate operating workbook may behave differently in Numbers. Check the included instructions and keep one authoritative working copy.

Does every monthly update require a new policy?

No. Ongoing Guardrail Updates identifies what deserves attention. The company decides whether a recommendation applies and approves any policy change. A new month does not change company rules automatically.

Billing and cancellation

Open the secure Stripe billing portal to view invoices, manage payment details, or cancel future renewals. Use the email address used at checkout. Read the cancellation date shown in Stripe and keep the confirmation.

Missing your toolkit?

A Stripe receipt is separate from toolkit delivery. Check the purchase inbox and spam folder. If the toolkit is missing or cannot be opened, email support@setparameters.com with the purchase email address and a short description. Do not purchase again to solve an access problem.

Product help

Include the toolkit edition, file or setup step, and what happened. Describe the issue without attaching completed company files. Support explains the product; the company decides its approved tools, rules, exceptions, and employee requirements. This is not a consulting, implementation, or legal-advice channel.

Keep sensitive information out

Do not send employee records, client information, passwords, payment-card details, account codes, or confidential company material through support.