1
Enter your company name, locations, and effective date
Replace all [COMPANY NAME], [LOCATION], and [DATE] placeholders in the header and scope section. If the policy applies to multiple sites, list each by address.
π‘ If different sites have different protocols due to varying local regulations, create a site-specific addendum rather than trying to fit all variations into one document.
2
Check current public health guidance for your jurisdiction
Review the CDC website and your state or local health department before filling in isolation periods, mask requirements, and testing thresholds. These figures have changed multiple times and vary by jurisdiction.
π‘ Add a 'last reviewed' date and a named authority citation to each section where you insert specific numbers β this makes it clear when the policy was calibrated and to what guidance.
3
Define your health screening process and assign accountability
Choose between a digital attestation, a paper form, or a temperature check station. Name the specific role responsible for reviewing and logging screening results each day.
π‘ A digital attestation tool that timestamps each submission is far easier to audit than paper forms, which are frequently lost before an exposure event is investigated.
4
Set mask and PPE rules for each zone in your workplace
Walk through your physical space and list every area β reception, open office, meeting rooms, break room, warehouse floor β and assign a mask rule to each based on ventilation and density.
π‘ Attach a floor plan with zones marked as a policy appendix. Visual references reduce confusion and are easier to update than text descriptions when the floor plan changes.
5
Write the exposure notification and contact tracing steps
Specify who an employee calls first when they test positive, how quickly the company will notify close contacts, and what information will and will not be shared to protect employee privacy.
π‘ Pre-draft the notification email template and store it with this policy β when an exposure happens, you will need to act within hours, not draft language from scratch.
6
Document remote work eligibility and expectations
List which roles can work remotely, the approval process, core availability hours, and the equipment the company provides versus what the employee supplies.
π‘ Distinguish between emergency remote work (triggered by a public health order) and ongoing flexible work β using the same policy for both creates long-term expectations that are hard to walk back.
7
Distribute, collect acknowledgments, and schedule a review date
Send the policy to all employees with an acknowledgment requirement and a deadline. Set a calendar reminder to review the policy every 90 days or whenever public health guidance materially changes.
π‘ Store signed acknowledgments in each employee's HR file β not in a shared folder that can be accidentally deleted or overwritten.