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HR policy document workflow for Tallyfy
Set clear social media rules without being overbearing
Social media policies often swing between too vague to enforce and too restrictive to be reasonable. This template helps you communicate clear guidelines for personal and official accounts, crisis response, and enforcement - protecting the company without overreaching.
7 steps
Run this document in Tallyfy
1
Import this template into Tallyfy and assign HR to communicate personal and official account guidelines through the 7-step document structure 2
Configure 1-day deadlines in Tallyfy for each policy section from scope definition through training implementation to keep rollout on track 3
Use Tallyfy to track policy acknowledgment and training completion so you have documentation that employees received and understood the guidelines Document content
employee-social-media-usage-guidelines.pdf
Document Template
Employee Social Media Usage Guidelines
By Tallyfy Samples Library
Overview
Employee Social Media Usage Guidelines
A comprehensive reference document for HR and compliance teams outlining organizational expectations for employee social media conduct.
What This Document Covers:
- Personal account guidelines and boundaries
- Official company account management protocols
- Confidentiality and intellectual property requirements
- Crisis response and escalation procedures
- Training, enforcement, and policy updates
Best For: HR departments, compliance teams, and marketing managers establishing clear social media governance
Outcome: A clear, enforceable policy that protects both the organization and its employees while enabling appropriate social media engagement
Document sections
1. Communicate personal social media guidelines
Personal Social Media Boundaries
Dear {{employee-name-207866}},
Please review the attached social media policy document:
{{social-media-policy-207865}}
Key Guidelines for Personal Accounts:
- Be thoughtful and professional in all posts
- Represent our company positively even during personal time
- Use disclaimers when discussing work-related topics
- Never share confidential company information
Questions? Reach out to HR anytime.
Thank you,
HR Team
2. Establish official company account standards
Official Company Social Media Standards
Dear {{employee-name-207866}},
Please review the attached social media policy:
{{social-media-policy-207865}}
When Posting on Company Accounts:
- Be careful and thoughtful about all content
- Never post derogatory, offensive, or harassing material
- Protect confidential company information and intellectual property
- Correct any misleading information immediately
Approval Requirements:
- All posts must align with brand voice guidelines
- Sensitive topics require manager approval
- Crisis-related posts need executive sign-off
Contact HR with any questions.
Thank you,
HR Team
3. Define policy scope and coverage
Policy Scope and Purpose
Define exactly who and what this policy covers:
Coverage Questions:
- Which employees are subject to this policy?
- What social media platforms are included?
- Does this cover personal accounts mentioning the company?
- What about contractors, vendors, or partners?
Purpose Statement:
- Protect company reputation and brand
- Safeguard confidential information
- Shield employees from personal liability
- Maintain regulatory compliance
Key Definitions:
- Social media (platforms, blogs, forums)
- Company-related content
- Official vs. personal accounts
4. Create official account governance rules
Official Account Management
Access and Authorization:
- Who can post on company accounts?
- What approval workflow is required?
- How are credentials managed and secured?
Content Guidelines:
- Define brand voice and tone
- List topics that are off-limits
- Provide examples of good and bad posts
- Set guidelines for responding to comments
Post Review Process:
- Routine content approval flow
- Time-sensitive post exceptions
- Escalation for controversial topics
Documentation Required:
- Content calendar access
- Brand style guide reference
- Approved hashtags and handles
5. Set personal account boundaries
Personal Social Media Boundaries
Employee Rights:
- Personal opinions are protected
- Policy must be reasonable and enforceable
- Heavy-handed restrictions often backfire
Required Restrictions:
- No sharing confidential company information
- No disparaging the company or colleagues
- No disclosing trade secrets or IP
- No impersonating official company positions
Recommended Practices:
- Use disclaimers when discussing work topics
- Consider privacy settings carefully
- Remember posts can be screenshotted
- When in doubt, do not post
Disclosure Requirements:
- Example disclaimer language
- When disclosure is required
- Industry-specific regulations
6. Prepare crisis response protocols
Social Media Crisis Management
Crisis Identification:
- What qualifies as a social media crisis?
- Who monitors for emerging issues?
- What triggers the crisis response?
Response Team:
- Primary spokesperson designation
- Executive approval chain
- Legal and PR involvement thresholds
- 24/7 contact protocols
Response Timeline:
- Initial response within 1 hour
- Full statement within 4 hours
- Regular updates every 2-4 hours
- Post-crisis review within 48 hours
Employee Guidelines During Crisis:
- Do not engage with negative posts
- Refer all inquiries to official channels
- Screenshot problematic content
- Document timeline of events
7. Implement training and enforcement
Training and Enforcement Program
Training Requirements:
- New employee onboarding session
- Annual refresher training
- Role-specific training for social media managers
- Training completion documentation
Awareness Activities:
- Policy distribution and acknowledgment
- Regular policy reminders
- Real-world examples and case studies
- Q&A sessions with HR and Legal
Enforcement Framework:
- Clear violation definitions
- Progressive discipline process
- Investigation procedures
- Appeal and review process
Policy Maintenance:
- Annual policy review schedule
- Update triggers (new platforms, regulations)
- Version control and distribution
- Employee re-acknowledgment process
Related topics
Sales Marketing
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