By Mary Beth Barry

For many Catholic employers, updating the employee handbook often falls to the bottom of the priority list. Between evolving laws, changing staff structures, and the demands of daily operations, years can pass without a review. Additionally, many members find this process challenging, as Catholic identity doesn’t always come naturally in policy development. However, ensuring that your handbook aligns with your Catholic identity is essential—not just for reinforcing your mission but also for protecting your religious freedoms.

Why a Faith-Aligned Handbook Matters

Safeguarding Religious Freedom

Catholic institutions have a fundamental right to operate in alignment with their faith. However, when facing legal challenges, courts will examine whether an organization’s policies explicitly support its religious beliefs. A well-documented, faith-based handbook strengthens your ability to defend employment decisions that uphold Catholic values, particularly in areas where secular norms may conflict with Church teaching.

Clearly written policies outlining moral expectations, conduct standards, and religious mission help ensure that Catholic employers maintain the freedom to hire and manage staff in accordance with their faith. If your policies are rooted in Catholic teaching and have been in place consistently, your institution has a stronger legal foundation to protect its rights.

Shaping a Faith-Centered Workplace Culture

Your handbook is more than a compliance document—it plays a critical role in shaping the culture of your organization. It should do more than state your mission; it should integrate Catholic values into daily workplace expectations. A faith-based handbook:

  • Reinforces your religious identity for both new hires and long-term employees to ensure mission alignment.

  • Provides clear guidance on workplace behavior, ethical conduct, and faith-driven decision-making.

  • Can guide dialogue in other areas of HR including job interviews, performance and more.

  • Fosters unity by ensuring all employees understand how Catholic teachings influence workplace policies.

By embedding Catholic values into HR policies, you create an environment where faith is seamlessly integrated into work life, making it a norm rather than an exception.

Practical Steps to Increase Catholic Identity 

1. Incorporate Your Mission Throughout
  • You are likely to have a strong mission statement which should serve as the foundation of your handbook. It should be visible not just in a standalone section but woven throughout policies to remind employees that their work is part of a greater calling. We recommend including a welcome letter from your bishop or key leadership that clearly states and reinforces your commitment to Catholic values.
  • Start small by focusing on key areas where alignment with your culture and mission is essential. These include policies on harassment and sexual misconduct, performance expectations, ethical and professional behavior, attendance, confidentiality, dress code, drug and alcohol use, social media, and dispute resolution.
  • Integrating scripture, Catholic social teachings, and language from your Mission or values Statements ensures policies reflect your faith-driven values while creating a clear, cohesive framework for employees.

Consider this sample language you could incorporate into a policy on Performance Reviews

In addition to job-related criteria the evaluation will also be based on the employee’s ability to respect, appreciate and uphold the teachings, principles, policies and traditions of the Roman Catholic Church in both word and deed.  For positions with religious duties and requirements, evaluations will also address the employee’s fulfillment of these responsibilities, including their personal modeling of the faith, as outlined in the job description.

Member Benefit: Free Review

Many of our members don’t realize that one of the benefits that comes with membership is a free handbook review. Our review looks at your document through a Catholic lens and then provides sample language and Scripture that you can easily incorporate, as you choose, to strengthen your Catholic identity.

Send Us Your Handbook or email me at marybeth@catholicbenefitsassociation.org.

2. Highlight Policies Rooted in Faith and Service

Catholic employers often offer benefits and workplace policies that extend beyond those found in a secular setting. Be sure to highlight these policies in your handbook, making it clear how they reflect your commitment to Catholic social teaching. Examples include:

  • Family-Friendly Policies such as parental leave or others that promote work-life balance, accommodate family needs, and respect employees’ responsibilities as parents and caregivers.

  • Time Off for Religious Observances for holy days of obligation, time off for charitable work, or dedicated retreat days to encourage spiritual growth.

  • Spiritual Support Programs such as days of reflection, chaplaincy services, tuition assistance for faith-based education or other applicable benefits.

The more these faith-based benefits are normalized, the more deeply they will be integrated into your organization’s culture.

3. Strengthen Employee Acknowledgment Statements

To reinforce faith-based expectations, it is critical that all employees receive a copy of and sign an acknowledgment form confirming that they have read and understood the handbook. This should be done upon hiring or anytime there are updates.  This should specifically include agreement with:

  • The organization’s Catholic mission and values.

  • Standards of conduct that align with Church teaching.

  • Policies on ethical behavior, social media use, and workplace relationships.

These signed affirmations should be maintained in personnel files in the event of disputes or legal challenges. Please visit our Members Only Room for a sample handbook acknowledgment statement.

Handbook reminders:
  • Ensure your handbook is clear, accessible, and free of legal jargon.
  • Conduct reviews every 1–2 years to maintain mission alignment and legal compliance.
  • Reissue key policies annually with acknowledgments.
  • Consider offering a digital version in addition to a physical version. This makes it easier to manage updates.

Final Thoughts

Aligning your handbook with Catholic identity doesn’t require drastic changes—just intentionality. Your mission and values are already strong; the goal is to embed them into daily policies. This protects religious freedom, strengthens culture, and clarifies employees’ roles in your ministry.

For help with your Employee Handbook, visit our Members Only Room for a handbook template and more. CBA members can also request a handbook review, included with membership, to strengthen Catholic identity and ensure ministerial exception protections.