Do you have content that only applies to a specific subset of a document or policy's audience? Or do you currently maintain multiple handbooks to account for slight differences in content for different groups of employees? Maybe your Acknowledgement Form has slight variations depending on state or country?
With Personalized Content, you can manage everything in one place. Whether you have a big addendum, a single policy, or even just a block of content within a section, we've got you covered.
Edit everything in one place and put a stop to editing the same content in multiple different documents. Make it easy for audience members to find content that's relevant to them - they can find whatever they need in one document/handbook.
Set up groups or custom fields
Check out the help article on Groups and the one on Custom Fields to learn how to create, edit, delete, and otherwise manage your groups and custom fields.
If you integrate Blissbook with your HRIS / Payroll / AD platform, Blissbook will automatically sync select metadata. You can also request that we pull in any other custom field. If the data exists in your HRIS, we can get it and bring it into Blissbook so you can use it.
Restrict access
In a document's chapters and sections
Once people belong to Groups or other Custom Fields, you can restrict access to content based on those.
To limit access on a chapter header or an individual section:
Click the ••• menu in the top right corner of the chapter or section.
Choose Limit Access.
Use the filtering options in the expression builder to set who can see this content.
In this example, we used custom fields to limit access to this section (aka policy) to audience members whose Work City is Pawnee and Employment Status is not part-time.
To test out your setup and make sure people are only seeing what they're supposed to see, click the Preview button (next to the Publish button in the editor) to open a preview of your handbook. At the very top of the screen, you'll see a dropdown menu of your employees and the groups they're in. You can preview your handbook as different employees to ensure the right people are seeing the right content.
Note: Preview functionality is currently limited to Groups. Custom Field support is coming soon.
Blocks of content
You can also limit access to blocks of content within a text section. This has 3 great use cases:
Most of the content applies to everyone, with only a small snippet of content that's specific for a certain subset of employees.
Manager-only content. Add guidance for managers so they know how to help their staff.
Customize your acknowledgement form so different people acknowledge against different content (e.g. make the "employment at will" content US-only).
To set this up:
Highlight a block of text in the editor.
Click the Limit Access lock icon in the editor toolbar.
Use the same expression builder shown above to filter people.
Once you set that up, you will see a purple dashed box around the personalized content:
In the policy library
Every policy in your policy library has an Audience, which is a built-in metadata field that you can set based on your groups and/or custom fields.
By default, a policy's Audience is set to Everyone, which means its access is driven by the container it sits in inside of a document (e.g. if it's in a chapter that's California-only, it'll also be California-only, and if it's in a chapter with no access control, its access will match whoever can access the entire document).
To view or update a policy's audience:
Open the policy.
Click Share in the top menu.
Select Audience Members.
This panel shows you:
Which documents the policy is embedded in
Any audience access control that's currently set
You can also do this in bulk: select policies, then click the Share menu in the bulk actions bar.
You can also set access control on a block of content within a policy just like you can within a text section. See Blocks of content above.
For any access control on or in a policy, you can filter your policy library based on audience access:
Click Filter.
Hover over Audience Access.
Choose the field.
Customize your filter to filter by the Audience of an entire policy, or blocks of content within.
Need help?
If you need help setting this up, please contact our support team.