Does your handbook have content that only applies to a specific subset of its 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 put 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.

Here's how.

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.

Restrict Access

Chapters & Sections

Once people belong to Groups or other Custom Fields, you can restrict access to content based on those. For a chapter header or an individual section, click the • • • menu in the top right corner, then choose "Limit Access":

Use the filtering options to limit access as you'd like:

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: this previous 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 policy. This has 3 great use cases:

Most of a policy 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 to a policy 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 and click the Limit Access lock icon in the editor toolbar:

This opens the same expression builder shown above that allows you to filter people.

Once you set that up, you will see a purple dashed box around the personalized content:

Need Help?

If you need help setting this up, please contact our support team.