Browse documentation
All templates

Custom table template

Employee Resources

The Employee Resources template creates a structured library of company information: policies, announcements, guides, and links. Scope visibility by access group so each audience sees the resources meant for them.

Illustrative example

Plan a employee resources record

  1. 01

    Title

    The resource name workers search for.

  2. 02

    Category

    Policy, announcement, guide, benefit, or link.

  3. 03

    Content or file

    The body text or attached document.

A suggested way to organize your information. This diagram is not a product screen.

Plan your fields

Use this field guide as a starting point. Review the fields available in your account and adapt them to your process.

Title
The resource name workers search for.
Category
Policy, announcement, guide, benefit, or link.
Content or file
The body text or attached document.
Audience
Access groups, roles, or locations that should see it.
Last reviewed
Keeps the library current with an owner and date.

Where this helps your team

  • 1One source of truth for policies and announcements.
  • 2Mobile self serve information next to workers' shifts.
  • 3Pairs with canvas workspaces for richer guide style pages.