Getting Started with Handbooks One

Welcome to Handbooks One, your platform for creating, organizing, and sharing knowledge in your organization. 

This document walks you through essential actions: 

User Roles

Handbooks One includes two primary user roles: 

• Handbooks Administrator 
• Handbooks Reader 

Role Details

Handbooks Administrators can create, update, and delete handbook items such as Articles and Content Packs. They also manage access and define visibility. 

Handbooks Readers have read-only permissions. They can view published articles but cannot make changes. 

In HRM One, Owners and Admins are automatically assigned the role of Handbooks Administrator. Employees and Leaders are assigned the role of Handbooks Reader. 

Create a Content Pack

A Content Pack groups related articles and manages access to content. Build your Content Pack with content targeted for a specific audience. 

Steps 

1. Go to Content Management. 
2. Click Create New Content Pack. 
3. Enter a clear, descriptive name. 
4. Click Create. 
5. Your new pack is ready, start adding articles and setting access permissions. 

Create an Article

Articles are concise, focused pieces that capture knowledge within your handbook. Each article should be topic-tagged to help organize content on the main page. 

Steps 

1. Go to Content Management. 
2. Find or create a Content Pack where your article will live. 
3. Click View Articles (or Add Article if none exist yet). 
4. Click New Article. 
5. Name your article and confirm. 
6. Your new article is now ready to edit. 

Add Text 

1. Open the article. 
2. Click the Edit (pen) button. 
3. Click + Add section to create a new text block. 
4. Add your text and press Save. 
5. Add as many sections as needed. 

Add Topic Tags 

Important: To make an article available on the Handbooks main page, it must have at least one topic tag. 

1. Click Add topic. 
2. To use an existing topic tag, select it from the dropdown. 
3. To create a new tag, click Create new topic and name it. 
4. Press Add. 

Ready-Made Handbooks

If your license includes Ready-Made Handbooks, your workspace will contain Content Packs with Simployer verified articles. 

These verified articles are locked and cannot be edited directly, but a Handbooks Administrator can: 

• Add organization-specific sections. 
• Hide irrelevant sections. 

Simployer-verified sections are marked with a purple checkmark in the right-hand margin. 

Customize a Simployer Verified Article 

1. Open the verified article. 
2. Click the Edit (pen) button. 
3. For verified (purple) sections, use the ⋯ menu to hide them if needed. 
4. To add custom text, click + Add section and write your content. 
5. Save your changes. 
6. Click Done to exit editing mode. 

Access Management

Manage who can see or edit your handbooks with flexible access controls. 

Expand the Scope 

1. Go to the Content management page
2. Click Manage Access on a content pack card. 
3. Choose an access type: 
4. Employee (individual) 
5. Department 
6. Team 
7. Office 
8. Employee type 
9. Exclude employee 
10. Organization 
11. Select the target from the dropdown. 
12. Click Add to assign access. 
13. The new rule appears under Available to on the card. 

Reduce the Scope 

To remove access, click the × next to the scope chip under Available to.