Company guidance & handbooks
What is this?
Section titled “What is this?”Company guidance (Settings → Guidance) lets organizations on the Teams plan define company-wide coaching standards—Purpose, Values, PIP formulation rules and guardrails, and Additional coaching instructions—and upload reference documents such as employee handbooks, values decks, or discipline matrices.
When would I use it?
Section titled “When would I use it?”- You want 1:1 Coaching Session drafts and PIP Builder drafts across every manager in your organization to reflect your company’s specific values, handbook terminology, and escalation rules.
- You want to keep your employee handbook PDF or policy documents stored in one place for managers to reference and download.
Where is it?
Section titled “Where is it?”- Web Management Dashboard: Settings → Guidance (
/admin/settings?tab=company-guidance).
How do I use it?
Section titled “How do I use it?”1. Set PIP and coaching guidance
Section titled “1. Set PIP and coaching guidance”- Go to Settings → Guidance (
/admin/settings?tab=company-guidance). - Fill in any or all of the four structured sections:
- Purpose: Your organization’s mission or leadership philosophy (e.g., “Build confident teams through fair, consistent coaching.”).
- Values: Bullet points of company values to reinforce in coaching and recognition.
- PIP formulation rules and guardrails: Rules for how PIPs should be structured (e.g., citing handbook sections, observable behaviors, measurable expectations, check-in cadence, and zero-tolerance conduct rules).
- Additional coaching instructions: Tone, terminology, escalation thresholds, or site-specific notes.
- Click Save guidance.
2. Upload handbook and policy source files
Section titled “2. Upload handbook and policy source files”- In the Handbook and policy sources card at the bottom of Settings → Guidance, drag and drop a file onto the dropzone or click to browse.
- Supported formats: PDF, Word (
.doc,.docx), Excel (.xls,.xlsx), CSV, text (.txt), or images, up to 20 MB per file. - Uploaded files appear in the list below the dropzone with their upload date and file size. Any manager in the organization can click a file (or the download icon) to open it via a short-lived signed URL; Admins and Corporate trainers can click the trash icon to remove outdated files.
What happens after I do it?
Section titled “What happens after I do it?”- Your saved PIP and coaching guidance Markdown is stored on your organization record and supplied automatically when managers generate 1:1 Coaching Session prep and PIP Builder drafts.
Permissions, plans, and platform limitations
Section titled “Permissions, plans, and platform limitations”- Teams plan feature: Settings → Guidance is included on the Teams plan. Workspaces on Free or Manager see an upgrade card explaining that handbook guidance is included on Teams.
- Role permissions on Teams: Only members with the Admin (
manager) or Corporate trainer (corporate_trainer) role can edit and save company guidance or upload/remove handbook files. Members with the Observer role can read the saved guidance and download uploaded handbooks, and see: “You can review this guidance, but only admins and corporate trainers can change it.”
What can go wrong?
Section titled “What can go wrong?”- “File is larger than 20 MB.” Compress the PDF or split large image-heavy decks so each uploaded file is 20 MB or smaller.
- Character limit exceeded (
Too long): Combined company guidance text is capped at the maximum character limit shown next to the Save guidance button.