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Company custom modules

Learn how to create and when to use company custom modules.

Updated this week

You can create custom modules to organise and track data that is unique to your company. There are two distinct custom modules spaces: Company custom modules and Employee custom modules. Understanding the difference helps you choose the right module for your data and ensure the right access.

  • Company custom modules: These are used to collect company information relevant to the entire company or specific teams.

  • Employee custom modules: These are designed to store information specific to employees or specific teams.

📌 Note: Learn more about employee custom modules in Employee custom modules.

Best practice

Company custom modules can be used to manage any structured data that is relevant to the entire organisation or specific teams. Custom modules allow you to centrally manage and share standardised information, as well as track shared company assets and equipment used across the organisation.

Feel free to be as creative as you want! This module is designed for flexibility, so don't hesitate to think outside the box to manage any data unique to your company.

Examples

  1. Policy & Compliance: Store documents like the HR Handbook, Corporate emergency plans, and internal Policies.

  2. Best practice guidelines: Centralise instructional documents and process definitions.

  3. Templates: Store standardised contract, letter, or form Templates.

  4. Onboarding / Offboarding materials: Manage internal checklists and resources for talent transitions.

  5. Asset management: Track equipment like laptops, monitors, or phones.

  6. Vehicle fleet: Manage details, assignments, and maintenance records for company vehicles.

  7. Access credentials: Store details related to facility access cards or key codes.

  8. Documents: Manage internal documents that are not tied to a specific employee.

How to create a company custom module

  1. Go to Settings → Company data → Custom modules.

  2. Click + Add custom module.

  3. Enter a unique name and choose an icon. Adding a description is optional. Click Add and continue to proceed.

  4. Change the field's order, edit one or more fields, or click + Add field to create customised fields. Once you're satisfied with your changes, click Next step to proceed.

  5. Choose the appropriate access level for users and customise how the folder will be displayed, including table column options. Click Save configuration to finalise. Your new company custom module is now available for use.

Types of fields

Default fields

The following fields are automatically created and cannot be edited except for: name.

  1. Name: item name

  2. Created by: name of the person who added the item

  3. Created at: timestamp of when the item was added

Additional fields

  • Single line text: If you allow for one line of text to be typed.

  • Multi line text: If you allow for multiple lines of text to be typed.

  • Single select: If you want people to only select one option from a drop down list.

  • Multi select: If you want people to select multiple options from a drop down list.

  • Date: If you allow people to enter a single date.

  • Date range: If you allow people to add a range of dates.

  • File: If the field allows adding a file.

  • Number: If the field requires entering numbers.

  • Single employee: If you want to allocate the item to a single employee

  • Checkbox: If you want to ask a question requiring to check a box

💡 Tip: You can set up reminders for date fields. These reminders can be configured to trigger at a specific time relative to the date itself and can be assigned to inform individual employees, entire teams, or specific roles within the company.

How to upload an item

Once your company custom module is created you can start adding items.

  1. In your left-side menu go to Company → Custom modules, then click on the module where you want to add an item.

  2. Click + Add item, a right-side menubar pops up.

  3. Fill in the fields and click Add item to save.

Access levels

Configure access for each company custom module by specifying which employees or teams can view and/or edit its items.

  1. Go to Settings → Permissions and access → Access levels.

  2. Click on Company custom modules and select the custom module you wish to update the access level for.

  3. Click Edit access levels to modify its fields.

  4. To save click Save changes.

📌 Note: Learn more about access levels in User roles and access levels.

Settings

Open a custom module by navigating to Settings → Company data → Custom modules. From here you can perform the following actions:

  1. Fields

    1. Add a new field

    2. Reorder fields

    3. Edit field names

    4. Set required fields

    5. Duplicate a field

    6. Archive a field
      ​

  2. Items

    1. Add an item

    2. Edit items

    3. Delete items

    4. Download items as a ZIP file.

    5. Export a list of all items as a CSV file.
      ​

  3. Options and access
    This section is where you customise how employees interact with the items in the folder and how the content is displayed.

    1. Comments: Enable or disable the ability for users to add comments on items.

    2. Access / Custom access levels: Set who can view and edit the items for pre-defined roles or create custom access levels.

    3. Display and table columns: Adjust the custom module's layout, and the visible data columns.​

  4. Manage

    1. Adjust the custom module's name, description and icon or archive the custom module.

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