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Confidentiality Training For Your Employees

Learn how to put together confidentiality training in your workplace so all employees will understand this vital policy & procedure training.

7 Jun 2022 by Annie Symonds

Unsure how to get started with putting together confidentiality training for your employees? In this confidentiality training guide, we're sharing the basics and what our customizable Confidentiality Training Template looks like so you can jump in and tweak it with your company's branding, content and images.

Take me straight to the Confidentiality Training Template

What does confidentiality training actually mean?

Let's clear things up and explain what confidentiality training means first. Confidentiality means 'the state of keeping a secret or not disclosing information'. This is commonly used throughout the workplace for several different reasons.

Confidentiality training in the office is a vital training policy all companies need to practice during the onboarding process with new hires. It could include confidential and sensitive information, which should never be discussed with other employees. It could result in a confidentiality breach and could cost an employee's job if they aren't aware of such information and privacy laws within the office.

Types of confidential information to consider

While many employees might think confidential information refers to staff pay or gossiping in the office, all staff members will need to know about many different types of confidentiality in the workplace.

Confidential information for managers

Confidentiality training for managers is a must for all organizations! There will be a lot of confidential data that will need to be recorded about employees, such as salaries, disciplinary action, redundancies, firing staff, and other privacy policies and sensitive data that will need to be accounted for.

Managers will need to know how to access the data and keep it secure so team members won't accidentally come across it on a shared file.

Employee information

Be careful to keep employee information protected at all times. While there might be gossiping in the office, understand the difference between gossiping and team members revealing sensitive information about other colleagues. This could include data collected during the hiring process.

Company information

If you're a start-up, chances are you are very open with your employees about how the company is moving forward by explaining revenue and even budgets and costs.

While many companies like to be as transparent as possible, there comes a necessary confidentiality training procedure that needs to be put in place so all employees understand not to start talking about it to people outside of the organization or on social media for example.

What our confidentiality training template looks like

Now we've talked about some of the most common reasons you need confidentiality training for your employees; we will show you what our confidentiality training template looks like.

When you're given the task of putting together confidentiality training, it can feel super daunting to know how to get started. This is why we have a collection of employee training templates you can choose from already. Check out our full course templates to see how we can help you put your training together quickly.

You can edit, delete and change any of the screens in our pre-built course templates as they have been designed to give you a helping hand to get started. Or if you prefer, add your branding and use the template exactly how it is right now.

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We always start with a welcome screen to engage with the employees, let them know how long the online training course will take, and give them a general insight into why the training program exists.

We've used the popular Cover Screen to bring this content to life, which is a very engaging screen to use when talking about crucial information. Just be careful to use an image with plenty of space so your employees can read it clearly.

Confidential information

We've used the popular Wheel Screen to demonstrate the different types of confidential information. Employees will need to click on each section of the wheel to reveal bite-sized content for every kind of confidentially sensitive data information they will need to learn.

Protecting confidential information

Give your employees actionable steps to make sure they do their duty to protect confidential information by giving them clear instructions about what they need to do. We've highlighted this content by using the Image Click Screen. Click on each image to reveal the content about what the employee needs to do to ensure they protect confidential data.

Password security

Employees often forget their passwords which leads us to create a screen, especially for password security. We've listed tips on remembering passwords by using the Springy List Screen. Employees need to click on the titles to reveal the content and what they need to do to ensure they remember company passwords.

Confidentiality breaches

Up next, we're explaining what a breach in confidentiality means by using the Steps Screen to demonstrate it. Here we talk about the vital importance of what consequences will happen when a confidentiality breach happens intentionally or by accident.

Confidentiality scenario

Test your employees by using a challenge screen as we have by asking them a series of questions to see how their decision-making can result in a confidentiality breach. We've used the Branching Scenario Screen to demonstrate what a customer issue on social media could result in.


Bring some warmth into your online training by thanking your employees for taking the time to go through it. We've used the Image & Text Screen, which is a simple screen you can change the image sizing to say thank you.


An effective way to see if your employees are engaged with your training is to quiz them. You can put the quiz at the end of the activity or run smaller quizzes throughout the training blocks. You'll be able to see how long your employees spent on each question and what their answers were by accessing the data using our easy-to-use analytics.

Try Coassemble for FREE today!

Coassemble is the fun, people-friendly, learner-centric, micro course builder you've been looking for.

No credit card required

40 more training templates to check out

You might like to check out our 40+ team training templates to help you train team members anywhere in the world with online training.

Some of our most templates include:

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