Employee confidentiality policy
Keep your business's sensitive information safe with our clear, easy-to-use employee confidentiality policy template.
What's inside
- Protects your business's sensitive data
- Safeguards your competitive edge
- Manages confidentiality breaches
- Handles accidental disclosures
Word document. Drafted by Lawyerly's employment solicitors. Last updated September 2026.
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The policy supports the contract, it does not replace it
A confidentiality policy explains what the business treats as confidential, how staff must handle it, and what happens when they leave. It works alongside the confidentiality clause in the contract of employment, and it does not stand in for one.
The distinction matters after someone has gone. The contract, not the policy, is what binds a former employee, so the two documents need to say the same thing. Where a policy promises more protection than the contract delivers, it is the contract that will be tested.
Trade secrets need evidence of the steps you took
To protect something as a trade secret you have to be able to show the reasonable steps taken to keep it secret. That means a written information classification, an up to date record of who has access to what, and records of training and of access changes when people move roles or leave. Those records are what a court looks for, and they are considerably easier to keep as you go than to assemble after a departure.
The carve-outs are not negotiable
Clause 14 preserves the right to make a protected disclosure, report a crime, cooperate with a regulator, discuss pay, speak to a lawyer or a trade union, and report harassment or discrimination. Those carve-outs are required by law. Do not delete them, do not narrow them, and do not use narrower wording in contracts or settlement agreements, where the same limits apply.
What the policy covers
What is confidential information and what is not. Trade secrets. The main duties on staff. Marking, classification and storage. Devices, systems and online tools. Email, messaging and artificial intelligence tools, which is where most accidental disclosure now happens, because pasting a document into a general purpose AI tool is a disclosure to a third party. Talking about work. Client, customer and third party information. What happens when you leave. Monitoring. What the policy does not prevent. How the policy sits alongside the contract and any post-termination restrictions. Reporting a suspected breach, and the consequences of one.
An annex provides a confidentiality confirmation for a leaver to sign on their last day, recording what they have returned and what continues to bind them.
Before you act on a breach
Take advice before dismissing anyone for a breach, before applying for an injunction, and before relying on a post-termination restriction. Each of those turns on the contract wording and the facts rather than on the policy.
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Willem van der Merwe
Co-Founder
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Willem van der Merwe
Co-Founder
Willem co-founded Lawyerly after twenty years of running and advising businesses, most of which were spent as a client of law firms rather than a member of one. He had seen how legal advice tends to arrive: late, priced by the hour, and detached from the commercial decision that prompted it. Lawyerly grew out of a conviction that it could be done differently.
He read law and marketing at university and later completed MIT Sloan's executive programme in artificial intelligence and business strategy. His career before Lawyerly took in two advertising agencies, which he led through the industry's move to digital, several years in digital publishing, and a period in international development, working on programmes across South East Asia and Sub-Saharan Africa.
At Lawyerly he is responsible for growth and for the client experience, ensuring our clients receive the legal support they need.
Qualifications
BA Law; AI Business Strategy (MIT); Nomadic Marketing (UCT)