---
title: How to Track Employee Compliance
description: How to Track Employee Compliance
---

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# How to Track Employee Compliance

## The Compliance tab tracks licences, certifications, training records, and other compliance items for each employee.

#### **How to Add a Compliance Item**

1. Open the **Employees** page and select an employee.
2. Click the **Compliance** tab in their profile.
   
   ![Image 15-04-2026 at 2.55 PM](https://help.jointimecloud.com/hs-fs/hubfs/Image%2015-04-2026%20at%202.55%20PM.jpeg?width=644&height=349&name=Image%2015-04-2026%20at%202.55%20PM.jpeg)
3. Click **Add Item** (or **Add First Compliance Item** if none exist yet).
   
   ![Image 15-04-2026 at 2.56 PM-1](https://help.jointimecloud.com/hs-fs/hubfs/Image%2015-04-2026%20at%202.56%20PM-1.jpeg?width=670&height=363&name=Image%2015-04-2026%20at%202.56%20PM-1.jpeg)
4. Select a **Category** and choose a **Compliance Template**.
   
   ![Image 15-04-2026 at 2.56 PM (1)](https://help.jointimecloud.com/hs-fs/hubfs/Image%2015-04-2026%20at%202.56%20PM%20(1).jpeg?width=431&height=362&name=Image%2015-04-2026%20at%202.56%20PM%20(1).jpeg)
5. Fill in the details: issue date, expiry date, alerts, and any custom properties.
6. Click **Save** to create the compliance record.

![Image 15-04-2026 at 2.56 PM](https://help.jointimecloud.com/hs-fs/hubfs/Image%2015-04-2026%20at%202.56%20PM.jpeg?width=431&height=382&name=Image%2015-04-2026%20at%202.56%20PM.jpeg)

---

#### **How to Manage Compliance Items**

- The compliance table shows each item’s **category**, **template**, **issue date**, **expiry date**, **days remaining**, and **status**.
- Click the row menu (**…**) to **View**, **Edit**, or **Delete** an item.
  
  ![Image 15-04-2026 at 3.03 PM](https://help.jointimecloud.com/hs-fs/hubfs/Image%2015-04-2026%20at%203.03%20PM.jpeg?width=670&height=327&name=Image%2015-04-2026%20at%203.03%20PM.jpeg)

---

#### **![Image 15-04-2026 at 2.58 PM](https://help.jointimecloud.com/hs-fs/hubfs/Image%2015-04-2026%20at%202.58%20PM.jpeg?width=128&height=237&name=Image%2015-04-2026%20at%202.58%20PM.jpeg)**

#### **Understanding Compliance Status**

- A coloured dot on the employee list shows each employee’s overall compliance status at a glance.
- Items nearing expiry trigger alerts based on the alert settings you configure.

---

#### **Tips**

- Set up **Compliance Templates** first in the **Organisation View > Compliance Templates** section.
- Use **Organisation View > Compliance Review** to review compliance across all employees at once.

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