How to Track Employee Compliance

How to Add a Compliance Item

1. Open the Employees page and select an employee.

2. Click the Compliance tab in their profile.
   
   

3. Click Add Item (or Add First Compliance Item if none exist yet).
   
   

4. Select a Category and choose a Compliance Template.
   
   

5. Fill in the details: issue date, expiry date, alerts, and any custom properties.

6. Click Save to create the compliance record.

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.
  
  

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.