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Using the Compliance Tracker

Set requirements, collect employee evidence, review expiry warnings, and export a compliance grid.

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Compliance Tracker

Managers and Organisation Admins use Team → Compliance for employee requirements and evidence. The feature must be enabled for your organisation. Use Document Library for shared handbooks and acknowledgements.

Set up requirements

  1. Open Compliance → Manage Requirements.
  2. Add a requirement name and optional description or category.
  3. Choose whether it is Required and whether it Has Expiry. For expiring evidence, set Warn before expiry.
  4. Select Add Requirement. You can also apply industry presets and review the included requirements before creating them.

Add and review evidence

  1. Select the employee's cell for a requirement.
  2. Enter the record details and expiry date where relevant; add the evidence file.
  3. Save the record, then review and verify it when appropriate.

The grid distinguishes missing evidence, pending review, verified records, and expiry issues. Required requirements can produce roster-assignment warnings; the tracker does not determine whether your organisation meets every legal obligation.

Find upcoming renewals

Use the Days till expiry filter to narrow the grid, then select Export CSV to download the displayed report.