Staff Compliance
Description:
Track required documents and compliance items for each staff member, ensuring all necessary records are collected, assigned, and up to date.
Accessing Compliance
To access compliance for a staff member:
Navigate to Staff from the main menu
Click on a staff member
Select the Compliance tab
Compliance Overview
The Compliance tab is split into two key areas:
Compliance Checklist (left) – Displays required items
Status panel (right) – Shows upload status (e.g. Pending, Not Uploaded)
This gives you a clear view of what is required and what has been completed.
Compliance Checklist
The checklist shows all required compliance items for the staff member, such as:
Identification
Driver’s Licence
Comprehensive Vehicle Insurance
Vehicle Registration
Each item represents a required document or record.
Managing the Checklist
Click the Checklist button (top right) to manage compliance requirements.
From here you can:
Search checklist items
Filter by:
All
Core
Documents
Mark items as:
Required – The document must be provided
Assign – Assign responsibility to the staff member
How to update:
Tick or untick Required and/or Assign
Click Save to apply changes
Notifying Staff
Use the Notify User button to request missing compliance items.
This helps:
Prompt staff to upload documents
Keep compliance up to date without manual follow-up
Status Tracking
Each compliance item includes a status indicator, such as:
Not Uploaded – No document provided yet
Pending – Awaiting review or action
This allows you to quickly identify gaps and take action.