Accessing Staff Compliance
Navigate to Staff from the main menu
Click on a staff member's name to open their profile
Select the Compliance tab
Understanding the Compliance View
The compliance tab is divided into two main sections:
Compliance Checklist (Left Panel)
This panel shows the status of all assigned documents for the staff member:
Status Counter – Shows how many documents have been approved out of the total (e.g., "3/5")
Document List – Each document type with its current status
Notify User Button – Send a notification to remind the staff member to upload missing documents
Compliance Status Icons
Icon | Status | Meaning |
✓ (Green) | Approved | Document has been reviewed and approved |
✗ (Red) | Declined | Document was rejected and needs to be re-uploaded |
⏱ (Yellow) | Pending | Document uploaded and awaiting review |
○ (Grey) | Not Uploaded | No document has been submitted yet |
Compliance Matrix (Right Panel)
This panel allows you to configure which documents are required for this staff member:
Column | Description |
Document Name | The type of compliance document |
Required | Check this box if the document is mandatory for compliance |
Assign to Employee | Check this box if the employee should upload this document themselves |
Managing Compliance Requirements
Setting Document Requirements
In the right panel, tick the Required checkbox for any documents that must be completed
Tick Assign to Employee if you want the staff member to upload the document via their portal
Click Save to apply your changes
Compliance Documents Avaliable
Financial Details
Emergency Contact
Employment Contract
Identification
Drivers License
Comprehensive Vehicle Insurance
Vehicle Registration
Manual Handling Certificate
Police Check
Working with Children Check
First Aid Certificate
NDIS Worker Check
Reviewing Submitted Documents
When a staff member uploads a document, it appears in the Compliance Checklist with a "Pending" status.
Viewing a Document
Click the View link next to any document to open and review it.
Approving a Document
Review the document by clicking View
Click Approve next to the document
Confirm the approval in the modal that appears
The document status will change to "Approved"
Declining a Document
Review the document by clicking View
Click Decline next to the document
Provide a reason for the decline (so the staff member knows what to fix)
The document status will change to "Declined"
Notifying Staff Members
If a staff member has outstanding compliance documents to upload:
Click the Notify User button at the bottom of the Compliance Checklist
The staff member will receive a notification reminding them to upload the required documents
Compliance Status
The overall compliance status is shown in the Compliance Checklist header:
Badge | Meaning |
Pending (Blue) | One or more required documents are not yet approved |
Completed (Green) | All required documents have been approved |