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The Compliance module ensures your workforce has read, understood, and formally acknowledged your company’s policies — with a full audit trail of who acknowledged what and when.

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What Compliance owns

  • Policies — company policy documents distributed to employees
  • Acknowledgements — employee sign-off records per policy

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Data flows into Compliance from

ModuleWhat it sends
HREmployee records for policy assignment

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Common tasks

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Create and publish a policy

1

Open Compliance → Policies → New Policy

2

Name the policy

Give it a clear name (e.g. Code of Conduct, Remote Work Policy, Data Protection Policy).
3

Add the policy content

Write the policy in the rich text editor or upload a PDF document.
4

Assign to employees

Choose All employees or select specific departments or roles.
5

Publish

Click Publish. Each assigned employee receives a notification to read and acknowledge the policy.

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Track acknowledgements

1

Open Compliance → Policies → select the policy

2

View the acknowledgement status

The policy record shows a list of all assigned employees with their status: Acknowledged, Pending, or Overdue.
3

Send reminders

Select all pending employees and click Send Reminder to nudge them by email.

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Update a policy

1

Open the existing policy → click Edit

2

Make your changes

3

Save as new version

Click Publish New Version. All previously assigned employees are required to re-acknowledge the updated policy.
4

Previous acknowledgements are retained

The audit trail preserves all historical acknowledgements against the version they applied to.

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Key features

Policy management — Upload PDFs or write policies in rich text. Assign to all staff or specific departments. Acknowledgement tracking — Real-time completion rates by department. Send reminders to outstanding employees in one click. Audit trail — Every acknowledgement is timestamped and immutable — defensible in audits, regulatory inspections, or HR disputes. Policy versioning — Updates require re-acknowledgement. Full history of every version and who signed each one.