Compliance & Training

Keep your organization audit-ready at all times. Track employee certifications that expire, company-level compliance obligations, and policy acknowledgments with per-employee signature tracking and completion progress bars.

Features

• ✓ Employee certification tracking — license type, issue date, expiration, and renewal status
• ✓ Expiry alerts — flag certifications approaching their renewal date
• ✓ Company compliance tracking — insurance certificates, licenses, and accreditations
• ✓ Policy acknowledgment management — upload policies and track who has signed
• ✓ Per-employee signature tracking with date and acknowledgment status
• ✓ Completion progress bars — see what percentage of the team has acknowledged each policy
• ✓ Audit-ready exports for compliance reviews and insurance renewals
• ✓ Interactive compliance dashboard — metric cards, acknowledgment rates, and certification status breakdown chart
• ✓ Sortable, customizable columns — choose which fields to display and save your column layout per user
• ✓ Flexible policy targeting — assign policies to all employees, a department, or hand-picked individuals
• ✓ Password-verified signature recording with timestamped audit trail
• ✓ PDF acknowledgment certificates — generate per-employee signed certificates on demand
• ✓ Deadline tracking with overdue and due-soon indicators across all active policies
• ✓ Journal system on every policy — log notes, reviews, updates, and incidents
• ✓ Full audit trail — every action is logged with user, timestamp, and details
• ✓ Drag-and-drop document uploads on certifications, company records, and policies
• ✓ In-app and email notification alerts for expiring certifications and pending acknowledgments