Manage Employee Acknowledgements and Attestations
Take charge of task management using ComplyPortal. Easily manage requests for employee acknowledgements on important documents, policies, and procedures. Schedule one-off requests or periodic notices for weekly, monthly, quarterly, or annual requirements. With our Attestations and Documents module you can ensure staff have read and acknowledged important documents and notices. Track completion status and keep a record for reporting purposes. No need to chase and remind staff.
Manage employee acknowledgements and attestations without fuss, stop chasing signatures and start sending updates with ComplyPortal.
How it works
- Schedule group or individual attestations for for employees to acknowledge important documents and policies. Easily manage one-off or repeating schedule of reminders and acknowledgement requests.
- Staff receive email notification, in-app notification, and journal reminders of any assigned task.
- Collect simple acknowledgements or detailed attestations, including attachments or requests for certificates. Tasks can be fully customised to collect information needed within the tasks themselves.
- Email reminders are automatically sent, removing the need to manually follow up on overdue responses.
- Managers can track who have read and acknowledged updates, and export reporting to help better manage important company updates.
How it helps
- Saves time compared to chasing by email. Automated notifications and reminders when notices have not been acknowledged on time.
- Assigning tasks to a group so multiple people can receive instruction with reduced effort.
- Test employee understanding, create quizzes and test user's knowledge before allowing them to sign off on a notice. Helps identify areas for improvement and leads to better compliance.
- Fully auditable, all acknowledgements, documents and are securely available for audit purposes.
- Keep track of important task completion: Training - Procedures - Incidents - Any other custom task
Challenges
Constantly chasing and reminding staff
Tracking task completion across platforms
Managing and reporting on completed tasks
Updating staff quickly when changes happen
Solutions
Distribute, track, and manage employee acknowledgements to company or regulatory updates within one central application
Automated notifications and email reminders
Log of all assigned and completed tasks
Export reports for business or audit purposes
Additional Benefits
- Secure remote access ensures seamless deployment of company updates and efficient collection of acknowledgment
- On hand client services team, to reduce time consuming admin tasks
- Export reports, download reports of task completion that can be filtered by custom fields
- Issue important information quicker and improve company compliance efforts
- Constantly chasing and reminding
- Tracking task completion across platforms
- Managing and reporting on completed tasks
- Updating staff promptly when changes happen
- Easily distribute, track, and manage requests for employee acknowledgements
- Automated notifications and email reminders
- Log of all assigned and completed tasks
- Export reports for business or audit purposes
- Secure remote access ensures seamless deployment of company updates and efficient collection of acknowledgment
- On hand client services team, to reduce time consuming admin tasks
- Export reports, download reports of task completion that can be filtered by custom fields
- Issue important information quicker and improve company compliance efforts
Start your journey
with ComplyPortal and
boost employee compliance
by 30X over manual
processes.
Schedule a
free demo today - our
team is ready
to show you how.
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