How to View Completed Compliance Notices - Admin
Admins can review which compliance documents were viewed and/or signed by an employee and save as a spreadsheet or PDF for reference via the Compliance tab of an employee's profile. The date posted and date viewed/signed are easily viewable for each document.
To view and download completed notices:
- Select the "Employees" tab in the top navigation menu.
- Select the employee's name.
- Select the "Compliance" tab from the employee's menu.
- All documents assigned to the employee will be listed with the date posted, date viewed (if applicable), and date signed (if applicable).
- Hover over a document's action gear, and select "Download" to download the signature confirmation sheet for a specific document.
- Select "Save as Spreadsheet" to download a CSV file listing all assigned documents, view dates, and signature dates.
- Select "Save as PDF" to download signature confirmation sheets for all completed documents.
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