How to View Completed Compliance Notices - Admin

How to View Completed Compliance Notices - Admin

Employers can review which compliance notices an employee has viewed and signed from that employee's profile, and download signature confirmation sheets or a spreadsheet of dates for reference.


Who this is for

Employers, and Feature Admins with Compliance access for that employer, can open an employee's Compliance tab when Compliance is enabled for the organization.


To view and download completed notices:
  1. Select Employees in the top navigation menu.
  2. On the List secondary navigation, select the employee's name.
  3. On the employee profile, select the Compliance tab.
  4. Review the table of notices the employee has viewed. Columns are Subject, Posted, Viewed, Signed, and Actions.
  5. To download one signature confirmation sheet, hover over the gear icon in the Actions column for that row, then select Download.
  6. To download a CSV of all viewed notices (with posted, viewed, and signed dates), select Save as a Spreadsheet at the top right of the page title area.
  7. To download signature confirmation PDFs for viewed notices that have a signed PDF on file, select Save as a PDF at the top right of the page title area.

Download appears in Actions only when a signed confirmation PDF is on file for that notice; otherwise the cell shows n/a. If the employee has not viewed any notices, the page shows: No compliance has been viewed.


Employees view their own completed notices separately. See How to View Completed Compliance Notices - Employee.

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