How to View the Status of a Compliance Notice
BerniePortal’s ‘Compliance’ feature allows you to easily track compliance communications across your workforce. Each active document will contain a breakdown of which employees have viewed and signed the document as well as which employees have not.
To view the status of a current notice:
- Select the ‘Compliance’ tab in the top navigation menu.
- Under the ‘Active Notices’ area, each notice will be listed with its compliance percentage, which indicates the percentage of employees who have acknowledged and signed the notice.
- To view a breakdown of each employee who was assigned the notice, hover over the action wheel to the right of the notice, and select ‘View Compliance Record.’
- Each employee who has been assigned the notice will be listed with the following information:
- Whether or not they’ve viewed the notice and the date the document was viewed.
- Whether or not they’ve signed the notice and the date the document was signed.
- A downloadable confirmation sheet with the employee’s signature (if the notice has been signed).
- Select ‘Save as Spreadsheet’ to download an an Excel document, listing who has viewed and signed the notice and the corresponding dates.
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