View Status of a Compliance Notice - Knowledge Base | BerniePortal

How to View the Status of a Compliance Notice

On the Active Notices page, you can track which assigned employees have viewed—and signed, when required—each compliance notice, then download status details.

Employers and Compliance Feature Admins can view notice status when Compliance is enabled for the organization.

To view the status of a notice:
  1. Select Compliance in the top navigation menu. The Active Notices page opens.
  2. In the category tables under Active Notices, find the notice. Each row shows a compliance percentage as % Compliant, based on how many assigned employees have completed the notice (signed when a signature is required; otherwise viewed).
  3. On the notice row, hover the actions gear on the right, then select View compliance record.
  4. Review each assigned employee in the table. Columns are Name, Viewed, and—when the notice requires a signature—Signed. Each status shows Complete with the date, or Incomplete.
To download status details from the compliance record:
  • Select Save as spreadsheet to download a CSV of who has viewed (and signed, when required) the notice and the corresponding dates. This control appears when at least one assigned employee has a view record.
  • When the notice requires a signature and an employee shows Complete under Signed, select Download in that row to download that employee’s signed PDF.
  • When signatures are required and downloads are available, select Download All to download all signed documents for the notice.
To review completed notices from an employee’s profile instead, see How to View Completed Compliance Notices - Admin.