Compliance To Do List - Knowledge Base | BerniePortal

To Do - Compliance

Use Compliance on the home-screen TO DO list to see active compliance notices that still need employee signatures, then send a reminder email to employees who have not signed.

Who this is for
Employers (including a Global Admin signed in as the employer) and Compliance Feature Admins can use Compliance on TO DO when Compliance is enabled for the organization.

To send a reminder from TO DO:
  1. Select Home in the top navigation menu.
  2. In the TO DO sidebar, select Compliance to expand the list. The badge shows how many notices still have unsigned employees.
  3. Select a notice title. Each row shows the notice name and how many employees are still unsigned.
  4. In the Compliance reminder dialog, enter text in the Message text field. Message text is required.
  5. Select SEND REMINDER.
The reminder goes to all employees who have not signed that notice. Compliance on TO DO lists only notices that require a signature and still have at least one unsigned employee.

Other ways to send reminders
You can also send reminders from Compliance > Active Notices. See How to Send Reminders - Compliance.