Getting Started
Quick View of Comply
System Customisation
- Setting Up Asset Type
- Setting Up People Role
- Bulk Uploading Job Role
- Setting up Employment/Membership Type
- Setting up User Permission
- Allocating User Permission to a User
System Operation-Onboarding
- Document Upload (File Migration)
- Onboarding-Bulk Upload People Details
- Onboarding-Bulk Upload Education Details
- Onboarding-Bulk Upload Employment Details
- Onboarding-Bulk Upload CPD Details
- Onboarding-Bulk Upload Compliance Details
System Operation
- Adding, Inviting, Viewing, Editing and Removing People
- Inviting a Number of Staff
- How do I know if Invite has been accepted?
- Adding Information
- How to move people to another department?
- Running Reports
System Operation (Self-Onboarding Related)
- Self-Onboarding Generated Forms
- Managing the Submitted Self-Onboarding Form
- Generating a Consent Form
- Managing the Submitted Consent Form
- Generating an Immunisation Form
- Managing the Submitted Immunisation Form
System Operation (Employment Band Form Related)
Navigating Account Settings
- Changing Password
- Enabling Two-Factor Authentication
- 2FA Enabling for Comply Users
- Changing Organisation Details
- Adding New User
- Editing User Permission and Removing User