Use case

New staff member starts Monday. Is their compliance record ready?

Add them to the system and assign their groups. By end of day: safeguarding policy acknowledged, fire safety risk assessment signed, site induction completed, staff credentials tracked with expiry dates. Nothing chased manually.

Right now, onboarding compliance is a manual process that relies on someone remembering.

A new person joins. Someone prints the induction checklist. Someone else emails the safeguarding policy. HR adds a row to the staff compliance spreadsheet. A manager schedules a fire safety walkthrough then gets pulled into something else and forgets.

Three weeks later, you're not sure if the policy was actually read or just filed. The background check was started but nobody followed up on the certificate. The induction checklist is in a drawer somewhere.

When an inspector asks whether your new staff are compliant, you have to hope the answer is yes, because the process depends on people remembering, and people get busy.

See it in action

With modules connected, the workflow looks like this.

Day one

Add them to the system. Assign their groups. The right documents go to them automatically.

You add the new starter, assign their role and groups, and create their personnel record. From that point, the policies and risk assessments distributed to those groups are theirs to acknowledge. The site induction form lands in their queue. Their certification details are recorded with expiry dates set. No one has to remember to send anything.

Policies distributed by group, not by hand.: Assign groups and the right documents reach the right people. No manual distribution, no email chains.
Staff certification tracking from day one.: Record certificate details, set expiry dates, and get reminded before anything lapses.
Role-based compliance, not one-size-fits-all.: Different roles belong to different groups. A care worker gets different policies than a receptionist.

Acknowledgement without chasing

They read it. They sign it. You see it without asking.

The new starter receives their documents and forms directly. They acknowledge policies, complete induction checklists, and sign risk assessments on their own device, at their own pace. Each action is timestamped and linked to their record. You can see exactly what's been done and what's still outstanding on their profile, without asking.

E-signatures collected without printing anything.: Every acknowledgement timestamped and stored against the person's record.
Outstanding items visible at a glance.: See what's been completed and what hasn't for every individual on every site.
Complete on any device.: No printing, no paper forms, no desk required. Works on mobile from the first day.

Document list showing policies with acknowledgement status and timestamps

Complete record from day one

When the inspector asks, the answer is yes.

By the end of their first week, every new starter has a complete compliance record. Every policy read, every form signed, every certificate tracked. If something is outstanding, it shows on the dashboard and reminders go out automatically. When an inspector asks whether your staff are compliant, you open the system and show them.

Full compliance record visible from day one.: Policies, forms, certificates, and training all linked to the person, all in one place.
Automatic reminders for outstanding items.: If something hasn't been completed, the system follows up so you don't have to.
Audit-ready evidence from the first week.: Every acknowledgement timestamped. Every form completed. Ready to show any inspector.

Forms list showing completed induction forms and outstanding items

What you're replacing

Before

After

Someone prints the induction checklist and hopes it gets done.

Assign groups and the right documents reach the right people, with no manual distribution.

Staff credential details in a spreadsheet, reviewed occasionally.

Certificate recorded on day one, expiry tracked, reminder sent automatically.

You chase by email to find out if they've read the policies.

Acknowledgements visible on their profile. You know without asking.

When the inspector asks, you hope the answer is yes.

Complete record from day one. Open it and show them.

This workflow works the same way everywhere.

The details change depending on your world.

Schools & Children's Services

Background clearance recorded, safeguarding policy acknowledged, induction checklist completed, all before the new teacher takes their first class. Compliance built into the joining process.

See how it works →

Care Homes

Medication handling policy, moving and handling training acknowledgement, care-relevant records all completed and tracked from day one. New care staff start compliant.

See how it works →

Facilities Management

Site safety induction, contractor policy sign-off, equipment handling procedures all distributed and acknowledged before the new operative starts on site.

See how it works →

Manufacturing & Warehousing

PPE policy, site safety induction, COSHH awareness sign-off: every new operative compliant before they reach the floor.

See how it works →

Leisure & Hospitality

Public safety procedures, first aid certification tracking, seasonal staff onboarding: every new hire compliant from shift one, even during peak periods.

See how it works →