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Certifications, Policy Acknowledgement & Compliance Documents (HCM)
This page documents three shipped Compliance screens (hcm-compliance) covering what's tracked per employee. Not for plugin developers.
Certifications
New Employee Certification — Employee, Certification Name, Category, Country, Jurisdiction, Issuing Authority, Certificate Number, Issue Date, Expiry Date, and two checkboxes: Mandatory (is this required for the role) and Renewal Required. The grid separately tracks Status and Verification Status — a certification can be recorded but not yet verified. KPIs: Total, Verified, Pending Verification, Expired.
Policy Acknowledgement
New Policy Assignment — Employee, Policy Code/Name, Policy Type, Version Number, Country, Due Date, and whether a Signature Required for acknowledgement (vs. just a click-through). Tracks Status and Version in the grid. KPIs: Total, Acknowledged, Pending, Declined.
Note: HR Policies also has its own Acknowledgements tab covering the same kind of tracking — if you're looking for policy sign-off status, check both; this compliance-focused screen and HR Policies' own tab may show overlapping data from different angles.
Compliance Documents
New Compliance Document — Document Name, Category, Country, Jurisdiction, Issue/Effective/Expiry Dates, and an Owner. KPIs: Total, Active, Pending Review, Expired.
