Configuring requirements
Use bundles to configure and manage compliance requirements across roles, sites, and staff groups.
Introduction
Bundles let you group together the paperwork requirements your people must complete — such as certificates, licences, policies, tickets, and training. Once configured, bundles make it easy to track who is compliant, who is overdue, and what is missing.
Bundles help with:
Managing paperwork requirements as people move into new roles, locations or projects.
Maintaining industry compliance (e.g., NDIS, construction, hospitality, healthcare)
Ensuring employment and policy compliance
Monitoring missing or expired paperwork
Quickly identifying and resolving compliance gaps
Getting Started
To create or access bundles:
Go to Settings > Bundles
Click Add Bundle or select an existing bundle to edit
Account owner access is required to create or manage bundles.
Bundles are designed to create requirement groups in a flexible way that suit your business needs — some businesses drive requirements by position, location, site, seniority or a mixture of all.
Sample Bundle Structures
1. NDIS Compliance
Useful for understanding whether your support, direct care, and clinical teams hold all required credentials.
How to set it up
Templates: Create bundles for each staff group (e.g., “Direct Support”, “Non-Direct”, “Clinical”). Add the relevant certificates or documents into each.
People: Add each person to the correct group(s). A person can belong to multiple bundles.
2. Company Policy Compliance
Track who has acknowledged important workplace policies.
How to set it up
Templates: Add all policy documents (e.g., Code of Conduct, WHS Policy, Privacy Policy).
People: Add all employees who must acknowledge these policies.
3. Construction Ticket & Site Compliance
Understand whether workers hold the correct tickets or licences to work safely in specific trades or on specific sites.
How to set it up
Templates: Create requirements for each trade or site (e.g., Induction Card, Electrical Licence, Working at Heights, High Risk Work Licence).
People: Add workers assigned to that role or site.
🔥 A single person may be in multiple bundles — e.g., “Electrician” and “Site A”.
🔥 When a worker moves sites, simply remove them from the old site bundle and add them to the new one — their compliance status updates automatically.
Monitoring Compliance
View bundle requirement summary at a glance
Go to Settings > Bundles and hover over a bundle’s summary bar to see:
Completed paperwork
Missing paperwork
Expired or expiring items
No summary? You need to add people to the bundle first.
Dive deeper into compliance gaps
Click the bundle name.
Open the People tab to see compliance status per individual.
Review Compliance for an Individual
Click a person’s name from within the bundle.
View their missing, submitted, expired, and pending paperwork items.
This makes it easy to understand exactly what each person needs to complete — especially when managing large teams or complex regulatory requirements.
You’re All Done!
Bundles are one of the most powerful tools in Worknice for managing compliance at scale. Adjust them at any time as roles evolve or requirements change.
If you have any questions, please reach out to our support team at help@worknice.com or through the help section within Worknice.