Configuring requirements

Use compliance groups to configure and manage compliance requirements across roles, sites, and staff groups.

Introduction

Compliance groups let you group together the paperwork requirements your people must complete in order to be compliant in their work — such as certificates, licences, policies, tickets, and training. Once configured, compliance groups make it easy to track who is compliant, who is overdue, and what is missing.

Compliance groups 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:

1. Go to Settings > Compliance groups

2. Click Add Compliance group or select an existing compliance group to edit

Sample Compliance group 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 compliance groups 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 compliance groups.

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 compliance groups — 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.

Review Compliance for an Individual

1. Click a person’s name from within the Compliance group.

2. 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!

Compliance groups 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.