Monitoring requirements

Getting started

Bundles provide a powerful way to review requirements for groups of people, such as teams, sites, roles, or staff types. Once people and paperwork requirements are added to a bundle, you can easily monitor progress and identify gaps.

View bundle requirements at a glance

1. Go to Settings > Bundles.

2. Hover your mouse over the Bundle Summary bar.

You’ll immediately see:

• Completed paperwork

• Missing paperwork

• Expired or expiring items

Review requirements within a bundle

1. Open the Bundle

Click the name of the bundle you want to review.

2. View the People Tab

Open the People tab to see compliance status for every person included in the bundle.

From here, you can quickly identify:

• Who is compliant

• Who is missing paperwork

• Who has expired items

• Who has upcoming expiry

• Who has paperwork still in progress

Review requirements for an individual

To drill into one person’s requirements:

1. Click the person’s name from the bundle’s People tab.

2. Review all associated paperwork, including:

   • Missing

   • Submitted

   • Expired

   • Pending (assigned but not completed)

This helps you understand exactly what needs attention for each worker — especially valuable when managing large teams or high-risk compliance roles.

How to review by specific paperwork type

1. Go to Paperwork Types

Navigate to Settings > Paperwork Types on the left-hand menu.

You’ll see a list of all paperwork types your organisation has set up (e.g. Driver Licence, Passport, Signed Contract).

2. Select the Paperwork Type

Click the paperwork type you want to review.

3. Open the “Paperwork” Tab

Inside the paperwork type, click the Paperwork tab.

This tab gives you a complete overview of:

• Submitted paperwork

• Outstanding paperwork

• Expired or expiring paperwork

• Responsible person

• Status of each person’s paperwork

• Important dates, such as assigned, submitted, and expiration.

You’re all done!

Bundles give you a clear, organised way to monitor compliance at scale. Update bundles anytime as your people, roles, or requirements evolve.

If you have any questions, please contact our support team at help@worknice.com or through the help section within Worknice.