Documentation

Product guides for ComplyNestly customers and their teams.

Dashboard

Reading KPIs and signals

How each metric card is calculated and what a change in it actually means.

Metric cards

  • Employees Needing Attention — employees whose credentials or requirements are not fully in order.
  • Active Employees — employees who are not archived. This is also the count measured against your plan's employee limit.
  • Credentials — active credential records across the company.
  • Expiring Soon — credentials expiring within the next thirty days.
  • Expired — credentials whose expiration date has already passed.

Requirement figures

  • Missing Required Credentials — the number of required credential assignments with no matching credential on file.
  • Employees Missing Requirements — the number of people with at least one such gap.

Interpreting movement

  • Expired rising while Expiring Soon falls means renewals are being missed, not completed.
  • Missing Required Credentials rising after a requirements change is expected — you just raised the bar.
  • Employees Without Credentials staying high usually means onboarding records are not being entered.

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