Documentation
Product guides for ComplyNestly customers and their teams.
Employees
Add, edit, archive, and manage employee compliance records.
- Employees overview
What an employee record holds, how the list is organized, and how records tie into compliance.
- Add an employee
Create an employee record, including which fields unlock portal, renewal, and location features.
- Edit and archive employees
Update an employee record, archive someone who has left, and reactivate them if they return.
- Search, filter, and assign
Use the Employees filters to isolate a cohort, then assign roles or direct requirements to them.
- Employee profile and portal link
What each section of an employee's profile does, including the Secure Credential Profile and Employee Portal cards.