Documentation

Product guides for ComplyNestly customers and their teams.

Employees

Employees overview

What an employee record holds, how the list is organized, and how records tie into compliance.

The Employees list is the roster ComplyNestly measures compliance against. Every credential, requirement, action item, and report figure resolves back to an employee record here.

What a record holds

  • First name and last name — the only required fields.
  • Email and Phone.
  • Job title, Department, and Employee number.
  • Location, which controls manager visibility and location-based reporting.
  • Hire date and Notes.

The list view

Each row shows the employee alongside their compliance status and requirement status, so you can scan the roster without opening individual profiles. The list defaults to active employees.

Plan limits

Employee capacity depends on your plan: five on Free, fifty on Pro, and two hundred fifty on Business. The limit is measured against active employees, so archiving frees capacity.

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