[{"data":1,"prerenderedAt":304},["ShallowReactive",2],{"help:\u002Fhelp\u002Foperations\u002Fpolicy-compliance-tracking":3,"help-all-categories":182,"help-cat-articles:\u002Fhelp\u002Foperations\u002Fpolicy-compliance-tracking":302,"help-related:\u002Fhelp\u002Foperations\u002Fpolicy-compliance-tracking":303},{"id":4,"title":5,"audience":6,"body":7,"category":162,"description":163,"draft":164,"extension":165,"icon":166,"keywords":167,"meta":173,"navigation":174,"order":175,"path":176,"related":177,"seo":178,"stem":179,"updatedAt":180,"__hash__":181},"help\u002Fhelp\u002Foperations\u002Fpolicy-compliance-tracking.md","Track policy compliance","clinic",{"type":8,"value":9,"toc":150},"minimark",[10,19,24,27,81,88,99,103,121,125,130,133,137,140,144],[11,12,13,14,18],"p",{},"The compliance dashboard answers one question for the whole team at once: who has acknowledged every published policy, and exactly what each person is missing. It's an admin-only view under ",[15,16,17],"strong",{},"Operations → Policies",".",[20,21,23],"h2",{"id":22},"how-do-i-see-who-hasnt-signed-a-policy","How do I see who hasn't signed a policy?",[11,25,26],{},"Open the compliance dashboard. The top of the page summarises the business — how many policies are published, how many employees, how many are fully compliant. Below, one row per employee:",[28,29,30,43],"table",{},[31,32,33],"thead",{},[34,35,36,40],"tr",{},[37,38,39],"th",{},"Column",[37,41,42],{},"What it tells you",[44,45,46,57,67],"tbody",{},[34,47,48,54],{},[49,50,51],"td",{},[15,52,53],{},"Employee",[49,55,56],{},"Name, email, role, hire date",[34,58,59,64],{},[49,60,61],{},[15,62,63],{},"Compliance",[49,65,66],{},"How many of the published policies they've acknowledged, as a count and a percentage",[34,68,69,74],{},[49,70,71],{},[15,72,73],{},"Missing",[49,75,76,77,80],{},"Each unsigned policy by name — including ones where they signed an ",[15,78,79],{},"older version"," and the policy has since been republished",[11,82,83,84,87],{},"Use the search box to find a person and the ",[15,85,86],{},"only missing"," filter to hide the fully-compliant rows and see just the outstanding work.",[89,90,91],"tip",{},[11,92,93,94,98],{},"\"Signed an older version\" counts as missing on purpose. A policy that changed materially needs a fresh acknowledgement — the dashboard flags those separately so you know the person signed ",[95,96,97],"em",{},"something",", just not the current text.",[20,100,102],{"id":101},"closing-the-gaps","Closing the gaps",[11,104,105,106,109,110,115,116,120],{},"Employees see their outstanding policies in the ",[15,107,108],{},"Action required"," section of Today, and anyone landing back in ",[111,112,114],"a",{"href":113},"\u002Fhelp\u002Fgetting-started\u002Fcomplete-your-onboarding","onboarding"," is routed straight to unsigned policies. Chasing usually means a reminder in person or via ",[111,117,119],{"href":118},"\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook","notes"," — signatures themselves always come from the employee, on their own login.",[20,122,124],{"id":123},"common-questions","Common questions",[126,127,129],"h3",{"id":128},"why-does-a-new-hire-show-as-non-compliant-on-day-one","Why does a new hire show as non-compliant on day one?",[11,131,132],{},"Because they are — every published policy awaits their signature. Their first login walks them through signing, so the row usually clears itself within a day.",[126,134,136],{"id":135},"can-i-sign-on-someones-behalf","Can I sign on someone's behalf?",[11,138,139],{},"No. Acknowledgements are personal legal sign-offs, recorded with the signer's identity and timestamp. The dashboard tracks; it never signs.",[126,141,143],{"id":142},"a-policy-was-updated-does-everyone-have-to-re-sign","A policy was updated — does everyone have to re-sign?",[11,145,146,147,149],{},"When a policy is republished as a new version, prior acknowledgements apply to the old text, and the dashboard lists the policy under ",[15,148,73],{}," (marked as an older-version signature) for everyone until they re-acknowledge.",{"title":151,"searchDepth":152,"depth":152,"links":153},"",2,[154,155,156],{"id":22,"depth":152,"text":23},{"id":101,"depth":152,"text":102},{"id":123,"depth":152,"text":124,"children":157},[158,160,161],{"id":128,"depth":159,"text":129},3,{"id":135,"depth":159,"text":136},{"id":142,"depth":159,"text":143},"operations","See at a glance which team members have signed every published policy, who's missing what, and who signed an outdated version.",false,"md","i-lucide-shield-check",[168,169,170,171,172],"policy acknowledgement tracking","who signed the policy","staff compliance dashboard","unsigned policies","policy signed old version",{},true,40,"\u002Fhelp\u002Foperations\u002Fpolicy-compliance-tracking",null,{"title":5,"description":163},"help\u002Foperations\u002Fpolicy-compliance-tracking","2026-08-14","P7ojCQc-DJNvLPObIyrnHVFx5ppzYSukASCqAW0A_EU",[183,194,203,212,222,232,241,251,261,271,281,292],{"id":184,"title":185,"audience":6,"description":186,"extension":187,"icon":188,"meta":189,"order":190,"slug":191,"stem":192,"__hash__":193},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":195,"title":196,"audience":6,"description":197,"extension":187,"icon":198,"meta":199,"order":152,"slug":200,"stem":201,"__hash__":202},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":204,"title":205,"audience":6,"description":206,"extension":187,"icon":207,"meta":208,"order":159,"slug":209,"stem":210,"__hash__":211},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":213,"title":214,"audience":6,"description":215,"extension":187,"icon":216,"meta":217,"order":218,"slug":219,"stem":220,"__hash__":221},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":223,"title":224,"audience":6,"description":225,"extension":187,"icon":226,"meta":227,"order":228,"slug":229,"stem":230,"__hash__":231},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":233,"title":234,"audience":6,"description":235,"extension":187,"icon":236,"meta":237,"order":238,"slug":162,"stem":239,"__hash__":240},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":242,"title":243,"audience":6,"description":244,"extension":187,"icon":245,"meta":246,"order":247,"slug":248,"stem":249,"__hash__":250},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":252,"title":253,"audience":6,"description":254,"extension":187,"icon":255,"meta":256,"order":257,"slug":258,"stem":259,"__hash__":260},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":262,"title":263,"audience":6,"description":264,"extension":187,"icon":265,"meta":266,"order":267,"slug":268,"stem":269,"__hash__":270},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":272,"title":273,"audience":6,"description":274,"extension":187,"icon":275,"meta":276,"order":277,"slug":278,"stem":279,"__hash__":280},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":282,"title":283,"audience":284,"description":285,"extension":187,"icon":286,"meta":287,"order":288,"slug":289,"stem":290,"__hash__":291},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":293,"title":294,"audience":284,"description":295,"extension":187,"icon":296,"meta":297,"order":298,"slug":299,"stem":300,"__hash__":301},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[],1790218959804]