Oversight
Compliance
Track statutory, workforce, client and site deadlines such as licence renewals, PF/ESIC filings and police re-verification, with due dates, owners and alerts.
Sidebar → Compliance (route /compliance). Use it for anything with a due date that you must not miss: PSARA licence renewals, PF/ESIC filings, a client's audit, a guard's police re-verification.
Who can do this: Admin, Ops Manager, HR Manager, Supervisor (compliance.manage); Clients see items for their sites.
Add a task
Compliance Tasks → Add compliance task:
| Field | Required | Notes |
|---|---|---|
| Title | Yes | e.g. Renew PSARA licence for Bengaluru branch |
| Category | Yes | e.g. Statutory licence, PF/ESIC, Client audit, Police re-verification |
| Status | open, in progress, completed, overdue, waived | |
| Due date | ||
| Employee / Client / Site | Link the task to whoever it concerns |
Follow up
- Overdue and due-soon tasks raise alerts on the Dashboard and in Notifications.
- Reports lists open, overdue and due-soon tasks.
- Linked tasks also appear on the employee's profile and in the customer's Client portal.
- When it's done, set the status to completed; use waived when it no longer applies.