Compliance Cover
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Beginner 15 min read

Getting Started with Compliance Cover

A complete walkthrough of setting up your account, adding employees, and configuring your first compliance checks.

01

Create your organisation

When you first sign up for Compliance Cover, you'll be prompted to create your organisation. This is the foundation of your compliance workspace.

What you'll need: Company name and registered address, Primary contact details, Industry sector (helps us tailor your experience), Estimated number of employees.

Your organisation settings can be updated at any time from Settings > Organisation.
02

Invite your team

Compliance is a team effort. Invite colleagues who need access to the platform and assign them appropriate permission levels.

Permission levels: Admin (full access), Manager (view and edit records), Viewer (read-only access), Supplier (external portal access).

To invite team members, go to Settings > Team > Invite User.
03

Add your employees

Your employee records form the heart of your compliance tracking. There are two ways to add employees:

Option 1: Add individually - Navigate to Staff > Add Employee and fill in the required details.

Option 2: Bulk import via CSV - For larger organisations, use our CSV import tool.
04

Configure your compliance checks

Now it's time to set up the compliance checks relevant to your organisation. Compliance Cover supports multiple check types including Right-to-Work verification, DBS checks, Training & certifications, and Custom checks.
05

Set up document expiry alerts

Never miss an expiring document again. Compliance Cover automatically monitors all dates across your records and sends timely reminders at 90, 30, and 7 days before expiry.

Go to Settings > Notifications to adjust timing, frequency, and recipients.
06

Run your first compliance report

Reports give you instant visibility into your compliance status.

Key reports: Compliance Overview, Expiry Forecast, Missing Documents, Audit Evidence Pack.

All reports can be exported as PDF or Excel for sharing with auditors.

You're all set!

You've completed the getting started with compliance cover. Your Compliance Cover account is now ready to help you stay compliant.

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