Employee Assignments
Your ComplySight Administrator will assign Compliance Items to be reviewed and graded on the Expected Completion Date. The employee that is assigned an Area/Item will receive an email of their assignments as shown in the example below.
Dear John Doe:
Your ComplySight Administrator Nancy Wilson has assigned you the following Compliance review.
Area: ACH/Electronic Payments
Item: ATM Fee Disclosure
Required Start Date: 02/02/2015
Completion Date: 03/12/2015
Next Review Date: 02/02/2016
Follow the steps below to complete the Area/Item that has been assigned.
- Select Factor Selection from the Left Menu.
- Select the Area and then the Item from the drop downs.
- Grade each Factor associated with the assigned Item and then mark it as complete.
- Your ComplySight Administrator will be notified via email when the assignment is complete and the employee will receive a copy of that email.
NOTE: The Employee Assignment Review Report is available in the reporting section and will include the Required Start Date, Expected Completion Date, Next Review Date, and Completed On Date.