Help Centre

Set up compliance attributes

Decide which checks you track, how often they expire and which roles, departments or people they apply to.

A compliance attribute is anything you need on file for a person — a police check, NDIS Worker Screening, first aid certificate, driver licence, vaccination record, training module and so on. Each organisation's list is different, so you set it up yourself.

1. Click Settings and scroll to Compliance attributes.
2. Under New attribute, type the name, for example First Aid Certificate.
3. Leave Has expiry ticked if it expires, then choose how:
   • Every N years or Every N months — type the number.
   • Fixed calendar date — one date for everyone (for example an annual training deadline).
   • Based on date on document — the expiry printed on each person's document.
4. Under Applies to, choose Role, Department or Specific staff, then tick who it applies to.
5. Click Add attribute.

The attribute now appears on the Compliance page and on the Compliance tab of everyone it applies to.

Change or retire an attribute

• Click the pencil icon to edit it, then Save changes.
• Click Deactivate to stop tracking it without losing past records. Activate brings it back.

Tip: Untick Has expiry for one-off items such as a signed code of conduct.

Related articles

• Use the Compliance page
• Verify a compliance item — expiry, date sighted and verified by
• Getting the most from Workforce Ignite — a setup plan

Last reviewed 2026-10-13.