Article Content
Creating a New Compliance Self-Certification
Overview
Compliance Officers can create compliance self-certifications for employees. When a certification has been assigned to a user, the certification will appear on your My Tasks list on the Home screen.
User Account Requirements
The user account used to log into Kroll's Managed Compliance Software must have Compliance Officer permission to access the SMCR Management section.
Navigation
- From the Home screen, click on the Home dropdown menu.
Home Dropdown Menu
- Click the SMCR Management link.
SMCR Management Link
- From the Employees screen, click the Employee - Compliance Self-Certification tab.
Employee - Compliance Self-Certification Tab
- From the Employee - Compliance Self-Certification screen, click the + Create New button.
+ Create New Button
Creating a New Compliance Self-Certification
- From the Create a new Self-Certification screen, enter an employee name in the Employee field and select an employee from the dropdown menu.
Employee Field
- Click the Next button.
Next Button
- Click the Send to Employee button to send the certification to the selected employee. Employees will get a system notification that a certification is available for them to complete. The certification will also appear on the employee's My Tasks list.
Send to Employee