Adding the Last F & P Assessment Certification Date for an Employee

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Overview

User Account Requirements

Navigation 

Adding the Last F & P Assessment Certification Date for an Employee


Overview

A Compliance Officer can record the last F & P Assessment certification date for an employee.


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

  1. From the Home screen, click on the Home dropdown menu.

Home dropdown menu.png

Home Dropdown Menu

  1. Click the SMCR Management link.

SMCR Management Link.png

SMCR Management Link

  1. From the Employees screen, click an Employee link.  

Employee Link.png

Employee Link

Adding the Last F & P Assessment Certification Date for an Employee

  • From the Employee screen, click the Last F & P Assessment/Certification field and select a Date from the Calendar pop-up.

Calendar Pop-up.png

Calendar Pop-up

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