EmployeesQuick Start Guide: Employees Module

Quick Start Guide: Employees Module

This article walks you through the recommended workflow for the Employee module.

Step 1: Import & Manage Employees

Begin by importing your employee data into Scrut:

  • Integrate with your HRIS/HRMS (recommended)
  • Integrate with your IDP
  • Import manually (bulk upload or add individually)

Once imported, manage employees from People ā†’ Employees ā†’ All Employees to view compliance information, upload documents, mark non-personnel accounts, or initiate offboarding.

šŸ“– Detailed guide: Import & Sync Employees

Step 2: Assign Tasks Using Checklists

Create checklists with specific tasks (training, onboarding, security requirements) and assign them to employees or groups.

Default setup: Scrut automatically creates a "Scrut Default" checklist assigned to all employees.

šŸ“– Learn about checklists and task types

Step 3: Create Employee Groups

Organize employees into groups for targeted task assignment.

Best practice: Create role-specific groups (interns, contractors, permanent staff) or training-specific groups (ISMS, SOC 2, HIPAA) to assign relevant checklists to each group.

Default setup: All employees are added to the "Scrut Default" group automatically.

šŸ“– Detailed guide: Create and Manage Groups

Step 4: Enable Notifications

Maximize task completion rates by turning on automation reminders:

  • Email Notifications: Scrut sends email notifications to employees when new tasks are added to the employee portal or when they have pending tasks. Refer to this guide on customizing the email notifications.

  • Slack Integration: You can integrate popular communication tools like Slack with Scrut to send messages, notifications, and alerts directly to employees on specific Slack channels. To enable these notifications:

  • Manual Reminders as needed.

Step 5: Track Compliance

Monitor employee compliance from the People ā†’ Employees ā†’ Overview tab and the People ā†’ Employees ā†’ All Employees tab:

  • View key statistics and progress charts
  • Identify employees with pending tasks
  • Click into individual employee profiles for detailed information
  • Send reminders to non-compliant employees

šŸ“– Using the Overview and All Employees tabs šŸ“– Viewing Individual Employee Details

Quick Tips

āœ“ Start with HRIS integration to keep employee data automatically synced āœ“ Create role-based groups before building checklists āœ“ Enable notifications early to establish good completion habits āœ“ Review the dashboard regularly to stay on top of compliance

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