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 → Employees → All Employees to view compliance information, upload documents, mark non-personnel accounts, or initiate offboarding.

📖 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.

📖 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.

📖 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 → Employees → Overview tab and the People → Employees → 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

📖 Using the Overview and All Employees tabs 📖 Viewing Individual Employee Details

Quick Tips

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

Was this page helpful?