What Information Do We Need to Get Started?

To properly set up your compliance program, we collect a small amount of information during onboarding. This allows us to configure your account, publish policies, assign training, and ensure your program aligns with regulatory requirements.

We’ll guide you through each step and explain exactly what’s required.

Initial Information We Request

Employee Roster

Early in the onboarding process, our Implementation Team will send an employee roster form.

This typically includes:

Employee name
Date of birth
Job title
Hire date
Work location
Supervisor or reporting structure

This information is used to:

Create employee profiles
Assign appropriate training
Track compliance tasks and documentation

Organizational Details

We may also request basic information such as:

Practice or organization name
Locations and states of operation
Key contacts for compliance or administration

This ensures your account settings and compliance requirements are configured correctly.

Policy Review & Customization Information

During the policy publishing phase, your Compliance Consultant may ask for:

Confirmation of organization-specific details (e.g., titles, locations, workflows)
Review and approval of customized policies before publication

This step ensures policies are accurate, current, and aligned with how your organization operates—while still meeting regulatory requirements.

Information for Additional Services (If Applicable)

Depending on the services included in your program, we may also request:

Vendor or Business Associate information (for BAA management)
Safety or hazard details (for OSHA compliance tools)
Training preferences or schedules
Documentation for optional services such as credential management or background checks

We only request information relevant to the services in your agreement.

Why This Information Matters

Providing complete and accurate information helps:

Prevent delays during implementation
Ensure training and policies are assigned correctly
Support audit readiness and documentation accuracy

Incomplete or inaccurate information may extend timelines or require follow-up.

If You Don’t Have Everything Right Away

That’s common — and okay.

Our team will:

Tell you what’s required vs. optional
Help you prioritize what’s needed first
Work with you to fill gaps where possible

Implementation timelines are highly dependent on client participation, but we support you throughout the process.

What Happens After Information Is Submitted?

Once the required information is received:

Policies are reviewed and published
Training and compliance tasks are assigned
Additional services are onboarded
You’re transitioned to your dedicated support team

Initial phases can often be completed in 2–3 weeks, with full implementation taking up to three months, depending on complexity and responsiveness.

Questions about what to provide or where to start?
Chat with us or reach out to your Implementation Team.

Last reviewed: January 2026

What Information Do We Need to Get Started?

An overview of the information we request during onboarding and why it’s needed.