Advisor Instructions

Welcome! This site allows you to easily manage your Compliancedashboard system.

Using the menus on the left, you can access your dashboard marketing material, complete the new employer questionnaire or spreadsheet, edit your or your agency’s information, edit client information, view your client’s dashboard, or run client audit reports.

MARKETING MATERIAL
Click on the “Resource Center” tab on the left to access marketing material that you can use to introduce Compliancedashboard to your clients and prospects. Simply click on a link to access the form or material you need.

ADD AN EMPLOYER
Click on the “Resource Center” tab on the left. You have two options for adding a new employer to Compliancedashboard.

Option 1: Click on the Employer Questionnaire link and complete the questionnaire. After the questionnaire is complete, simply click submit and you will receive notification of when the employer is ready to go live on the dashboard, which is typically within 5 business days after you submit the information.

Option 2: Click on the Client Data Submission Form link and fill in the information on the spreadsheet. This allows you to enter multiple employers on the same spreadsheet. Please note that you must save this spreadsheet to your desktop when you are through and email it to: admin@compliancedashboard.net. You will receive notification of when the employer is ready to go live on the dashboard, which is typically within 5 business days after you send the information.

EDIT YOUR INFORMATION
Click on Profile, then update the information shown in the boxes. Click “Save” when you are finished. 
Please Note: We recommend that you do not change the settings listed under the “Settings” tab.

VIEW YOUR AGENCY AND AGENCY CONTACT INFORMATION
Click on “Broker” under the Compliancedashboard header. View your agency information by clicking on the “Info” tab and view your agency contact information by clicking on the “Contact” tab. If any changes should be made to this information, please send an email with these changes to update@compliancedashboard.net.

VIEW YOUR CLIENT’S DASHBOARD
Click on “Companies” under the Compliancedashboard header, which will display a list of your clients on Compliancedashboard. Scroll down to the company you wish to view, place your cursor over the company name, then click on the “View” link that appears below the company name. This will show you the HR Manager dashboard for that company, which provides an at-a-glance view of where the company stands in completing their compliance activities. To return to the administration dashboard, click on the “Admin Dashboard” link at the top of the page.

The “Companies” link also provides access to update your client’s information. However, unless you have received training on using this tool, we recommend that you send all client changes and updates to us at update@compliancedashboard.net and we will make the appropriate changes. There is no additional charge for sending us your changes to complete.

RUN CLIENT AUDIT REPORTS
Click on “Reports” under the Compliancedashboard header, which will display a list of preset client reports. Place your cursor over a report name to Edit, View, Download or Delete the report. To create a new report, click on “Add New” at the top of the page.

Please Note: The “Dashboard” menu item at the top of the menu bar is for future use.