Compliance & Documents software
Every document, every signature, every retention rule.
Document management, policy distribution, signature workflows, and retention rules — built for the audit that hopefully never comes but that you have to be ready for anyway.
What's on this page
- The opinion behind it — what this module does and why it's built this particular way.
- Key capabilities — a tactile list of the actual features in the module.
- Who it's for — company stage, team size, and the kind of HR operator this fits.
- Documents that pair with it — $49 templates available right now that work with this module.
- Connected modules — how this fits in the wider system.
- Frequently asked questions — the things prospects most often ask before deciding.
What this module actually does.
Most HR teams keep employment documents in three places: a network drive, the HRIS, and someone's email. When something needs to be produced — for an audit, a litigation hold, a Subject Access Request, a Fair Work Commission complaint — it takes hours of hunting and the documentation is often incomplete.
Our compliance and documents module is the system of record for everything that requires a signature, a retention rule, or an evidence trail. Offer letters, employment contracts, NDAs, performance reviews, PIPs, termination letters, training acknowledgments, policy receipts — all in one searchable, audit-ready place.
The module is opinionated about retention: every document type has a retention rule defined by the relevant law (US 4-year for personnel files, AU 7-year for FW Act records, etc.) and the system tracks when each document can be securely destroyed. The audit trail captures who viewed what, when, and from where.
What you can actually do with it.
- 01Document library: templates for offers, contracts, NDAs, reviews, terminations (all our $49 docs included)
- 02Electronic signature workflow with audit trail
- 03Per-document retention rules per jurisdiction
- 04Policy distribution with acknowledgment tracking
- 05Audit trail: who viewed, downloaded, signed, modified each document
- 06Subject Access Request workflow (GDPR / CCPA) with response packet generation
- 07Litigation hold management — freeze affected employee records
- 08Bulk operations: send all employees a new policy, collect acknowledgments
- 09Version control on all templates with change history
- 10API for programmatic document generation from offer-letter and contract workflows
The right fit, honestly.
HR teams that have been bitten by a missing document, a regulatory audit, or a Subject Access Request. Compliance-conscious leadership in healthcare, financial services, government contractors, and any organisation operating across multiple jurisdictions.
The compliance & documents templates, ready now.
Many of the documents that power this module are available individually right now. Buy what you need today; the system arrives when you're ready for it.
Standard Offer Letter (US, At-Will)
At-will employment, ready to send today.
Employee Confidentiality + IP Assignment
Confidentiality, invention assignment & non-solicit (US).
Mutual NDA
Two-way confidentiality with five use-case cover paragraphs.
Executive Offer Letter
VP and C-suite roles. Equity, severance, indemnification.
Permanent Employment Contract (AU)
Full-time, Fair Work-compliant. Australia.
Casual Employment Contract — NSW
Australia, NSW. Fair Work-compliant casual engagement.
Fixed-Term Employment Contract (AU)
Fair Work Amendment Act 2023 compliant.
Where this fits in the wider system.
What you might be wondering.
Can I import my existing HR documents?
Yes. The migration tool accepts PDFs, Word docs, and exports from BambooHR / Rippling / Workday. We classify each document by type and apply the right retention rule automatically.
Is the electronic signature legally binding?
Yes — the signature workflow complies with the US ESIGN Act, EU eIDAS regulation, and AU Electronic Transactions Act. Signed documents are admissible as evidence in court.
What happens to documents when an employee leaves?
Documents enter the post-employment retention period per the relevant jurisdiction. Personnel files stay accessible to authorised HR for the retention window, then are securely destroyed with audit trail of the deletion.
Buy a compliance & documents template today.
The documents that power this module are available individually now. The full module ships when it's genuinely useful — not before.