Getting Started
AutoComply empowers your team to streamline internal processes and collaborate seamlessly on non-compliance related tasks.
Imagine this: your team has several internal tasks that require consistent data entry or completion, whether it’s a daily sales report, expense voucher processing, or a recurring marketing campaign checklist. These tasks, though not directly tied to compliance, can benefit from automation and centralized management.
This guide will walk you through the process of creating a custom obligation.
How to Create a Custom Obligation on AutoComply
1. On your AutoComply dashboard, navigate to Settings on the left menu bar (the very last item);
2. On the Settings page, click “Custom Compliance”;
3. Click Get Started
4. Next, click Add Obligation. On the Obligation Setup page, fill in the
- Obligation Name: What is the name of the obligation (e.g. WHT Returns) or Project (e.g. Complete Office Move)?
- Obligation description: A description makes sure everyone is on the same page
- Select the type of compliance: If this is a project and not a regulatory obligation, you may choose “General compliance”
- Frequency of the obligation: Is it weekly, monthly etc.?
- Filing Window: When do you want to be reminded to start working on this custom obligation? 3 days, 60 days? Factor in how long it’ll take for team members to complete tasks before the deadline.
5. Click “Create Obligation”
To map obligations to tasks and subtasks, view this guide
