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Set up your compliance with the guide

Eight short steps, saved as you go: who you are, your packs, a starter pack, the catalogue, who each item applies to, reminders and approvers, importing what you have, and inviting people.

3 min readLast updated

Applies to: Core (every organisation) · Administrator

On this page

The set-up guide builds your compliance profile in about ten minutes. Each step is one page, saved as you go, and you can skip any step and come back. It reopens at the first step you haven't done or skipped. Admins only.

A new business (in its first 30 days) sees a Set up your compliance in about ten minutes card on its dashboard: Start (or Carry on), or Not now to hide it. Anyone else opens Set-up guide on the compliance profile.

The steps

  1. Step 1: Who you are: your business's name, ABN (optional; it must be a valid ABN), state or territory, and what you do (one or more). Your type of business is shown but can't be changed here: contact us to change it. Select Save and continue.
  2. Step 2: Choose your packs: Core is always on; tick the packs that fit. Unticking a pack hides it and keeps every record. You can change them any time in Settings → Your packs.
  3. Step 3: Your starter pack: suggested items for your type, industry and state, under Suggested for you (ticked) and Also common in your industry (not ticked). Each says why, with a Why it matters link. Untick what doesn't apply and select Add the ticked items.
  4. Step 4: Search the catalogue: search in everyday words or browse by category, and switch items on. Something that isn't there? Build your own rule.
  5. Step 5: Who each applies to: for each item choose everyone or a group (a kind of person, adults only, a site, an asset category or a contractor category). For finer conditions, open the item later and edit who it applies to.
  6. Step 6: Reminders and approvers: Use the defaults (each item's own reminder days, usually 60, 30, 14 and 7 days before and on the day; every admin told in one daily email; admins approve), or Or set them item by item.
  7. Step 7: Import what you have: bring in your people, staff, contractors and equipment from a spreadsheet. Match your columns; nothing is saved until you import. Importing contractors invites each one by email.
  8. Step 8: Invite people: email staff and people who still need something (each gets their own link, no password), invite contractors, and invite colleagues who help run it.
  9. Step 9: Finish: choose whether profile items count in each person's, contractor's, asset's and site's overall status (ticked for a new business), then Go to my dashboard.

Back returns to the step before, Skip this step moves on, and Save and finish later takes you to the profile.

What happens next

  • Adding items turns the compliance profile on.
  • Your dashboard shows a compliance score and what's missing, each with a link to fix it.
  • Reminders go by email before anything is due. Email only.
  • When iComply updates an item you follow, it shows under Updates to review. Nothing changes until you adopt it.

Common questions

  • There's no starter pack for us. Search the catalogue in the next step, or build your own rules.
  • Can I import an Excel file? The people, staff and contractor imports read a CSV file or a pasted list. The asset import also reads Excel.
  • What does “Starting point, not yet reviewed by iComply” mean? The item was taken from what iComply already uses and hasn't been checked against an official source yet. Items marked Reviewed by iComply have. Check starting points with your own adviser.
Suggestions are offers: nothing is added unless you tick it. Your own adviser decides what applies to you.
Open the set-up guide
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