Dashboard Actions

Learn how to create, manage, assign, sync, filter, and upload staff-related information in the People section of Sprinto.

Sprinto’s Dashboard Actions in the People section let you efficiently control all staff-related compliance workflows. These actions span the full staff lifecycle—from onboarding and role assignment to scoping, offboarding, and documentation—ensuring your organisation remains compliant and audit-ready.

This article outlines the available dashboard-level actions across all tabs within the People section.

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Available Dashboard Actions

Action	Description
Create staff profiles	Add new staff members to Sprinto via HRMS/IDP integrations or manual input. You can add individuals or use the CSV upload option to onboard in bulk.
Manage staff records	View and edit staff profiles, update custom fields, mark users in or out of scope, upload hiring/BGV reports, assign reporting managers, or offboard staff as needed.
Assign roles and responsibilities	Define key compliance roles (e.g. Infosec Officer, People Ops), assign them to staff, and document role responsibilities for organisational clarity.
Sync HR data and groups	Refresh data from connected HRMS and IDP platforms, including staff details and employee groups used for scoping and training/policy targeting.
Upload reports and evidence	Upload hiring evaluations, background verification reports, and other CSV-based staff documentation for compliance tracking and audit evidence.
Filter and view staff	Apply filters to search and segment staff by name, onboarding status, check completion, special cases, scoping, roles, and compliance zones. This helps identify bottlenecks and take action efficiently.

These actions are accessible across the following tabs: Staff, Monitoring, Security Roles, Roles & Responsibilities, Org Chart, and Configuration. They ensure you maintain visibility and control over your compliance staffing data.

Refer to each action-specific article for step-by-step instructions.