> For the complete documentation index, see [llms.txt](https://docs.sprinto.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinto.com/data-library/people/dashboard-actions.md).

# Dashboard Actions

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

<table data-header-hidden><thead><tr><th width="190.96484375"></th><th></th></tr></thead><tbody><tr><td><strong>Action</strong></td><td><strong>Description</strong></td></tr><tr><td><strong>Create staff profiles</strong></td><td>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.</td></tr><tr><td><strong>Manage staff records</strong></td><td>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.</td></tr><tr><td><strong>Assign roles and responsibilities</strong></td><td>Define key compliance roles (e.g. Infosec Officer, People Ops), assign them to staff, and document role responsibilities for organisational clarity.</td></tr><tr><td><strong>Sync HR data and groups</strong></td><td>Refresh data from connected HRMS and IDP platforms, including staff details and employee groups used for scoping and training/policy targeting.</td></tr><tr><td><strong>Upload reports and evidence</strong></td><td>Upload hiring evaluations, background verification reports, and other CSV-based staff documentation for compliance tracking and audit evidence.</td></tr><tr><td><strong>Filter and view staff</strong></td><td>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.</td></tr></tbody></table>

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.


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