> 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/assign-policies-trainings-and-onboarding-actions.md).

# Assign Policies, Trainings, and Onboarding Actions

Use the **Assign** actions to map compliance tasks—such as security trainings, policy acknowledgements, and onboarding workflows—to individual staff or staff groups. Assignments can be automated based on group memberships or handled manually per user.

***

### 1. Assign Policies to Staff Groups

Ensure only relevant teams receive applicable policy acknowledgements.

#### To assign policies:

1. Navigate to **Policies > Create or Manage**.
2. When configuring a policy, go to the **Applies to** section.
3. Choose **Assign to specific groups**.
4. Select the staff groups (e.g. Engineering, Sales) the policy applies to.
5. Save and publish the policy.

{% hint style="info" %}
You can assign a policy to all staff by selecting “Applies to all staff” instead.
{% endhint %}

***

### 2. Assign Security Training to Groups

Training modules can be mapped to specific groups to target onboarding or compliance gaps.

#### To assign training:

1. Go to **Trainings > Create or Manage**.
2. In the **Applies to** section, choose **Assign to specific groups**.
3. Select one or more staff groups.
4. Click **Save**.

{% hint style="info" %}
Training reminders and completions are tracked per group and reported in the Monitoring tab.
{% endhint %}

***

### 3. Assign Onboarding Tasks

Here's a short video on how to set up Onboarding.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEsyn5VMU6e0OyGjRtKgx%2Fuploads%2FC6FBqVHmg5hZUHK5xbZK%2FEmployee%20Onboarding%20Setup%20Guide.mp4?alt=media&token=a5a2120c-ad38-4725-bf80-a083f068b1f9>" %}

Staff onboarding tasks are triggered automatically once onboarding is enabled.

#### To trigger onboarding:

1. Go to **People > Overview**.
2. Click **Set up onboarding**.
3. Ensure the following prerequisites are complete:
   * Training programmes are mapped.
   * Policy assignments are configured.
   * Device tracking is enabled.
4. Click **Proceed** to send onboarding emails to all in-scope staff.

{% hint style="info" %}
If prerequisites are incomplete, Sprinto will show a checklist with links to required setup steps.
{% endhint %}

***

### 4. Assign Roles and Responsibilities

Map specific staff members to compliance roles or define job descriptions.

#### To assign roles:

1. Navigate to **People > Roles & Responsibilities**.
2. Click **Add Role** or select an existing role.
3. Map the role to individuals via the **Staff** tab or during onboarding.


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