Assign Policies, Trainings, and Onboarding Actions

Learn how to assign security policies, training modules, and onboarding tasks to staff and groups in Sprinto.

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.

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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.

You can assign a policy to all staff by selecting “Applies to all staff” instead.

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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.

Training reminders and completions are tracked per group and reported in the Monitoring tab.

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3. Assign Onboarding Tasks

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

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.

If prerequisites are incomplete, Sprinto will show a checklist with links to required setup steps.

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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.