← Get Audit Ready

Before you notify us to begin your auditor engagement, please run through this rapid checklist to avoid the most common day-one audit traps:

• The Org Chart Upload: Ensure you’ve uploaded an org tree chart under People>Chart
• The Org Chart Match: Ensure every person listed on your uploaded Org Chart is actually added to your People tab with the employee role.
• Device Compliance: Check People > Devices to confirm every employee laptop is showing a green "Compliant" status.
• Sample sizes: Confirm you have uploaded Employee Performance Evaluations for at least 5 employees (or 10% of the company, whichever is greater).
• The "Not Relevant" Trap: Do not mark tasks as "Not Relevant" without asking us first—even small teams must provide evidence for the vast majority of controls.

📣 All Done?

If your dashboard is looking green and you've cleared the list above, you are ready!

Notify us in your shared Slack channel so we can officially begin your auditor engagement.