Your compliance status is determined by your data and it is calculated for each client individually. If your data is incorrect or does not meet the requirements laid out by your client, your compliance status will either be red or yellow, provided you are releasing data to the client.

In order to determine what you are missing click on Clients under Company Management, or click on the compliance pie chart in any area. You will see all clients currently requesting to view your data. If your status is red or yellow for a client, click on the coloured bar. A popup will appear outlining the items requiring attention. To address these issues, go to your Questionnaire & Documents under Company Management and ensure that all information is entered and correct.

Remember: Your compliance status is determined from the information you have entered. Therefore, if something has been entered incorrectly even though the document you provided proves otherwise you must ensure that your answers in Questionnaire & Documents match the documents you provide.

Tip: When entering insurance amounts always count your zeroes and when entering an expiry date make sure you have selected the correct year.

Your compliance status will be black if:

• You have never published your profile.
  • Fix this by going to Questionnaire & Documents under Company Management and clicking the green Publish button on the lower left of your screen. Ensure that you are releasing your subscription to any client(s) you want to see your data.
• You are not releasing your data to the client.
  • Fix this by going to Clients under Company Management. Click the red bar labelled "No" beneath the name of the client. You can also control who can sees your data (new and existing clients) under Company Management in Account Settings, under tab 3. Access Permissions. Check or uncheck the Allow column to provide or revoke access.

To ensure you have the most accurate compliance status possible, double check all information you have entered. If your compliance status is red or yellow, please read Why is my compliance status red or yellow? If your compliance status is black, please read Why is my compliance status black?

You will have a blank compliance status, or no compliance status, if that client has yet to make their matrix live. When a client first begins using ComplyWorks, or decides to make changes to their matrix, they have the ability to hide their matrix from subscribers so they can sort out their requirements without directly impacting you. During this period there will be no colour compliance rating shown for that client.

Some ComplyWorks clients use what is called a Super Matrix that allows them to have multiple compliance ratings for a single subscriber. A client may use this for a variety of reasons, but it is most likely so that they are able to ask different requirements of you, for different clients of theirs.

Click on the green Upgrade or Renew button located at the top of the page.

Renewing: You will be presented with your subscription plan determined by both your number of employees and your previous year’s selection. Click Proceed to Shopping Cart and follow the steps.

Upgrading: If you are upgrading your subscription, please select the type of subscription you would like to upgrade to and click Proceed to Shopping Cart. The cost will be pro-rated based on your current your expiry date. If you are attempting to Upgrade to a subscription that supports more employees please Contact Us.

Please Click Here to purchase a training course. This link will take you to the full listing of all of our courses. Select your course, and then click Buy Course. If you already have a login set up for our system ensure you use the same information to purchase the course now so that it will be tied to your User ID. If you are interested in purchasing multiple courses for multiple people, please Contact Us.

Paying with a credit card is very simple and you should find it quite straightforward to complete this process on your own. Our Customer Support team is more than happy to walk you through this and answer any questions if necessary.

However, our Customer Support team is able to process a credit card payment on your behalf; but again we highly recommend you complete this process on your own. ComplyWorks does not have means of processing payment (credit card machine or otherwise) on site; when we process payment for you, we act as you.

In order to process a payment on your behalf, the Customer Support team member will request your credit card number, and if you are paying by Visa or MasterCard you will also need to provide your Verified by Visa information or your MasterCard SecureCode. If you have not used your credit card for online purchases before, you will have the chance to set up your password information as you complete the online payment process. The process will differ slightly depending on whether you have a Visa or a MasterCard. This extra step of security confirms you are the cardholder and is for your protection. Note that if you choose to have a Customer Support team member process payment on your behalf you will have to work with them to set this up – again, we prefer not to do this.

If You Have Joined ComplyWorks without a Request or Think Additional Clients Of Yours Use Our System
Please contact your clients and/or customers to let them know you are an active ComplyWorks subscriber. If they would like to add you to their list, provide them with your company name exactly as you have entered it on ComplyWorks.

Ensure Your Corporate Information Is Filled In Correctly
Include all branch locations so that current and potential clients can find you quickly and easily. Once you are logged in you can adjust this information and add branch locations by clicking Company followed by Corporate Information and then click the blue Edit button to the left of your company name. Add branch locations at the bottom of the page that appears.

Complete Each Tab under Account Settings
Find this under Company Management > Account Settings. Work through each tab providing as much information as you can.
The following tabs:

1. Services Provided
4. Directory Page, and
5. Company Logo

are especially important for promotional purposes. Whenever a client views your company in ComplyWorks they will see this information, whether or not you are releasing data to them.

Send Your Subscription Details Including the Answers in Your Questionnaire to Anyone You Have Contact Information For
Provided that your subscription is not discounted, you are able to send your subscription to any contact you would like. Click Company Management followed by Send Report to a Non-Subscriber Client and follow the instructions.

Review the Subscription Benefits Page and Print off Your ComplyWorks Certificate
As long as you have published your information at least once, you can access the Subscription Benefits page found under Company Management. From here there is additional information about getting the full value of your ComplyWorks subscription and you can also print off your ComplyWorks certificate to display wherever you would like.

Please note you must fill in and submit the Logo Request Form, and receive approval in order to use the ComplyWorks logo. You can submit the Logo Request Form in order to obtain the ComplyWorks logo for use on your materials. The Logo Request Form is available to you on the Subscription Benefits page under Company Management.

TRIF is your Total Recordable Injury Frequency, based on your data. It is automatically calculated in ComplyWorks through this equation:

Some clients include this in their matrix, and your answer to this question may affect your compliance rating.

Your total recordable incidents are calculated by adding together your company's:

1. medical aid cases in the past year
2. restricted (modified) work cases in the past year
3. lost time injury cases in the past year

You should ensure that you have entered the information correctly.
For example: If a medical aid case becomes a restricted (modified) work case, which soon turns into a lost time injury case, this is recorded as 1 incident, at the highest incident level (it is recorded as a lost time injury case).

Other than correcting errors, there are no other possible adjustments that can be made because your TRIF number is calculated from past data that you cannot change. In some cases, it may be beneficial to provide additional incident information to the client explaining why this calculation does not fully represent the risks they may take in considering your company for work.

This is an alternate Total Recordable Injury Frequency calculation used by a few of ComplyWorks clients. It is automatically calculated in ComplyWorks through this equation:

You control who sees your data and therefore only clients that you have selected to release your information to can see it.

If you are unsure who you are currently releasing data to, visit Clients under Company Management. If to the left of the client’s name (under the Releasing Data column) there is a green box labelled YES, you are currently releasing your data to that client. To change these settings, go to Account Settings, tab 3. Access Permissions.

Some of your information will be displayed to all clients you release to, but if you have client-specific information (example, commercial insurance with an additionally insured statement) please make sure that it is only uploaded into the appropriate client-specific questions.

ComplyWorks automatically tracks the clearance of your workers' compensation for certain provinces in Canada using your workers' compensation number.

This means that every night ComplyWorks attempts to pull a clearance letter for your company to ensure you remain covered. If ComplyWorks is unable to pull a clearance letter your compliance rating will be affected, and you will be alerted that you have a possible workers’ compensation clearance issue.

However, we are not alerted to what the specific issue is (therefore your clients do not know either). This is between you and the specified workers’ compensation board; to find out what the issue is you will need to contact them directly.

Here are the provinces that ComplyWorks may automatically track clearance for, and links to their websites through which you can contact them:

Alberta–Workers’ Compensation Board
http://www.wcb.ab.ca/

British Columbia –WorkSafeBC
http://www.worksafebc.com/

Manitoba—Workers’ Compensation Board of Manitoba
http://www.wcb.mb.ca/

Ontario—Workplace Safety and Insurance Board (WSIB)
http://www.wsib.on.ca/WSIBPortal/faces

Saskatchewan—Saskatchewan Workers’ Compensation Board
https://myaccount.wcbsask.com/WCBPortalWeb/appmanager/WCBPortalWeb/WCBPortalWeb

If you have a worker’s compensation issue for a province or state other than those listed above, this means that you have not supplied correct information and documentation, or the information and documentation you have provided has expired. Review the Workers Compensation section in your Questionnaire & Documents, found under Company Management.

When a request is made to cancel a subscription, our policy indicates that we must confirm some information with you to ensure you understand all options available to you and how this may impact your company. We also want to make sure you are aware of all the ways that you could be using your subscription for managing your internal and external compliance. For further information, please contact us by email (this process must be completed in writing) at cw-support@veriforce.com.