Are you new to Vanta and looking to get started? It is essential to ensure you begin your personnel onboarding process. The onboarding process ensures your team members complete the checklist to maintain organizational compliance.

Configure your Groups

•  The goal is to organize your personnel based on either department, job functions, or "level of access."
• Learn more about creating your groups here.

Configure & customize your Checklists settings

• Groups are meant to be the best way to identify and organize your personnel, and Checklists are where you assign security tasks to personnel (they're different pages, both designed to work hand-in-hand)
• You can create a specific checklist for people who don't touch sensitive data (such as customer data, production environment, HR/personnel data, or ePHI) and scope down their required policies & security tasks.
• You can always use the same checklist for multiple groups
•  Feel free to preview the personnel onboarding workflow (app.vanta.com/onboarding)

 If you're unsure what security tasks should be required for your groups, its a Security Best Practice to treat them as a FTE and hold them to the same standard. That way you're covering all your bases as a company, and ensuring the best security posture

Send out internal communication

• Leverage Vanta's provided templates to give your personnel more context
• This gives your personnel a precursor into what you're doing as a company to be secure & compliant, a brief intro to Vanta, and company-wide action items
• We recommend sending this out as a company-wide email & in your Slack's #general channel
• Also, it's important to assign a deadline. This way, you can follow up with specific teams/people managers.

Enable automated personnel reminders on the Settings page

• Vanta will automatically send out email reminders to your personnel for their required security tasks - and you can set this to weekly or daily
• We recommend using weekly at first, then switching to daily reminders as the deadline approaches
• There is also a Vanta<>Slack integration that you can leverage for reminders, also found on the Settings page