Employee Onboarding Template: SOC 2

  • Updated

If you would like to contact your employees directly, rather than using Vanta's automated reminders, to complete the security tasks you have created for them, you can leverage our templates to get you started: 


Employee Onboarding Template: SOC 2


Subject: [Important] SOC 2 compliance readiness and Vanta onboarding



Hi Team! 


As you all know, we are working on obtaining our SOC 2 Type 2 attestation report.


We are pursuing our SOC 2 to ensure the security of our customer's data. Many customers even have specific teams that need to validate the security of the software they purchase. With a SOC 2, we're able to instill trust with customers regarding our data protection practices and in turn, expedite our sales cycles.


To prepare for this audit, we've been working with a SaaS company, Vanta, to help us become and stay SOC 2 compliant. As part of the audit process, we need you to be onboarded onto Vanta. This is an investment of time to ensure we all follow consistent security practices and a seamless audit.



Please complete the following steps


  1. Go to https://app.vanta.com/onboarding
  2. Read and accept our security policies
  3. Install the Vanta Agent on your company machine (e.g. laptop). With limited access, the app is read-only and is detecting that certain programs are running on your machine. It ensures:
    1. A password manager is installed
    2. The hard disk is encrypted
    3. The operating system is up-to-date
  4. Complete security awareness training
    1. The online training should take 8 mins to complete, from start to finish and will automatically track your completion (important to not click out of the video or you may have to start over)

To help us stay on track with our goal & timeline, we’d need all employees to complete their required steps by [ENTER DATE HERE].