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Transamerica 401(k)
Your Team of Specialists

The specialists who keep your training catalog current.

HR advisor maps your state + industry training requirements. Client success lead runs rollouts. Compliance lead refreshes content as laws change.

  • Jenifer V, HR Advisor
    Jenifer V
    HR Advisor
  • Jena Glazier, Client Success Lead
    Jena Glazier
    Client Success Lead
  • BG
    Becca G
    HR & Payroll Specialist

Assigned on day one. Renewed automatically. Audit-ready always.

Four phases. Mandated training happens on a cadence regulators expect, without you managing a spreadsheet.

  1. Phase 1

    Scope required training

    Your HR specialist maps the training matrix by state (CA, NY, IL, CT, DE + federal), industry, and role. New hires, managers, healthcare, construction: different matrices.

  2. Phase 2

    Auto-assign at onboarding

    Role-triggered assignments during onboarding. Employee sees the training queue on day one. Due dates set.

  3. Phase 3

    Track + remind

    Progress tracked per employee per module. Automated reminders at 30, 14, 7, 1 day. Manager visibility.

  4. Phase 4

    Recertify + audit-pull

    Annual renewals (harassment prevention, OSHA) auto-assigned. If a regulator or auditor asks, specialist pulls completion records by employee, course, date.

Questions about the process? Let’s talk →

Every mandated course, every state, every role.

Training catalog maintained and updated as laws change. You see completion; we handle content.

HARASSMENT PREVENTION

Federal baseline + CA, NY, IL, CT, DE manager variants

Harassment-prevention statutes are state-specific. California, New York, Illinois, Connecticut, Delaware each have their own. Federal baseline plus state-specific manager variants assigned by work location.

5 statesMandated variants + federal baseline

OSHA SAFETY

29 CFR 1910 general industry, 1926 construction

General-industry and construction-standard training. Hazard communication, bloodborne pathogens, PPE, lockout/tagout, scoped to your actual exposures. Not generic.

1910 + 1926Standards · exposure-scoped

HIPAA

Privacy + security training for healthcare clients

HIPAA Privacy Rule and Security Rule training for covered entities and business associates. Refreshed annually per statute. Exempt if you're not a healthcare-industry client.

AnnualHIPAA refresh · privacy + security

WORKPLACE VIOLENCE

CA SB 553 + comparable state laws

California SB 553 requires workplace violence prevention plans + employee training for most employers. Other states have comparable laws. Your specialist maps your obligations.

SB 553CA · plus comparable states

WAGE + HOUR

Meal/rest, off-the-clock, exempt-vs-nonexempt

FLSA-driven training on meal/rest periods, off-the-clock work, exempt vs. nonexempt classification. Most wage-and-hour claims start here; training cuts off the claim at the root.

FLSAMeal/rest + classification training

MANAGER COMPLIANCE

Hiring, discipline, termination, documentation

Manager-specific training: legal interview questions, progressive discipline, defensible documentation, termination conversations. The mistakes managers make cost the employer, not the manager.

Manager-gradeHiring + discipline + term training

See your required training matrix in 15 minutes.

Tell us your states, industry, and role mix. Your HR specialist pulls the required training matrix, tests your current completion rate, and flags gaps.

THE TRACK RECORD

Completion tracked. Content current. Regulators satisfied.

0+
employers on active training
0+
employees trained
0
states of requirements mapped
Annual
content refresh cadence

“Running HR for a 120-person nonprofit, I was a one-person department drowning in compliance changes and a handbook untouched in five years. VertiSource HR rebuilt our handbook and stood up a training calendar. Now I feel confident when our board asks about HR risk.”

J.L. · HR Director 120-employee 501(c)(3) nonprofit, Utah

Training records live on the employee record, not in a separate silo.

Onboarding triggers the right matrix for the role. Completion records sit on the HRIS employee profile. Termination documentation pulls the full history.

Role-based training auto-assigned on day one. State + industry variants applied based on work location.

Completion records (course, date, score) stored with audit trail on the employee profile.

Separation documentation pulls the full training history for unemployment-claim + EEOC response if needed.

Want this for your team? Let’s talk →

FAQ

Compliance training questions employers ask us

Still have a question? Let’s talk →

Mandatory training, handled. Your employees stay current and your binders aren’t dusty.

Talk to HR specialists who’ve mapped state + industry training for 500+ employers across 50 states. New hire to annual refresh: tracked, renewed, audit-ready.