Jonathan DeVore

By: Jonathan DeVore on December 20th, 2021

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Compliance Training: One Mistake Trainers Make (+ What to Try Instead)

If you're in a business that has compliance regulations, mistakes are not an option. Mistakes can lead to:

  • Loss of money
  • Fines
  • Employees getting fired
  • Loss in trust
  • Audit findings

So, your company builds a training strategy to help your employees be compliant. However, often these strategies fall short.

Compliance trainers and managers usually make this one mistake with their strategy — they don't teach employees how to rely on and how to follow policies and procedures.

As Director of Transformational Services at ScreenSteps — a knowledge base software company — I've seen this mistake over and over again. When I've worked with teams to shift their training strategy to include clear documentation that is easy for employees to find and follow, they've reduced compliance errors.

In this 3-minute video, I'll explain why you want to focus on using your policies and procedures in your training. That way, you can minimize costly mistakes in your financial institution.

How to incorporate policies and procedures in training

The best thing you can do to reduce mistakes and risk in your company is to have your employees use your policies and procedures for each and every transaction and interaction.

For employees to know how to use your guides, you first have to train them to turn to your guides for help and on how to read your instructions.

Our ScreenSteps knowledge base software makes it easy for employees to find the guides they need. Plus, the ScreenSteps documentation tools and templates help you write clear articles that are easy to follow. 

Want to learn more about what training looks like when you incorporate your policies and procedures? Check out these articles:

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