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Software for Nonprofits | Hibox for Nonprofits Software for Nonprofits | Hibox for Nonprofits
  • Products
    Nonprofit Software
    Nonprofit LMS
    Nonprofit Courses
    Project Management
    Nonprofit Software
    Program Management
    Volunteer Management
    Board Management
    Compliance Tracking
    Business Software
    Chat for Business
    Business CRM
    Meeting Scheduler
    Nonprofit Training
    Training Catalog
    Nonprofit Tools
    Chat with Us
    For Just 15 MinutesGet a Demo and a Free Trial
    Book a demo today
    Pick a Time that Works for You
  • Partnerships
    Nonprofit Consultants
    Nonprofit Associations
  • Pricing
  • Help & Contact
    Want to See How it Works?
    Book a Demo
    Product Information
    Product Help
    View Roadmap
    System Status
    Get In Touch
    Support Chat
    Contact Us
    About Us

Dashboard

  • Board Management Settings

Dashboard

  • Compliance Alerts
  • Upcoming Deadlines

Sessions

  • Removing a participant from a session
  • Approve or Reject Session Participants
  • Manage Session Participants
  • Creating Sessions
  • Edit a session

Board Members

  • Restoring Archived Board Members
  • Permanently Delete an Archived Board Member
  • Deleting a Board Member
  • Edit a Board Member
  • Managing Committees
  • Adding Board Members in Bulk
  • Adding Board Members

Compliance Tracking

  • Compliance Tracking by Deadline
  • Compliance Tracking by Certification
  • Compliance Tracking by Employee
  • Exporting a Compliance Tracking Report
  • Compliance Due Dates
  • Assigning a New Compliance Course
  • Sending a Compliance Reminder
  • Tracking Employees Compliance

Time Tracking

  • Volunteer View
  • Deleting a Logged Shift
  • How to log out someone else
  • Adding time manually
  • How to log in
  • How to log out
  • Time Tracking

Important Dates

  • Adding a Board Deadline
  • View Meeting Information
  • Deleting a Board Meeting
  • Setting up a Board Committee Meeting
  • Setting up a Meeting for Board Members

Compliance Mapping

  • Global Compliance Mapping
  • Adding a New Certification Requirement
  • Deleting a Certification Requirement
  • Editing Certifications Information and General Details
  • Compliance Settings
  • Individual Compliance Mapping
  • Global Compliance Mapping
  • Certification Management
  • Compliance Mapping Overview

Event Management

  • Opening and Closing an Event Registration Manually
  • Track Attendance of an Event
  • Assigning an Event Roster
  • Editing an Existing Event
  • Creating an Event

Meeting Attendance

  • View Past Meeting Attendance
  • Report Meeting Attendance

Voting & Decisions

  • Creating a New Voting Session
  • Send a Vote Request via Email
  • Recording Votes
  • Visualizing Voting History
  • Closing a Vote
  • Casting a Vote
  • Manage Board Votes and Decisions

Tasks

  • Uploading a Document
  • Uploading Files to a Task
  • Finding a Task
  • Deleting a Task
  • Changing a Task Status
  • Reassigning a Task
  • Editing a Task
  • Creating a New Task

Programs Management

  • Setting Up a New Program
  • Define Outcome Measures for Your Programs
  • Setting Organizational Program Goals
  • Add Expenses to a Program
  • Approving or Rejecting Program Registrations

Documents

  • Downloading a Document
  • Uploading a Document from Google Drive

Client Management

  • Adding Clients Manually

Applications

  • Volunteer Applications
  • Approving – Rejecting a Volunteer

Scheduling

  • Remove a Volunteer from a Scheduled Session
  • Assign a Shift to a Volunteer
  • Deleting a Volunteer Shift
  • Editing a Shift
  • Creating a Volunteer Shift

Form

  • Form Builder
  • Editing an Existing Form
  • Creating a New Form
  • Create a Form

Hibox - Files and Uploads

  • Uploading Files
  • Managing Subfolders
  • Moving / Copying Files
  • Personal File Folder
  • How to Search & Filter Files
  • How to Delete Files

User Management

  • Change Another User’s Password
  • Change a User’s Role, Department or Job Type
  • Activate / Deactivate Users
  • Edit User Information

Single Invitation

  • Inviting Multiple Users (Same User Types)
  • Add an Individual User

File Upload

  • Inviting Multiple Users (Multiple User Types)

Hibox - Chat and Streams

  • How to Start a Chat
  • Stream / Channels Privacy
  • How to Create Streams
  • Can I Delete the Public Stream?
  • How to Add and Remove Users from Streams
  • How to Designate Users as Stream Admins
  • How to Mention and Quote
  • How to Search for Messages
  • How to Add GIFs to your Messages
  • How to Delete Messages
  • How to Turn Off Stream Notifications
  • How to Close or Archive Streams

Hibox - Account

  • How to set your Profile Status
  • How to Get Started with Hibox
  • Do all my Colleagues Need to Create an Account?
  • How to Change Hibox Language
  • How To Edit Your Profile
  • How To Change Your Company Name
  • How to Set Notifications
  • How To Check the Dashboard
  • How to Check Billing Details
  • How to Reset/Change Password
  • How Multiaccounts feature works
  • How to Delete Your Own User
  • Can I Create an Account With a Personal Email ID?
  • How Can I Delete My Account and Remove All Data?

Business Apps Billing

  • How Billing Works
  • How to Check Billing Details

Hibox - Integrations

  • How to Integrate Google Drive, Box, and Dropbox
  • How to Use the Email Integration
  • Integrate Google Calendar
  • Create Meetings with Google Calendar
  • Integrating Outlook
  • Create Meetings with Outlook Calendar

Hibox - Reports

  • Dashboard
  • Chat History Tool
  • Auditing Log Tool

Hibox - Security

  • Data Security

Hibox - Videoconferencing

  • How to Start a Private Videoconference
  • How to Start a Group Videoconference
  • How to Share Your Screen

Hibox - Task Management

  • How to View Tasks Assigned to Me?
  • How to Edit Multiple Tasks at the Same Time
  • How to Create a Task from a Stream
  • How to Create Tasks from the Task View
  • How to Create Personal Tasks
  • How to Close a Task
  • How to Create Recurring Tasks
  • How to Create Subtasks
  • How to Use the Calendar View
  • How to Search and Filter Tasks
  • How to Export Tasks
  • How to Edit Tasks
  • How to Create a Task Template
  • Time Tracking
  • How to Delete a Task
  • How To Restrict Task Editing
  • Can I Assign a Task to More Than One User?
  • How to Add Comments and Attachments to Tasks
  • Change a Task Priority

Hibox Scheduler - Event Types

  • Add a Message for guests after a Meeting is Scheduled
  • How Can Someone Book a Meeting with Me?
  • Create a New Event
  • Edit an Existing Event
  • Allow Recurring Events
  • Create a Buffer Time Between Bookings
  • Set a Minimum Booking Notice
  • Hide Events from your Public Calendar
  • Setting up a Phone Meeting
  • Setting up a Face to Face Meeting
  • Viewing your Public Calendar

Hibox - Troubleshooting

  • Login Problems
  • How to Clear Browser Cache and Cookies

Hibox Scheduler - Bookings

  • Booking
  • Rescheduling Events
  • How can Guests add Additional Guests to a Meeting

Hibox - Users

  • How to Invite Users
  • How to Designate User Roles
  • How to Customize Permissions for User Roles
  • How External User Role Works
  • How to Deactivate and Delete Users

Hibox Scheduler - Availability

  • Set up your Availability
  • Choosing the Correct Time Zone

Hibox Scheduler - Integrations

  • Integrating with a Calendar
  • Integrating with Web Conferencing / Google Meet
  • Integrate Google Suite Accounts

Hibox Scheduler - Settings

  • Profile Settings
  • Verifying Your Email Address
  • Change the Language on Hibox Scheduler
  • Change your Password
  • Reset your Password

Hibox - Advanced Hibox Skills

  • Dragging Tasks and Files from the Right Side Panel
  • Keyboard Shortcuts
  • Dragging Tasks and Files

Hibox - Artificial Intelligence

  • Hi Bot A.I

Hibox CRM - Account

  • Hibox CRM Sign-up Process

Hibox CRM - Leads

  • Visualize All Deals
  • Creating a Person
  • Creating an Organization
  • Lead Groups
  • Lead Capture Form

Hibox CRM - Deals

  • Pipeline View
  • Editing a pipeline
  • Create a Deal
  • Pipelines

Incident Reports

  • Deleting an Incident Report
  • Update an Incident Report
  • Export an Incident Report
  • Create an Incident Report

Volunteers

  • Signing Up a Volunteer
  • Volunteers Legality & Compliance
  • Volunteer Custom Fields
  • Bulk Upload Volunteers
  • Adding a New Volunteer

Time Tracking

  • Enabling/Disabling “Auto-Approve Time Submissions” for Volunteers
  • Enabling/Disabling “Auto-Approve Shift Completions” for Volunteers
  • Add Manual Hours for Volunteers

Integrations

  • Requesting a New Integration
  • Removing Office 365 Integration
  • Microsoft 365 Integration
  • Removing Google Workspace Integration
  • Google Workspace Integration
View Categories
  • Home
  • Help
  • Hibox for Nonprofits
  • Certifications
  • Compliance Mapping
  • Compliance Mapping Overview

Compliance Mapping Overview

Compliance Mapping

1. Click "Certifications" on the left side menu

Click "Certifications" on the left side menu

2. Click "Compliance Mapping" on the sub-menu

Click "Compliance Mapping" on the sub-menu

3. Click "Certification Management"

Click "Certification Management"

4. Here you can change the "Compliance Settings"

Here you can change the "Compliance Settings"

5. You can "+ Add Certification"

You can "+ Add Certification"

6. Find the "Certification Name" column here

Find the "Certification Name" column here

7. Read the "Description" for each certification

Read the "Description" for each certification

8. See the "Frequency" for each certification

See the "Frequency" for each certification

9. See the "Type" of certification

See the "Type" of certification

10. The "Provider" of the course

The "Provider" of the course

11. Under actions, you can click "Edit" or "Delete"

Under actions, you can click "Edit" or "Delete"

12. Navigate to the "Global Compliance Mapping" section

Navigate to the "Global Compliance Mapping" section

13. You can "Change Compliance Settings"

You can "Change Compliance Settings"

14. You can "Add Job Type"

You can "Add Job Type"

15. Click "Add Department" to add a new department

Click "Add Department" to add a new department

16. Find the "Certification Requirements" column

Find the "Certification Requirements" column

17. Check the box to make the certification "Mandatory Assignment Type"

Check the box to make the certification "Mandatory Assignment Type"

18. Check the box to set the certification as an "Optional Assignment Type"

Check the box to set the certification  as an "Optional Assignment Type"

19. Check the box to assign the certification to "All Staff Organization-wide"

Check the box to assign the certification to "All Staff Organization-wide"

20. Check the box to set the certification "Community Impact"

Check the box to set the certification "Community Impact"

21. Check the box to make assign as "Program Operations"

Check the box to make assign as "Program Operations"

22. Check "Program Services"

Check "Program Services"

23. Check "Operations Administrator"

Check  "Operations Administrator"

24. Set for "Program Coordinator"

Set for "Program Coordinator"

25. Check "Program Facilitator"

Check "Program Facilitator"

26. See the "Assignment Types"

See the "Assignment Types"

27. Choose a global deadline using the "Show date picker" dropdown

Choose a global deadline using the "Show date picker" dropdown

28. Click "Save Assignments"

Click "Save Assignments"

29. Navigate to "Individual Compliance Mapping"

Navigate to "Individual Compliance Mapping"

30. From here, you can "Search employees"

From here, you can "Search employees"

31. Set a "Department"

Set a "Department"

32. Set a "Job type"

Set a  "Job type"

33. Check the employees you wish to select or click "Select All"

Check the employees  you wish to select or click "Select All"

34. Move to the "Certification Assignment" section

Move to the "Certification Assignment" section

35. Set a "Due date"

Set a  "Due date"

36. Check the "Required Certifications" using the list

Check the "Required Certifications" using the list

37. or click "Apply Department Defaults" to apply default settings

or click  "Apply Department Defaults" to apply default settings

38. Find the color "Legend"

Find the color "Legend"

39. Click "Save Assignments" to save and finish

Click "Save Assignments" to save and finish

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