💡 Still using the classic Drata experience? Refer to Drata Personnel Overview for the original UI.
Personnel Overview
This video walks through the Personnel page in Drata and shows how to centralize, monitor, and manage employee compliance data. You’ll learn how Identity Provider and optional HRIS connections populate and enrich personnel records, helping you maintain accurate, audit-ready information.
We’ll explore how to filter and export personnel data, review individual compliance requirements, and apply exclusions when necessary. You’ll also see how exclusions are tracked through active and archived tabs to maintain a clear audit trail while keeping users in scope.
Key Takeaways:
Centralize personnel compliance data: Sync users from your Identity Provider and enrich records with HRIS integrations.
Monitor individual compliance status: Review requirement and device compliance details to prevent gaps.
Manage and document exclusions: Create, edit, and archive exclusions while preserving audit visibility and accountability.
Preparing for Employee Onboarding
This video walks you through how to configure your policies, background check management, and internal security settings to ensure a seamless, automated, and audit-ready onboarding experience for your personnel.
Key Takeaways:
Finalize Your Governance Foundation: Review and publish your security policies within Drata so they are ready for employee acknowledgment as soon as they log into their My Drata dashboard.
Automate Trust Verification: Determine how to pull proof of background checks and security awareness training into the platform, including options for reducing manual evidence collection.
Define Your Device Compliance Strategy: Establish how you will monitor hardware security—whether via MDM integration, the Drata Agent, or manual proof—to ensure every employee device meets framework requirements like encryption and antivirus protection.
🎓 Want to learn more? Dive deeper into this topic and see it in action! Check out our dedicated Personnel course over at the Drata Academy.