Compliance training is essential for ensuring employees understand the legal and regulatory standards that govern their roles. Sana Learn can provide an efficient, scalable solution to deliver this training, helping organizations ensure employees are well equipped to navigate compliance requirements.
This article outlines some important principles that your compliance training should meet, and offers some tips and tricks on how to best use the Sana platform to respond to them.
Why is compliance training so important?
95% of organizations are building a culture of compliance |
Fewer than 20% of employees rate compliance training as "excellent" |
Organizations lose an average of 5% of their annual revenue to fraud, often due to inadequate training |
Partner success stories
Ebury saw a 98% completion rate for for regulatory training |
Hinge Health saw a 35% increase in completion rate for compliance training |
Ahlsell saw a 98% completion rate for regulatory training, versus previously 60% |
Flügger saw a 99.6% completion rate for regulatory training |
Important principles of effective compliance training
Compliance training is the most effective if it is relevant, efficient, and engaging - for both learners and administrators. This guide distills practical best practices and shows how to implement them using Sana Learn, ensuring your organization meets regulatory requirements with less friction and higher impact.
Ensure timely and complete compliance
Challenge: Regulatory training must be prioritized, completed on time, and fully documented for audits.
Best Practices:
Prioritize regulatory content: Use Required Assignments to ensure mandatory training is always the first thing learners see on their homepage. Set due dates and automate reminders to keep compliance top-of-mind.
Automate enrollments: Set up Enrollment Rules and Recurring Assignments to automatically assign and reassign compliance programs - eliminating manual tracking and letting admins focus on higher-value tasks.
Accommodate everyone: For employees without regular computer access, push mobile use and QR codes for easy access. Localize content using translation features to ensure no one is left behind.
Pro-tip: For shifting managers or workers without email, use in-app notifications and automatic reminders to guarantee no training is missed.
Personalize the learning journey
Challenge: One-size-fits-all training can reduce relevance.
Best Practices:
Right content, right learner: Deploy Placement Tests so experienced employees can skip modules they already know - saving time and boosting motivation.
Role- and location-based learning: Use Programs to assign specific courses based on department, geography, or role. Leverage the Translation feature to provide content in the learner’s local language.
Real-world relevance: Use AI and Scenario Cards to generate realistic, role-specific case studies and situations.
Pro-tip: Let the AI Assistant create custom scenarios or case studies that mirror your company’s real compliance risks.
Maximize engagement and knowledge retention
Challenge: Passive learning leads to poor retention and low course completion rates.
Best Practices:
Blended learning: Combine asynchronous modules, live sessions, and external courses using Programs for a varied, blended experience.
Interactive learning: Use Flip Cards, Drop-a-Word, Reflection Cards, and Q/A Cards to make learning more active and memorable.
Smart reinforcement: Enable Smart Review to automatically prompt learners to revisit key concepts after two weeks, reinforcing retention.
Microlearning: Offer bite-sized, just-in-time content and quick assessments to fit busy schedules.
Pro-tip: Use Sana’s templates or AI Assistant to build engaging content faster
Track progress and prove compliance
Challenge: Admins need clear, actionable reporting for audits and ongoing management.
Best Practices:
Real-time dashboards: Leverage Insights to track start rates, progress, completion rates, and time spent. Segment reports by country, department, or manager for granular oversight.
Automatic manager views: Share dashboards with managers; Sana will automatically filter to show only their direct reports.
Certificates for proof: Issue certificates upon course or program completion. Download and share these with external auditors as proof of compliance.
Pro-tip: Easily export dashboard data in .csv or .xlsx for offline analysis or audit purposes.
Make compliance useful, memorable and efficient
Challenge: Compliance is often seen as a chore. Make it meaningful.
Best Practices:
Create relevant scenarios: Use AI to create scenarios that resonate - e.g., “create a case study happening in a global account firm.”
Optional enrichment: Present industry trends or case studies as “extra credit” or side missions for interested learners.
Continuous improvement: Use assessments and feedback cards to identify gaps and refine training.
Quick reference: Sana features for compliance training
Goal | Sana features | Best practices |
Timely completion | Required Assignments, Enrollment Rules | Automate deadline reminders; auto-enroll on job change |
Personalization | Placement Test, Programs, Translation | Deliver right content by role, let advanced users skip basics |
Engagement & retention | Interactive Cards, Smart Review | Use Q&A/Reflection Cards and review prompts post-training |
Audit readiness | Insights, Certificates | Export dashboard data, issue certificates for each completion |
By applying these best practices and leveraging Sana Learn’s powerful features, you’ll turn compliance from a checkbox into a business asset - minimizing admin work, maximizing engagement, and always being audit-ready.
Advanced use cases for compliance training with Sana Learn
Sana’s flexibility empowers you to go beyond the basics. Here are actionable ways to use specific features for high-impact compliance training:
1. Personalized Scenario-based learning
Scenario Card: Bridge the gap between theory and practice by creating hyper-personalized scenarios that mirror real-life compliance situations.
Example use cases:
Negotiating with a prospect while adhering to regulatory standards
Practicing customer support compliance scenarios
Conducting risk assessments or due diligence interviews
2. Assess, reinforce, and measure knowledge
Exercise Card: Evaluate soft skills such as pitching, written communication, and ethical decision-making within a compliance context.
Assessment Card: Implement pre- and post-training assessments to track knowledge retention and identify improvement areas.
Q/A Card & Reflection Card: Enable real-time learner support and post-training reflection to deepen understanding.
3. Data-driven compliance insights
Export learning data: Seamlessly export completion and assessment data from Sana to your data lake or BI tools. Compare training results directly with operational metrics such as sales performance or policy adherence.
4. Just-in-time learning via Salesforce integration
Automated Program Enrollment: Trigger assignment to specific compliance Programs based on actions in Salesforce.
Example: When a sales rep requests a trial for a client in Salesforce, they’re automatically enrolled in a course covering compliance for product trials.
5. Automated and staggered onboarding
Blended learning Programs: Build onboarding journeys that combine self-paced courses, assessments, live sessions, and external content, all orchestrated automatically.
Staggered assignments: Avoid overwhelming new hires by sequencing content delivery—ensuring the right material reaches the right person at the right time.
HRIS Integration: Sync start dates from your HR system to automate onboarding assignments.
6. Leadership development
Targeted upskilling: Use Sana Programs and interactive cards to train managers and future leaders on compliance-critical topics, including ethical leadership, regulatory change management, and risk mitigation.
By combining proven best practices with advanced Sana features, organizations achieve not only regulatory compliance but also higher engagement, faster onboarding, and stronger business outcomes. Use these case studies and real-world applications as inspiration for elevating your own compliance training programs.