The Compliance Matrix shows every team member down the side, every compliance requirement (like the Form W-9) across the top, and where each person stands in the box where they meet.
Open it
Go to Human Resources → Legal & Compliance → Compliance Matrix.
Read the boxes
- Missing: nothing has been sent or filed yet.
- Sent: the form has been sent to them and they have not finished it.
- In Review: they uploaded a copy and it is waiting for HR to check it.
- On File: done.
- Expired: it was on file, but it ran out and must be done again.
- Waived: HR decided this person does not need it.
A small lock means the missing form is stopping something right now — for example, the person tried to withdraw commission money.
Find who is stuck
Click Blocking Someone Now to see only the people who are waiting on a form to get paid.
Send it to everyone who is missing it
Under a requirement's name, click Send to Everyone Missing, then confirm. Kamo skips anyone who already has it on file or already has it waiting for them, so it is safe to click more than once.
Fix one person
Click a box to see what you can do:
- Review It: open their uploaded copy in the Review Studio. Accepting it puts the form on file.
- Record On File: you already have their signed form (a paper copy, say). Upload it and enter the date written on the form. It counts right away.
- Waive: this person does not need it. Give a reason, and a date it ends if it should.
- Let One Withdrawal Through: only for people with the Override Compliance Gate right. It lets one specific withdrawal go ahead without the form. The next one waits again.
Every one of these asks you for a reason and to confirm, and is saved on the team member's record.
The same thing on a team member's page
Open a team member's profile and go to Legal & Compliance. The Compliance Requirements card at the top shows the same boxes and buttons for just that person.