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This article applies to:

  • Product: Pagero Online

Common tasks and walkthroughs

Step-by-step guides for frequent activities in Compliance Hub.

Build a compliance dashboard view

  1. Select
    Dashboard
    , then
    Customize
    .
  2. Add
    Featured Jurisdictions
    ,
    Upcoming Deadlines
    , and
    Recent Changes
    .
  3. Set filters:
    1. Region
       - EMEA
    2. Mandate
       - CTC
  4. Pin the layout and select
    Save as
     EMEA CTC – Q1 Prep.
  5. Share the saved view with your Tax and AP groups.

Track deadlines for a region

  1. Go to
    Deadlines
    .
  2. Filter by
    Region
     and
    Mandate type
    .
  3. Switch your view between
    Timeline
     and
    Table
     view as preferred.
  4. Export as Excel and add to your planning workbook.

Prepare a country briefing

  1. Open the
    Country Page
    .
  2. Review
    Overview
    ,
    Mandates and Timeline
    , and
    References
    .
  3. Add key sections to a
    Briefing Pack
     and export as PDF.
  4. Circulate to stakeholders with any internal commentary.

Portfolio check by entity list (roadmap)

note
If your organization uses entity data in ONESOURCE, Compliance Hub will support entity-level health checks against mapped obligations.
  1. Administrators: Turn on
    Entities
     integration when available.
  2. Upload your entity list and run a portfolio check.
  3. Review obligations per entity and follow up with process owners.

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