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Welcome to Shinepoint

Welcome to the Shinepoint documentation. Whether you're just getting started or looking to get more from the platform, this guide will walk you through everything you need to know. Shinepoint is a compliance management platform built specifically for UK businesses, bringing your HR, Health & Safety, and training obligations together in one place.

What is Shinepoint?

Running a small or medium-sized business in the UK means juggling a long list of compliance responsibilities. From ensuring your team has completed the right training, to keeping policies up to date, to managing risk assessments and recording incidents - it can quickly become overwhelming, especially when you're relying on spreadsheets, paper files, or a patchwork of different tools.

Shinepoint is designed to take the complexity out of compliance. It gives you a single place to manage your policies, training checklists, risk assessments, documents, leave, incidents, and more - with everything structured around what UK regulations actually require.

The platform supports businesses across a range of sectors, including Construction, Hospitality, Care & Social Work, Estate Agency, Retail, and Office & Professional Services. Whatever your industry, Shinepoint tailors its pre-built content to the obligations that matter most to your business.

Note

You don't need to be a compliance expert to use Shinepoint. The platform guides you through each area with pre-built templates, clear checklists, and practical advice - so you can focus on running your business with confidence.

Key Features at a Glance

Shinepoint covers the full spectrum of day-to-day compliance management. Here's a quick overview of what you'll find:

  • Compliance Dashboard - A real-time overview of your compliance score, upcoming deadlines, and areas that need attention.
  • Policy Library - 49 pre-built, UK-compliant policies ready to adopt and tailor to your business.
  • Risk Assessments - Templates and tracking for workplace risk assessments, with review schedules built in.
  • Training Checklists - Assign training to employees with support for recurring schedules and completion tracking.
  • Document Generation - Create professional documents from built-in templates, all stored and organised for you.
  • Guided Workflows - Step-by-step processes for common HR tasks like onboarding, disciplinary procedures, and more.
  • Leave Management - Track and manage employee leave, with UK statutory leave types already configured.
  • Incident Reporting - Record workplace incidents and accidents, with built-in awareness of RIDDOR requirements.
  • Employee Portal - A self-service area where your employees can view their training, acknowledge policies, and request leave.
  • Calendar - A consolidated view of upcoming deadlines, training dates, and events across your business.
  • AI-Powered Insights - Intelligent suggestions to help you identify compliance gaps and prioritise what to address next.

How to Use This Guide

This documentation is organised to walk you through each feature area in a logical order. It starts with the Dashboard, which gives you the big picture, and then works through each section - policies, risk assessments, training, documents, and so on - building on what came before.

Each page includes a table of contents on the side, so you can jump to specific sections quickly. There's also a search function if you're looking for something particular.

Note

You're welcome to read through the guide from start to finish, or dip into whichever section is most relevant to you right now. Each page is written to stand on its own, so you won't miss essential context by jumping ahead.

Getting Help

If you run into any questions or need a hand with something, you can raise a support ticket directly from within Shinepoint. The support team is here to help, and you'll find full details on how to get in touch in the Support documentation.