How Visitor Assessments make workplace compliance and safety effortless

The front desk isn’t just for printing badges and warm hellos. It’s also the first checkpoint for compliance and safety. Miss a step here, and the risks ripple across your workplace.

With Envoy Visitor Assessments, you can trust that those checks happen automatically, keeping your people and space safe. Guests breeze through sign-in, and you know compliance requirements are met before anyone steps inside. 

So how do assessments actually work? Let’s break down what they are and how they help.

Know exactly who meets your standards—and who doesn’t

Visitor Assessments are digital questionnaires or training modules that guests must complete before entering your workplace. They can take many forms depending on your needs. 

Here are a few examples:

• A quick acknowledgment of a fire safety policy
• A short quiz confirming lab safety knowledge
• A video walkthrough of emergency procedures followed by questions
• A detailed compliance check for regulations such as ITAR, EAR, or GDPR

Think of assessments as your built-in safety net. They confirm that visitors understand your policies, meet regulatory standards, and are ready to be onsite. And since they automatically store results, you always have a clear record of who passed, when they completed their training, and whether the assessment was up to date—ensuring your team stays audit ready.

Tailor and manage assessments with ease

Now that you know what assessments are, let’s dig into some of the features we’ve designed that make them work for you: customization, flexible controls, and assignment at scale.

Customizable design

Every workplace has unique compliance and safety needs, so we’ve made it simple to build assessments that fit yours. You can organize assessments into sections, add helpful context with descriptions, embed PDFs or training videos, and include questions to confirm knowledge. 

The format and flow are completely up to you.

Flexible compliance controls

Since compliance isn’t a one-time task, we’ve built Visitor Assessments with flexible controls to keep your standards current. Here are three ways you can stay in control:

1. Require guests to answer every question correctly before entry
2. Set custom validity periods so retakes happen on the schedule you choose
3. Use version control to automatically prompt a retake whenever updates are made

This way, your assessments always reflect the latest standards, and you can be confident your records stay accurate and reliable.

Management at scale

Whether you manage one workplace or 50, assessments scale with you. Assign them to specific sign-in flows, apply them by location, or roll them out globally with Global Visitor Assessments. No matter the setup, you’ll know visitors are meeting the right standards everywhere they sign in.

Fit assessments seamlessly into the visitor journey

Once your assessments are built, the next step is making sure every visitor completes them without slowing down the sign-in process. No two visits look the same, which is why assessments meet guests wherever they are in the sign-in flow:

• Preregistration. Visitors can complete assessments before they arrive, saving time at the front desk and reducing bottlenecks.
• Kiosk. Walk-ins are prompted to pass their assessment on the kiosk before a badge is printed, so no one enters without clearing requirements.
• Static QR code. Guests can scan a code and complete the assessment on their own device, giving them flexibility and keeping your check-in line moving.

Every option ensures the same outcome: visitors pass the right assessment before stepping inside. That consistency makes it easier to enforce policies across entry points while keeping the process smooth for both guests and admins. A win-win. 

Give admins visibility & keep compliance records airtight

The final piece of the puzzle is making compliance easy to track on the backend. Assessments give your team peace of mind that checks are happening—and the ability to prove it. 

Admins can quickly see pass/fail status in visitor logs, track compliance across locations, and pull centralized reports for audits. If your organization is subject to regulations such as ITAR or EAR, this visibility makes audits faster and less stressful.

{{protip-1}}

—

Visitor Assessments are one more way Envoy helps teams run safe, seamless workplaces. Interested in adding them to your visitor process? The next step is simple. 

Book a demo to see how they can support your goals.