Streamlining Process Compliance with Microsoft Teams and Looply

From policy acknowledgements to mandatory training sign-offs and return-to-work checks, organisations need simple and reliable ways to ensure that employees have completed key compliance tasks. But all too often, these processes rely on manual emails, spreadsheets, and chasing responses—draining time and increasing risk.

That’s where Looply comes in.

By extending your SAP and business processes into Microsoft Teams, Looply makes it easy to manage process compliance from start to finish—automatically, visibly, and at scale.

What is Process Compliance?

Process compliance refers to the steps organisations take to ensure that employees follow internal procedures, acknowledge critical information, or meet regulatory obligations. This could include:

• Acknowledging new policies or safety procedures
• Confirming completion of required training
• Providing certifications or attestations
• Responding to periodic declarations or disclosures
• Completing onboarding/offboarding checklists

These tasks may seem small, but when managed poorly, they create risk, slow down operations, and frustrate employees.

Why Manual Doesn’t Cut It

Many compliance processes are still handled via email. A PDF is sent. A response is expected. Someone checks a spreadsheet. And someone else sends a reminder.

It’s not just inefficient—it’s also error-prone, untracked, and hard to audit.

That’s why organisations are looking for smarter, lighter tools to manage process compliance—tools that integrate with existing systems and meet employees where they are.

Looply: Compliance Where Your People Work

Looply extends your SAP and business processes into Microsoft Teams, making process compliance part of the everyday flow of work.

For example:

• Employees receive an Adaptive Card in Teams asking them to acknowledge a document, complete a form, or confirm a training
• Instructions and links are included, along with one-click actions
• Responses are tracked and can be pushed back to SAP or stored in Looply
• Reminders and escalations are triggered automatically
• Managers are alerted to non-compliance

Everything is tracked. Nothing falls through the cracks.

Flexible Triggers, Flexible Outcomes

Compliance tasks can be triggered from SAP S/4HANA, SuccessFactors, Google Sheets, or any other business system. Looply can store the results, or return them to your system of record—whatever fits your architecture.

This flexibility makes Looply suitable for a wide range of compliance scenarios, from HR and finance to health and safety, IT, and legal.

A Real-World Example: Policy Acknowledgement

Let’s say your HR team releases a new employee handbook. Rather than emailing it and asking staff to reply, Looply can:

• Trigger a card in Teams with a link to the handbook
• Ask employees to confirm they’ve read it
• Record each response
• Send reminders to those who haven’t responded
• Alert line managers to any outstanding acknowledgements

It’s simple, scalable, and fully auditable.