What are Segments and how does Follow Me Compliance work?

Segments take the manual work out of compliance. And with Follow Me Compliance, requirements follow your worker's: move someone to a new role or site and the new requirements are assigned automatically.  So, your organisation stays compliant, without the admin overhead.


In this article we'll cover:

What are Segments?

A Segment is a rule-based group that automatically assigns compliance requirements to people based on the Directory labels on their profile.

You define a Segment by selecting one or more Directory labels - such as a role, department, or location - and then configure which requirements people in that Segment are required to complete. Whenever a person's profile matches all the labels of a Segment, the system automatically assigns them the Segment's requirements. No manual action required.

Segments are particularly valuable for crossboarding - when a person changes roles within your organisation. Rather than manually removing old requirements and assigning new ones, the system handles this automatically the moment their Directory labels are updated.


A simple example: You create a Segment called Engineers tagged with the Engineer role label. You then configure it with a required annual licence verification. Every worker with the Engineer label on their profile will automatically receive that requirement every year.

A more targeted example: You create a Segment called Perth Regional Managers using both the Regional Manager role label and the Perth location label. Only worker's with both labels assigned to their profile will be included in this Segment - giving you precise control for location-specific compliance requirements.

When do people get assigned their Segment's requirements?


A worker is assigned a Segment's requirements the moment their Directory profile matches the Segment's label criteria. In practice, this means assignment is triggered by one of the following:


  • A new worker is added to the Directory — whether added manually or via an integration, a new worker profile is immediately assigned the requirements of any active Segments that match their labels.
  • A Segment is activated — the Segment's requirements are immediately assigned to all matching profiles in your Directory, both active and inactive.
  • A Segment is updated — if new requirements are added or label criteria are changed, affected worker's are updated immediately.
  • A worker's Directory labels are updated — if an administrator adds a label to a worker profile that brings them into a Segment, the Segment's requirements are assigned straight away.

This means there is no delay between a worker entering a Segment and receiving their compliance requirements.

What happens when a worker belongs to two Segments with the same or conflicting requirements?


It is common for users to match more than one Segment, for example, a worker might belong to both an Engineers Segment and an Adelaide Segment, each with overlapping requirements.

When this occurs, Kinatico Compliance applies the strictest requirement across all matching Segments. This ensures your people always meet the highest applicable compliance standard.

For example:

The Engineers Segment requires an annual driver licence verification.

The Perth Site Segment requires a monthly driver licence verification.

A worker who belongs to both Segments will be assigned the monthly driver licence verification the more frequent, stricter requirement.

This logic applies across all requirement types and frequencies. You do not need to manually resolve conflicts the system enforces the strictest rule automatically.

What happens when a Segment is updated?


When you make changes to a Segment's requirements, those changes are automatically applied to all people currently assigned to that Segment.

  • Requirements added to a Segment will be assigned to all current members.
  • Requirements removed from a Segment will be removed from members requirement lists, provided those requirements are not also required by another Segment the worker belongs to.
  • Frequency or rule changes are updated immediately, and the system re-evaluates any conflicts with other Segments.

⚠️ Important: Deactivating a Segment removes all requirements that were assigned exclusively through that Segment from worker's requirement lists. If a worker belongs to another active Segment that requires the same requirement, that requirement will remain assigned.

What happens when people move from one Segment to another?


When a worker's Directory labels are updated, for example, when they change roles or locations, the system automatically recalculates their Segment membership and adjusts their requirements accordingly.


  • Requirements from Segments they no longer match are removed from their requirement list.
  • Requirements from Segments they now match are assigned.
  • Any requirement that are shared across both the old and new Segment remain in place without interruption, avoiding unnecessary duplication or gaps. If the requirement in the new segment has a different cadence, the worker will be assigned the requirement at the new cadence.

⚠️ Important: To prevent the worker from having to redo requirements they've completed for a previous segment, you must change their labels to match the segment at the same time as removing the old segments labels.


This makes Kinatico Compliance particularly effective for crossboarding managing the compliance transition when someone moves into a new role. The moment an administrator updates the relevant labels on a worker's profile, the system does the rest.


For example:

A user moves from a Field Technician role to a Site Supervisor role. An administrator updates their role label from Field Technician to Site Supervisor. The system removes the outstanding Field Technician Segment requirements and assigns the Site Supervisor Segment requirements automatically and immediately.

Who can create and manage Segments?

Any Admin assigned an Access Role with the permission to Assign and Manage Requirements can manage segments.

Need additional help?

Still have questions? Contact us by selecting Get Help from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com