Compliance
October 28, 2025
PhishFirewall Team

SOC 2 Type II: Security Awareness Training Requirements Checklist

Preparing for a SOC 2 audit? Here is your checklist for security awareness training requirements to ensure a clean report.

For SaaS, SOC 2 is the ticket to enterprise deals. Security awareness is investigated under Common Criteria (CC) 2.2.

The Auditors Checklist

Onboarding Evidence: Proof new hires trained in Week 1.
Annual Refresher: Proof the workforce re-trained this year.
Policy Acceptance: Signed acknowledgments of the InfoSec Policy.
Ongoing Awareness: Monthly simulations/newsletters (The 'Extra Credit').

Common Pitfall: The Gap

Hiring an employee in June but not training them until December creates a "control gap" that auditors hate. Automate onboarding to fix this.

Contractors Count

Don't forget contractors! If they have access to production data, they are in scope for the audit.

Conclusion

SOC 2 is about trust. Your awareness program demonstrates to your customers (and their auditors) that your employees are competent stewards of their data.

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