2025 – Staff – PCI Compliance Training

Purpose:

This training guide provides employees with the knowledge and procedures required to handle payment card transactions securely. It ensures that Oak Tree Support Services follows PCI DSS (Payment Card Industry Data Security Standard) compliance to protect customer payment data, prevent fraud, and maintain secure systems.

Scope:

This training is mandatory for all employees who:

• Process credit/debit card payments using QuickBooks or Stripe.
• Handle customer payment data over the phone.
• Have access to payment systems or financial transactions.

Training Schedule:

New Employees – Must complete PCI training during onboarding before handling payments.
Existing Employees – Must complete annual refresher training.
Ad-hoc Training – Additional training will be conducted if security policies are updated or in response to an incident.