The Compliance feature is designed to assist admins in ensuring that only qualified employees are booked for jobs. Employees can view all jobs on their profiles, but the feature's main functionality is to help admins avoid booking non-compliant candidates.
Getting Started
Pathway to Settings: Navigate to
Settings > Employee Profile > Positions.
Compliance Requirements can be based on the following
You can set compliance based on various employee profile fields:
Check box
Drop-down field - specific option
Multi-select fields - multiple options
Date field
Attachment fields (must include an expiration date)
How to Create a Compliance Package
Select a Role: Choose a specific position to set compliance requirements for.
Click on the position you would like to edit
Scroll to the bottom and find the Compliance section
Click on "Add field" to choose the required profile fields that will build the compliance package
Choose the Compliance Check Behavior: Choose how the system should react when attempting to book a non-compliant employee:
Block: Prevents the admin from booking the employee.
Flag: Sends a warning to the admin but allows the booking process to continue.
Save: You're goo to go!
Booking and Scheduling Interface
Compliance Indicators: While scheduling, admins will see markers next to each employee's name. These indicators reveal whether an employee has any compliance issues with the specific job they are being considered for.
While trying to book a non-compliant employee, the system will react based on the setting chosen earlier.
If the "Block" option is selected, the system will prevent the admin from completing the booking.
On the other hand, if the "Flag" option is chosen, the system will issue a warning to the admin but allow the booking process to continue.
Monitoring compliance
Compliance Dashboard: Accessible by clicking the compliance icon on the left toolbar. This dashboard enables you to view employees sorted by position and branch, and see their compliance status for each role.
Dashboard Insights: The dashboard provides a comprehensive overview of each employee's level of compliance, helping you make informed decisions.
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