Now that you have set up your Compliance Automation, your candidates will begin to receive emails that invite them to the Compliance Portal.
As a refresher, your emails will be sent with the format defined within your three templates in the Compliance Automation area of Tools & Settings
Below is an example email sent to a new candidate who has several Compliance Items to complete:
Once the recipient clicks the link from within the email, they will be taken to the Compliance Portal.
All Items shown within the Candidate Compliance Items grid will appear on the portal and those which have a status of Rejected or Unverified can be accessed by the Candidate.
Candidate Compliance Items (from the Candidate Profile)
Compliance Item Portal
Dated items will have an Expiry Date field and Yes/No items will not.
Here is an example of a Dated Item:
All items will have an area to upload a file as well as an area to enter Notes. Candidates must either upload a file or enter a note in order to press OK.
Upon successfully submitting the item, the user will be taken back to the list of items where they'll be able to see a confirmation that the item was submitted.
In Tracker, users will now see the submitted item within Pending Verifications as well as on the Candidate record.
To learn more about setting up a Compliance Automation, click here