The Compliance column is available in Placement Views, giving you a real-time snapshot of compliance status across your entire placement list, no need to open individual records.
1. Managing Candidate Job compliance just got easier. The Compliance column is available in Placement Views, giving you a real-time snapshot of compliance status across your entire placement list, no need to open individual records.
2. In this example here we see a Job with three Compliance items added.
3. When we filter to placements for this Job in Placement Views the new Compliance column shows us at a glance, for each candidate, the total number of compliance items required for the job, how many have been verified, and how many are still outstanding.
4. The first number (in red) shows the total number of items required, the second number (in green) show the number that have been Verified, and the final number shows the number of items Outstanding.
Ali Roberts has an Outstanding item, so lets see what happens when we Verify that last bit of compliance.
5. Here on the Compliance Items block in the Placement we see the details of the Compliance items and their states. Let's complete the DBS item to make this Candidate compliant.
6. Clicking on the Compliance items loads the window we can complete and set the item to Verified.
7. Back on the Candidate Compliance Items block we see this last item is now set to Verified.
8. Back in Placements View, after a quick refresh we now see the Candidate is Compliant.
9. Additionally, a new Compliant-Non-Compliant filter lets you quickly isolate placements that need attention, making it easier to spot gaps, prioritise follow-up, and keep your compliance process on track before issues arise.
For example, filter by Offer Extended and Non-Compliant to instantly see every candidate who still has outstanding compliance items before they are placed, giving you time to act before it becomes a problem, reducing last-minute delays, and providing a clear, reportable view of compliance across your pipeline that would previously have required opening records one by one.
You can also use the filter at the start of each week to run a quick compliance health check across all active placements, catching anything outstanding early and keeping your records audit-ready at all times.
