What does it do?
Prevent users from placing candidates for non-compliant companies (e.g.: have not signed Terms yet)
Easily filter companies that are compliant and non-compliant
Assign users who can update the compliance status
How does it work?
This setting gives you the ability to mark a Company as compliant. This means that users can only place workers to jobs of companies that are set as Compliant.
Enable ability to mark a Company as compliant, user will not able to place / shortlist as candidates to non-compliant Companies
Once toggle on, existing companies will have new field [Company Compliance] with default value = Compliant. New companies will have default value = Non-Compliant)
How to Enable Company compliance:
Go to Settings
Click on Admin Settings
Click the Edit button below Company Compliance
Toggle the Company Compliance
Once company compliance has been switched on, existing companies are compliant by default. Any new company records to be created will be marked as non-compliant.
How to set up Company Compliance:
After enabling the company compliance, Go to Settings
Click on Field configuration
Click on the blue banner on the top left and select Company Summary
Click and Drag the Company compliance field in the layout field on the right.
Hover over the field and click and drag the Green cross-hair icon to move the field in your desired area in the screen.
Click on Save
How to Set user permission on who can update the company compliance:
Go to Settings
Click User management
Select the user's name
Click on the permission tab
Tick the Company compliance under Companies
Note: Users without this permission will have the company compliance field greyed out for them
When shortlisting candidates for jobs, the jobs of non-compliant companies will not appear on the search list.
When a company is tagged as compliant, users can make placements on the job with no problems. However, If a company is marked as non-compliant, candidate(s) cannot be placed in job(s) under the company.
A pop-up will appear as below:
You can view the companies who are compliant or non-compliant on the CRM table.