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Compliance overview

Compliance in RecSphere appears across several record types. Use it to review requirements, document statuses and compliance actions before progressing candidates or placements.

Where compliance appears​

Compliance information can appear on:

  • candidate records
  • client records
  • shortlist records
  • contract records
  • the main Compliance area

Candidate compliance​

Candidate compliance can include:

  • Candidate Template
  • Engagement Level
  • Requirement
  • Status
  • File
  • Uploaded Date

Candidate actions can include:

  • Audit History
  • Auto Chase
  • Send via One-Time Link
  • Request Documents

Client compliance​

Client compliance can include:

  • audit information
  • client template
  • applicable compliance document templates
  • client compliance documents

Shortlist compliance​

Shortlist compliance can include:

  • Compliance Sent
  • Compliance Level
  • Candidate Compliance
  • Client Compliance
  • Submit Documentation
  • View Compliance

Contract compliance​

Contract compliance can show candidate compliance connected to the placement and may include document sending actions.

Compliance actions may share documents

Before sending, submitting or requesting compliance documents, check the candidate, client, documents and recipients.

  • Candidate Compliance
  • Client Compliance
  • Shortlist Compliance and Document Submission
  • Contract Documents and Compliance