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Shortlist compliance and document submission

The Compliance section on a shortlist helps you review candidate and client compliance before progressing a candidate.

Compliance section​

On a shortlist record, open the Details tab and find Compliance.

This area can show:

  • whether compliance has been sent
  • compliance level
  • candidate compliance
  • client compliance
  • a link to view candidate compliance

Submit documentation​

Use Submit Documentation when you need to send or prepare candidate documents for the shortlist process.

The document submission flow can include:

  • document selection
  • document search
  • required or submittable document indicators
  • Export
  • Continue

Only continue when you have checked the selected documents and confirmed they are appropriate to share.

The submission flow can show both candidate-level requirements and client-specific requirements. A document may be marked as required before the candidate can be submitted, or it may be visible as missing, submitted, approved or needing review depending on the compliance workflow.

Before sending a candidate to a client, check:

  • whether a CV is required
  • whether the full or redacted CV should be sent
  • whether required compliance documents are present
  • whether any client-specific documents are required
  • whether submitted documents still need compliance review
  • whether the recipient and message are correct

Where multiple documents are selected, the submission flow may allow documents to be attached separately or packaged together, such as a zip file. If submitting multiple candidates from a vacancy shortlist, check whether the system is creating the expected document package for each candidate.

Check documents before sharing

Documents may contain personal, compliance or candidate information. Confirm the selected documents and recipients before continuing with any submission or export step.

View compliance​

Use View Compliance to open the related compliance information for the shortlist. This helps you check missing or incomplete requirements before booking or accepting the candidate.

If a document is missing or pending review, tag or contact the appropriate compliance user according to your internal process before progressing the shortlist.

  • Shortlists Overview
  • Candidate Compliance
  • Client Compliance
  • Compliance Overview
  • Candidate Documents
  • Communications Integrations