Compliance Introduction

Compliance in itris provides the ability to ensure that applicants put forward for jobs, placed or extended, meet the legislative requirements such as right to work and proof of identity as well as yours or the client's requirements.

Compliance & Administration
Configuration & Settings
Efficiency
Recruitment Workflow
Nancy Cusack itris Expert
Ian Farrow itris Expert

Compliance Overview

The compliance functionality is highly customisable and flexible in terms of the varying evidence potentially needed for each job.

Compliance items are made up of Custom Fields and References. Individual Custom Fields can have a Data Access Groups applied to them which provide restrictions so that only users with the relevant access can view or manage the data.

See the following articles for more information: Custom Field Assignment, Data | Custom Fields, User Management | Data Access Groups and References.

Job & Placement records

Compliance items can be added individually onto a job (which is then pulled through to any placements made against that job), you can create compliance templates and apply one or more of these to your jobs, or use Auto-Generated compliance to automatically apply compliance requirements to jobs based on Charge Type, Job Function, Industry and Business type data.

Compliance templates and Auto-Generated compliance are useful as they will save you time if you apply similar compliance regularly to jobs.

Applicant records

Auto-Generated compliance can also be utilised to determine if an applicant is compliant before submitting them to a job or placing them. You can choose for applicants to be checked against Global Auto-Generated Compliance or both Global and Job Function Auto-Generated Compliance.

Additionally, as these type of Auto-Generated compliance can apply to different charge types you can choose to utilise just those set to Fixed Fee, those set to Interval charge, or both.

Compliance Levels

Once compliance is configured it will warn you at the submission stages (apart from application) if the applicant is non-compliant for the job being submitted too.

Depending on your Compliance settings, itris compliance warnings can be set to either Informational or Preventative.

  • If set as Informational itris will just warn you if a non-compliant applicant is being placed or extended
  • If set as Preventative itris will prevent the non-compliant applicant from being placed or extended

When the Compliance Warning level is set to Preventative you can choose to allow this to be overridden on a case by case basis with a One Time Passcode (OTP). In addition to turning on this setting one or more users will need the user permission to generate the OTP which they can provide to the user whom requires it. See the article Compliance Overrides for more details.

Viewing and Searching Compliance

Each Job and Placement record will show the relevant applicants’ compliance status, and you can manage their compliance items from here. You can also search jobs by whether they have compliance requirements added or not.

You can view all relevant jobs/placements and related applicants for compliance in the Compliance Management area, see the Compliance Management article for more information.

Furthermore, applicants can be searched by compliance status against existing Auto-Generated compliance templates or the compliance assigned to a job. More information on compliance searching can be found in the articles Applicant Searching and Managing Search Results.

Preparing to use Compliance

Here are the next steps you need to follow to start using compliance.