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Compliance Report of Candidate 'Check Types'

This report shows expired or expiring compliance checks for Candidates, as detailed on the GDPR & Checks page in Adapt.

Updated over 4 years ago

This report shows expired or expiring compliance checks for Candidates, as detailed on the GDPR & Checks page in Adapt.

Note: This reports shows information on Candidate Compliance such as Identity Type or Visa Type as detailed on the GDPR & Checks page in Adapt. This report should not be confused with the Onboarding & Compliance Status report which displays information relating to Onboarding & Compliance Items.

It finds all Candidates with a Valid Until Date or an Expiry Date between the date range specified.

To run the report:

Click on the report name to launch the input screen.

  • Enter the criteria for the report (mandatory fields are highlighted in red).

  • Select the required format.

  • Click Confirm to run the report.

For a date range, 

You can Filter by:

  • Candidates (owning) Region

  • Candidates (owning) Office

  • Candidates (owning) Team

  • Candidates (owning) Consultant

  • Candidate

  • Candidate status

  • Check type (none, one or more than one can be included. Select which checks should be included from a list) 

You can choose to Group the report presentation by:

  • Candidate

  • Consultant

  • Office

  • Region

  • Team

  • Check type 

AND

You can choose to Sort by one of these columns (in alphabetical or numerical order):

  • Candidate

  • Check type

  • Expiry date

  • Valid until date 

Note: To check the Candidates owning region, office, team consultant, look at the Summary page.

Without using ‘group by’, the report will produce a list of Candidates and their compliance checks. However grouping can give you 6 different presentations of the information and the totals by group:


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