Adapt (UK/EMEA)

An explanation of the Compliance & Onboarding features in Adapt and how to use them.

Compliance & Onboarding Overview

Onboarding & Compliance tab in Adapt Manager / Administrator profile.

Onboarding & Compliance Settings

How to create Items for Onboarding and Compliance using the Administrator / Adapt Manager profile

Creating an Item for Compliance and Onboarding

How to create packages of items for Onboarding and Compliance using the Adapt Manager profile. How to add items to a package.

Creating a Package for Compliance/Onboarding Items

How to add Compliance/Onboarding Items and Packages to a Client, Job and Lead Job record.

Compliance & Onboarding on the Client and Job records.

Assigning Items to create 'Onboarding Request Items' on a Candidate record.

Compliance & Onboarding on the Candidate record

How to add Compliance/Onboarding Items and Packages to an Assignment record.

Compliance & Onboarding on the Assignment record

How does Adapt check whether the Candidate being considered has all the Compliance/Onboarding items required for the Job?

Is the Candidate compliant for the Job?

How to send a summary of a Candidate's Compliance information to a Contact.

Creating a Candidate Compliance Summary Form

Compliance & Onboarding in Adapt

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