Onboarding & Compliance Settings

Onboarding & Compliance tab in Adapt Manager / Administrator profile.

Written by Jackie Read
Updated over a week ago

There is an Onboarding & Compliance tab available when using the Adapt Manager or Administrator profile. This enables 'admin' users to create compliance items and assign them to a package.

Using the tab menu, users can create an Item or Package and use Home to look up existing items or packages via QuickFind.

Note: If you don't have access to this profile, please ask your Erecruit representative to administer your compliance items and packages.

The Onboarding Package record shows details of the package and which compliance checks (Items) are assigned to it. Items can be added or removed from this page.

 Click on the Item Name link to go into the 'Onboarding Item' record.

Details of the item and any package(s) the item is assigned to can be found here.

Did this answer your question?