Compliance & Onboarding Overview

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

Written by Jackie Read
Updated over a week ago

Adapt 2.9 provided users with the ability to create Items (Compliance or Onboarding checks) and packages of these Items, allowing bulk assignment of checks to Candidates, Clients, Jobs and Assignments.

At the point of running an action such as sending a CV or booking a worker into a job, Adapt will compare the Candidate Items (checks), against those of the Job, and if any Items are missing or have expired, Adapt will warn the user so they can decide how to proceed with the action; either abort it, or carry on and validate the checks (Items) at a later date. Any Items marked as 'Mandatory' will stop the action.

What would you use Compliance & Onboarding for?

For example, an Agency has a set of pre-screening checks to be completed on every candidate. These might be things like:-

  • Right to work

  • Identity check

  • Criminal record check

  • Sending out a Key Information Document for Agency Workers

They may also have some necessary 'compliance checks' for the role, such as specific qualifications.
Finally, there may be some follow-up 'onboarding checks' such as form completion, contract sign-off or completing an induction.

The Agency would set up an ‘Item’ for each check, and then could create one ‘Package’ for each set of checks. In this example they would have 3 packages of Items:

  • Pre-Screening

  • Compliance Checks

  • Onboarding Forms

Each package can then be assigned in one quick action, adding all the Items to a Candidate instantly.

Note: Each Item is assigned an enforcement stage which tells Adapt when to do the check. For instance the workflow 'Send CV' is a 'pre-hire' check and if the item has an enforcement stage of 'pre-hire' then this item will be checked when this workflow is run. 

'Items' or 'Packages' of items can similarly be created and assigned to Clients, where they have pre-requisite checks for all their workers.
On Job creation, Adapt will take the items held on the Client record, and associate them to the Job. From here, the items can be tailored as required by adding or removing any items that are not relevant to the job in question.

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