Creating a Candidate Compliance Summary Form

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

Written by Jackie Read
Updated over a week ago

Adapt users can send a summary of a Candidate's compliance information to a Contact. 

It can be run from the Candidate record shortcut icon or from the Activities menu :

Users can also run it from the Assignment record Activities menu.

Select the activity and complete the Contact details:

The summary will include:

1. Candidate's Date of Birth (if present)
2. Candidate's NI Number (if present)
3. Compliance information as shown on the GDPR & Checks page:

  • Identity

  • Proof of Eligibility to Work

  • Expiry of Proof

  • Visa Type

  • Visa Expiry

  • Declaration Form

  • EU Student Disclaimer

  • Opt Out of WTD

  • Health & Safety Signed

4. All References including Place of Work, Dates of Employment and Status as shown on the GDPR & Checks page.
5. All Compliance Items including Item Name, Date Added, Expiry Date and Item Status as listed on the Compliance & Onboarding page.

Note: This is a manual process only so no Candidate 'Batch' option is available.

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