Creating a Candidate Compliance Summary Form

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

It can be run from the Candidate record shortcuticon or from theActivitiesmenu :

Users can also run it from the Assignmentrecord Activities menu.

Select the activity and complete the Contactdetails:

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 EmploymentandStatus as shown on the GDPR & Checks page.
5. AllCompliance Items including Item Name, Date Added, Expiry Dateand Item Statusas listed on the Compliance & Onboarding page.

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