Are you using the legacy version of Compliance? Review the articles in this section of the Help Center. All customers will migrate to Compliance V2 by the end of summer 2025.
When applicants land in the Compliance screening stage, they will upload documents for review. These documents will either be manually reviewed by Fountain users or will be auto-approved via AI.
Even if auto-approval is enabled, the document will still require manual review if it is flagged for issues. In this article, you’ll learn the steps to manually review submitted documents through the Applicant’s Profile in Fountain Hire.
Are you using Compliance after hire as part of the worker’s onboarding process? Review this article for steps on how to review and approve documents in the Compliance Workers screen within Worker Experience.
Reviewing Compliance Documents Steps
Compliance documents will be reviewed through the Applicant’s Profile once they complete the Compliance screening stage:
Navigate to either the Applicant Table or Universal Applicant View and find the applicant. Remember, the applicant will have needed to complete the Compliance screening stage for there to be documents for you to review.
The applicant will have a blue take action Status Label for the assigned Compliance requirement. Click the Status Label and then View Document Submission to review and approve the document.
You can also access this Status Label within their Applicant Profile by clicking on their name.
Review the document image on the left and compare it to the extracted information on the right.
If any fields were manually entered by the applicant, that will be indicated to the right of the field data.
If the document type has auto-approval enabled, the AI confidence review level will be visible to the right of the Requirement name. There will also be a Security Checks section which shows the number of checks the AI had for the document, and out of those checks, how many successfully passed.
Click the Security Checks Passed section to expand and see details for any of the checks that were not successfully completed by the auto-approval.
If any information was extracted incorrectly, you can manually correct the fields by hovering over the fields and clicking on the pencil icon, then typing the correct information.
If the document submission is satisfactory, click the Approve button above the image of the document. This will mark the applicant as compliant.
If the document submission has issues such as the wrong document being uploaded, the document being expired, etc., click the Reject button above the document image.
The applicant will be automatically notified that they need to reupload the document.
Important Note:
To ensure workers continue to receive Compliance-related notifications after hire, an automation must be created in the Automation Center to change the Worker Employment status from prehire to worker. Learn more about the Automation Center in this article and reach out to your Fountain Customer Success Contact or [email protected] for assistance with configuring automations.
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