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.
Once workers are assigned a Compliance Requirement, they will upload new documents through their Worker Portal. Submitted documents will either be manually reviewed by Fountain users or will be auto-approved via AI. Review this article to learn about Compliance AI-auto approval. This review will be completed through the Compliance Workers screen.
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 and approve them.
Are you using Compliance as a screening stage in your Hire application? Review this article for steps on how to review and approve documents in Fountain Hire.
Access Compliance Documents
Compliance documents will be reviewed through the Compliance Workers screen:
Click Compliance in the left side bar, then click Workers.
Any workers who require document review will have a Review bubble with the number of documents that need review to the right of their name. They will also have a Pending Review status in the Status column.
Click the Review bubble to open the Compliance profile for the worker.
Tip!
To see all workers that require document reviews, click Filters and create a filter for Pending Review status.
Approving or Rejecting Documents
Once in the worker’s Compliance profile, you will review and action the document. Follow the steps below:
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 worker, 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 worker 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 worker will NO be automatically notified that they need to reupload the document.
Manually move the applicant back to the Compliance stage
Manually message the applicant that they need to reupload the document.
Automated notifications are not sent until the worker is hired. Therefore, you must manually notify them.
Tip!
If you need to review the employee's Worker Experience profile for more information, message the worker, etc., click the 3 dots button next to Reject for additional options.
Compliance Information in the Worker Profile
You can also see basic information around Compliance Requirement status in the Worker’s Profile:
Click Workers in the left side bar.
Find the worker you want to review and click their name.
Click the Compliance tab on the right. Any Requirements that were assigned based on this worker’s segment will be listed, as well as whether they are in or out of compliance.
Additionally, any attributes related to Compliance documents can be found in the Attributes tab.
Related Articles
⬅️ Previous article: Compliance Workers' Experience
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