Compliance Summary in the Worker Profile
Curious to see the compliance status and all compliance-related events, for a specific worker? Check out the Compliance section of the worker profile! This section is a centralized hub for all things compliance, and shows the following information:
The status of any compliance checks assigned to the worker (in compliance, expiring soon, or out of compliance)
Documents uploaded for compliance purposes and their extracted data points (for example, their driver's license expiration date)
If any documents are pending review, you'll see a review button to manually review them
A timeline view of all actions related to that check, such as document upload and approval by your employees
To un-approve a document that has already been approved, click the View button in the check summary and click Unapprove:
See this video for a step-by-step demo of unapproving and recollecting an approved compliance check document:
Attributes
Once a compliance check document is approved for an employee, a preview of the document file and all extracted data will display as a worker attribute on the attributes tab of their worker profile:
Upload a Document for your Employee
If you receive a document for a worker outside of their portal, you can upload it directly from the worker portal. To do so:
Click the Upload document button
Select which Compliance group that this document will apply to (note: this dropdown only lists groups that the worker is part of)
Select which compliance check this document is for (e.g. driver's license)
Upload your file > click Next to review it
If everything looks good, click Import
This will automatically approve the document for the selected check, and add it to the worker profile.
Related Articles
⬅️ Previous article: Manually Review Compliance Documents
↪️ Back to the start: Getting Started with Compliance