Once workers are assigned a Compliance requirement task, they will submit new documents for company review. Submitted documents can either be manually reviewed by your company staff or auto-approved via AI.
Even if auto-approval is enabled, the document will still require manual review if it does not meet the auto-approval confidence threshold previously configured during the Compliance group creation process. In this article, you’ll learn the steps to access submitted documents and approve them.
Review this article to learn about Compliance AI-auto approval. Review this article to learn the steps to create a Compliance group assigned to workers.
Access Submitted Documents
To access submitted documents by your workers, follow the steps below:
Click Compliance in the left side bar then click Workers.
Any workers who require document review will have a document bubble with the number of documents submitted in the Needs Review column.
Click the document bubble to open the Compliance profile for the worker.
Additionally, to see open all workers’ Compliance profiles that need review, click the Review button towards the top right of the Compliance Worker table.
If you want to review documents based on the Compliance Group workers are in rather than all workers, follow the steps below:
Click Compliance in the left sidebar and then Groups.
Click on the name of the group.
The following screen will have a similar layout to the Workers screen including a Needs Review column and Review All button in the Pending Review tile at the top.
Approving or Recollecting Documents
Once in the worker’s Compliance profile, you will 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 information was extracted incorrectly, you can manually correct the fields by clicking on the field and typing the correction.
If the document submission is satisfactory, click the Approve button. This will mark the worker as compliant.
If the document submission has issues such as the wrong document being uploaded, the image of the document being blurry, the document being expired, etc., click the Recollect button.
You will be prompted if you want to notify the worker of the recollection request. Fountain recommends you turn these toggles on to email and text the worker. The employee will receive a link to their reset Compliance task in their Worker Portal.
To edit the message sent, click the edit icon to the right.
Click Send & recollect to send the communication.
If you want to save field changes and come back to approve or recollect, click the Save without approving button.
AI-Auto Approval Manual Review Flagged
If you have AI-auto approval turned on for this Compliance Group, the document may be flagged as required for manual review based on the previously configured confidence score.
For these documents, click Show details to review why the document was flagged for manual review.
You will see information related to:
Whether the document was blurry
Whether the document has glare
If the document has passed all approval conditions previously configured in the compliance check
If the worker manually entered or edited any information
If the AI confidence level was at or above the specified threshold level
If the document type and/or worker name matches the expected values
If you need to review the employee's Worker Experience profile for more information on the worker, click the Open WX profile button.
Related Articles
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