Workspace administration
Manage compliance records without losing the recruiting context
Use candidate documents and credential tracking as part of the placement workflow, with clear ownership for verification.
Everyday work5 min readCandidate management
Before you begin
Your agency compliance policy · The client’s applicable document requirements
Compliance information belongs in the recruiting flow, not in a separate memory system. Keep the candidate’s documents, credentials, expiry dates, and verification responsibilities visible to the people progressing the placement.
Define who verifies what
Add required documents and credentials to the candidate record with the relevant expiry or review context.
Use a named agency process to determine what is complete, what is expiring, and who has authority to verify each item.
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