Navigate to the relevant Placement. You can see the status of Compliance by clicking on the Compliance tab.
You can see if the Placement is Compliant and how much has been completed. The score will always total 100% compliant.
NOTE: Compliance is added to the Placement via the Agreement, which is added to the Vacancy and then synched to the Placement when created. If no Compliance is on the Agreement or no Agreement is required, the Compliance score will automatically be 100% and skip this stage in the Placement process.
Click on a Compliance Evidence to open (avoiding all hyperlink). From this record, fill out all the requirements as below and then click save.
Below in the timeline, of evidence is being attached, click onto the paperclip icon and add it in:
Click on Add Note to save it to the record.
You will see the Compliance % Complete field will update and the Confirmation will be Checked.
Once all the Compliance Status records have been checked and validated, the Placement will show as Complete at 100%.
NOTE: It may be that a member of your team is uploading the Compliance and then they are checked by another Team member. If this is the case, the person uploading the document would change the Confirmation status to Submitted and follow the other steps. The final approver would then check this and if the document is correct, make the final change from Submitted to Checked.
Using the Candidate Portal?
If the Candidate portal has been purchased, the candidate will upload all of their own documentation. This will come into Mercury and just need to be checked and either marked as Checked or Rejected.