Candidate Compliance

4 Top Tips for Managing Candidate Compliance

Ensuring your candidates are fully compliant with company or client requirements is essential for successful placements. Below are four key tips to help streamline your candidate compliance process, making it more efficient and effective.

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1.     Decide What You Need

The compliance requirements for candidates can vary depending on the roles and industries you recruit for. Identifying the necessary information and at what stage of the recruitment process you need it is critical.

Configure compliance details for collection during Registration or Offer stage using Compliance Details Settings.compliance_1

Examples of Candidate Compliance Requirements:

  • Right to Work documents (Passport, Birth Certificate, Visa Information)
  • Proof of Address
  • PVG / DBS / Criminal Record Check
  • Qualifications / Certifications / CSCS Card / Driving Licence
  • Financial checks

2.     Keep It Simple

Requesting excessive documentation can be off-putting for candidates, especially when it involves personal information. Keep requests relevant and necessary for the role to improve candidate engagement.

⚠️ GDPR regulations require minimising data collection, so gather only essential information.


3.     Keep It Up to Date

Maintaining up-to-date candidate details helps ensure ongoing compliance and speeds up the placement process.

Best Practices for Keeping Compliance Details Current:

  • Set follow-up dates for details that expire or require regular renewal.
  • Use your To-Do list to track upcoming expirations and request updates from candidates promptly.comliance_todo
  • Mark compliance details as complete once updated.

4.     Encourage Candidates to Use the Candidate Portal

Leveraging the Candidate Portal for compliance information entry and updates can save recruiters’ valuable time.

Benefits of the Candidate Portal:

  • Candidates can directly upload required documents, reducing manual data entry for recruiters.
  • Candidates can update their details as needed, ensuring compliance information remains current.
  • Super users and compliance users can restrict access to specific compliance details by setting them as ‘Hidden,’ ensuring certain information remains confidential.
  • Super users and compliance users can set details to read only in the portal, meaning the candidate can review the data you hold, but cannot edit it!

For additional guidance, find more information on managing company compliance for a job here.