Worker Compliance

The Compliance feature provides agency users with an additional layer of worker compliance verification. This feature can be enabled for Agency organisations and applies only to the agency’s direct workers.

Please reach out to your COS to enable this feature.

Accessing the Compliance Feature

Once this feature is enabled for your organisation, an additional tab named Compliance will be available when you log in.

Compliance tab visible in the navigation
The Compliance role must be assigned to use this feature. This can be added by an Admin user in your organisation via the Add Users tab in Settings.
Compliance role settings in the Add Users tab

Worker Compliance

To use this feature, go to the Managed Workers screen and search for the worker that needs compliance validation.

Managed Workers screen with worker search

Once a worker without a valid compliance record is selected, the compliance status is indicated in the lower left part of their profile, alongside the registration completion.

Worker profile showing missing compliance in the lower left panel

To pass or fail the worker, select Compliance Request at the top of the profile.

Compliance Request button at the top of the worker profile

The profile will then display the date when the compliance request was sent.

Worker profile showing compliance request date

Managing Compliance in the Compliance Tab

Go to the Compliance tab to manage compliance actions. Workers that require a compliance decision will have an Unread status.

Compliance tab showing workers with Unread status

Upon selecting a worker, the status changes to In Progress and the worker’s details are displayed, including uploaded and unuploaded documents.

Worker compliance detail view showing In Progress status and documents

Once you have reviewed the details, you can set the compliance status to Pass, Fail, Temporary Pass, or Pending by selecting Edit Status.

Edit Status button on the compliance detail view
Compliance status options: Pass

You can also add a comment if necessary.

Comment field on the compliance status screen

A track record of all compliance validations is also visible in the panel below.

Compliance validation history panel

Compliance Status Reference

Status: Pass

On the worker’s profile, the worker will show as Compliant along with the date the status was set.

Worker profile showing Compliant status with date

Status: Fail

On the worker’s profile, the Failed status is shown along with the date. The Send a new compliance request button will also be visible.

Worker profile showing Failed compliance status with date and send request button

Status: Temporary Pass

On the worker’s profile, the Compliant status is shown along with the date.

Worker profile showing Compliant status for a Temporary Pass
The worker’s profile displays Compliant, but the Compliance screen shows the status as Temporary.
Compliance screen showing Temporary status

Status: Pending

On the worker’s profile, the compliance request date is shown.

Worker profile showing compliance request date for Pending status

Compliance Implications

The following table describes how compliance status affects a worker’s ability to be allocated to shifts.

Compliance Status Allocation

No compliance request sent

Cannot allocate — outstanding registration issue.

Compliance request sent, not passed / Pending

Cannot allocate — outstanding registration issue.

Failed

Cannot allocate — outstanding registration issue.

Skipped registration checks

Can allocate — validation is bypassed.

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