Influence professional has a compliance system which allows users to define various items such as Proof of ID, Professional certification and licences, and have these checked when making bookings or placements.
Influence also has an Attributes system which allows users to create skills and tags and assign them to candidate or clients, and then run searches based upon these attributes.
It is now possible to Link these two parts of the system together so that every time a compliance item is completed, there is a matching attribute which becomes ticked and searchable for the candidate.
This feature is introduced after version 1.00.17.213 of the software.
How it Works
If you go to a candidate, and select the [Compliance] page of their record, you will see details of all the compliance items which have been created in the system. Completing the details on this page will make the candidate compliant for any of these items, some of which may have an expiry date.
Once items have been completed on the [Compliance] page, they will be reflected in the matching attributes setup on the CV&Skills page of a candidate.
There will be a new 'Tab' of attributes, usually labelled Compliance (although the name can be changed)
Any compliant items with be marked with a TICK. Those which have expired will be marked with a X
For compliance items which have an expiry date, the expiry date will be shown, and colour coded accordingly:
GREEN: All OK, not expired.
YELLOW: Still OK, not reached expiry but within 'Reporting' range *
RED: Item expired.
* When creating compliance items, it is possible to define a 'reporting' range, where the system will start warning you an item is 'about to expire'. E.g. Passport Checks may have a reporting range of 60-Days to allow time to advise the candidate and allow them to obtain an updated Passport.
Setup and configuration of Compliance / Attribute Link
Before the feature will start working you will need to be on a suitable version of Influence professional (ver 1.00.17.213 or later) and it will need to be setup and configured.
Simple Setup (Automatic)
Login as a suitable 'high priority' user (e.g. ADM)
Go to Attribute Maintenance and select the Compliance ( ) radio button.
Click the [Resync] button.
The system will create a two sections within your Attribute structure for Candidate Compliance Items and Company Compliance Items (if applicable)
For each compliance item you have defined the system will create a matching attribute in the relevant section, and will set the relevant items for each candidate.
From then on any amendments made to the [Compliance] page of a candidate will be instantly reflected in their Attributes.
NOTE: The system will create attributes for compliance items at the time that the Sync is performed; if additional compliance items are defined at a later date you will need to
re-sync in order to get the new items added to the attribute structure.
Using the [UnSync] button will remove all the attributes which have been created, and return the system to the state it was before Compliance/Attributes were linked.
Using the automatic setup as described above is the easiest way to get the system to create attributes for every compliance item you have defined, and to link them together so that changes on the [Complaince] page are reflected in the attributes.
However, if you do not want every compliance item to be an attribute or if you have already created some attributes which you are using to track compliance, you can manually link compliance items to existing attributes in the following way.
- Login as a suitable 'high priority' user (e.g. ADM)
- Go to Attribute Maintenance and select the Compliance ( ) radio button.
- Use the drop-down labelled "Apply To" and select a compliance item
- Select one of the existing compliance items and click on the description to 'link' it to the chosen Attribute.
(The system will display a small TICK to indicate that it is linked)
Repeat the above process for as many Attributes/compliance items as you wish to link together.
Having linked attributes/Compliance items manually they will behave in a similar way to those created using the automatic Sync. i.e. When the linked compliance item is valid, the Attribute will be ticked - as soon as the linked compliance item is no longer valid (e.g. it has expired or is not complete) then the attribute will not display.
e.g. In the example below the Attribute is linked to a compliance item and shows a
TICK to indicate that the candidate is compliant.