Onboarding and Offboarding Compliance Items

Each compliance item can be configured with specific fields, as follows:

• Achieve - Enter a value in a date format.
• Effective - Enter a value in a date format.
• Result - Use the drop down to select a qualitative score (Pending, Pass, Exception, Fail).
• Custom - Use the free form text box to enter comments.
• Valid Location - Use the free form text box to enter a valid location for the item. This field does not auto complete with client organization locations.
• Expires - Enter a value in a date format. If you are automating the creation of a new version of a compliance item, the application uses this date in addition to the number of days specified in the item configuration in order to generate the new item. A reminder email notification can be configured to use the expiration date and a number of days prior to the expiration (Duration column). For more information about setting up an email notification, see Email Notification Configuration.

You can archive an item, creating a new version of it. Creating a new version automatically adds it to the engagement of the worker. You can also set up each item to be archived at a specific time. This setting is only configured at the item level. For more information about archiving, see Archive Compliance Item.

The archive contains the history of the item, and also any attached documentation/files for that version of the item. You can access the item archive by clicking in the item, and then clicking the Archive tab in the item view. For more information about setting up a compliance item, see Onboarding and Offboarding Items.

If the client organization has strict requirements around compliance items due to business practices, you can additionally control view/edit access to complaints items, both at the client manager user level, and the item level.

Worker eSign (DocuSign) — Compliance items can be configured to require a worker electronic signature on an attached document. When the item template is wired to a DocuSign document template, the application sends the document to the worker for signature directly from the VMS. The item remains in Pending Signature status until all required signers complete the signing workflow; signed documents and the full audit trail are stored against the item version. For module overview and settings, see Worker eSign Overview and Worker eSign Settings.

Bulk Update — MSP users can select multiple Onboarding compliance items using checkboxes and update shared fields across all selected items in one action.

To enter Bulk Update Mode, click Enter Bulk Update Mode. A group-level checkbox appears at the top of each compliance item group; individual-level checkboxes appear per item. Selecting the group-level checkbox selects all items in that group. With items selected, click Update [#] Items to open the Bulk Update modal. The modal includes the following fields, all defaulting to Unchanged:

• Achieved (Date)
• Effective (Date)
• Expires (Date)
• Valid Location (Text)
• Result (Selection)
• Status (Selection)
• Custom Comment (Text)

Entering a value in any field activates the Submit button. Submitted values are applied to all selected items where the field is available. Click Cancel to close the modal and return to Bulk Update Mode without saving.