Worker Compliance
What has to be true about a worker before they may do the work — and what happens if it is not.
Where to find it
- Module: HRMS
- Group: More
- Section: Reachable by link
- Screen: Worker Compliance
Address in the console: /hrms/compliance-items
List · 10 columns · 12 fields on its form · 2 of them required
This screen carries no tile on the module page. It is reached from the record it belongs to, from a saved view, or by its address.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Worker | Text | employee_name |
| Employee | Code | employee_no |
| Requirement | Text | requirement |
| Type | Status | requirement_type |
| Status | Status | status |
| Satisfied | Date | satisfied_on |
| Expires | Date | expires_on |
| If not | Status | on_failure |
| In force from | Date | effective_from |
| Until | Date | effective_to |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Employee | Choice | Looked up from existing records | |
| Requirement required | Text | ||
| Type required | Choice | right_to_work, background_check, reference, qualification, licence, medical, training, policy_acknowledgement, confidentiality, conflict_of_interest, vaccination, security_clearance | |
| Regulatory basis | Text | ||
| Satisfied on | Date | ||
| Expires | Date | ||
| Evidence reference | Text | ||
| If it is not satisfied | Choice | alert, block_start, suspend_work, block_payroll, terminate | This is the column that turns a checklist into a control. |
| Waiver reason | Long text | ||
| Notes | Long text | ||
| In force from | Date | The date this version of the row takes effect. Leave it as today unless you are dating a change ahead. | |
| Until | Date | Leave empty for open-ended. Setting it ends this version rather than deleting it. |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.