Overview#
This page covers My Compliance Dashboard, where candidates see all their compliance items, and how they complete an item: uploading a document or agreeing to or confirming something.
This page is for candidates and the staff who support them and is part of the Pump Portal User Guide.
My Compliance Dashboard#
Video: C3 - Home and My Compliance Dashboard
Every compliance item the candidate needs to see, newest first:
| Column | Shows |
|---|---|
| Compliance Item | The item's name. Click it to open the item. |
| Job Title, Working Company | The role the item is for. Blank for items that apply to all their roles (for example passport) or to their limited company. |
| Status | Where the item is, for example New, Review, Completed with Expiry Date. |
| Expiry Date | When the document expires, if it does. |
| Created On, Start Date, End Date | When the item was added, and the dates of the role it's for. |
Items the recruiter has hidden, and items for a role that didn't go ahead, don't appear. Changes made by the recruiter can take a few minutes to show.
Completing an item#
Video: C4 - Completing a compliance item
Opening an item shows what it's for under its name:
- Role: the job title and company, for an item that belongs to one role;
- For: the company name, for an item on the candidate's limited company;
- Applies to all your roles, for an item on the candidate themselves, for example passport or right to work.
Items that need a document#
- Read the Instructions. They say what's needed, for example "Please upload a clear photo or scan of the photo page of your passport".
- Drag the file onto the upload area or click to browse for it. Files must be PDF, JPG or PNG, up to 10 MB each. Each file shows underneath; click the bin icon to remove one.
- If the document has an expiry date, enter it in Expiry Date. This is optional.
- Click Submit.
Items that need no document#
Some items only ask the candidate to agree or confirm something, for example terms and conditions. Read the instructions, then click the button, for example I Agree or Complete.
After submitting#
The item moves to Review and the page says: "This item has been submitted and is currently under review by our team. No further action is needed from you right now." The Documents panel lists what they uploaded.
The recruiting team then reviews it. If something needs redoing, the candidate gets an email and the item is open again for them to complete.
Documents from the recruiter#
The Documents panel also shows documents the recruiting team has added to the item, for example a contract to sign. Click one to download it.