Compliance
The Compliance tab lists open HR items, soonest first. It's a list of dates to act on, not a ruling on what the law requires of you.
What's on the tab
- Credentials that have expired. These come first.
- Credentials that expire soon, with the date and days left.
- Advisor steps still open, such as an identity check or an agreement. These show "open since" a date, because they have no due date.
If nothing is due, the tab says "All clear".
Open an item
Tap an item to open the person it belongs to, and see their credentials.
Ask Jordan
- "What's overdue?"
- "Any compliance issues?"
- "Who has something expiring this month?"
Jordan reads the same list you see on the tab.
Good to know
- Jordan lists what's open and when. He doesn't tell you what the law requires, whether you are compliant, or what to do about a violation. For that, ask your counsel.
- Statuses are worked out from each credential's expiry date every time you open the tab, so the list and the People tab agree.