Making an Employer compliant using information in a due diligence form

Created by Chris Rowe, Modified on Wed, 6 May at 8:49 AM by Chris Rowe

00:00: This tutorial guides you through updating employer compliance information within the

00:04: Navigate platform

00:01: When an employer completes a due diligence form and submits it for review, the

00:05: coordinator linked to the placement.

00:07: The due diligence was sent from will receive a notification from navigate learning.

00:13: Click review to view the form.

00:14: Straight from your emails.

00:15: Check your colleges specific.

00:17: H&S expectations for employers to review this document.

00:22: Make a note of the Eli slash compliance expiry date.

00:25: You will need this to update the employer record.

00:29: Click the link to review and confirm the attached document legitimately evidences,

00:34: the compliance expiry date.

00:37: Then click on quick links.

00:39: Search for the employer and select them from the search results to open the

00:43: employer's profile.

00:46: The completed due diligence form will be available in the employer's audit Trail.

00:52: Click the Bold employer due diligence to view the hyperlinked form.

00:58: Click into the employer's details tab to update the compliance.

01:03: In the compliance section, click yes to update the compliance dates details.

01:09: Click into the compliance approved date section, and set the date.

01:13: This will be the date.

01:14: You are approving the form.

01:16: Usually today's date.

01:19: Then select the compliance expiry date.

01:21: This will be the verified date.

01:23: That the employer's Eli.

01:24: Employer liability insurance document expires

01:29: Klick health and safety approval date to enter the approval date for health and

01:33: safety compliance.

01:34: Usually today's date

01:37: Then click, health and safety.

01:38: Expiration date to Define when health and safety compliance expires.

01:43: Your college will have specific guidelines for.

01:45: How many months each risk level should be reassessed.

01:49: once completed click update to save the dates added,

01:53: If your compliance in H&S, dates are current.

01:56: Then the employer will show as compliant.

01:59: The employer will become non-compliant when either of the expiry dates lapses.

02:06: You have successfully updated the employer's compliance details, including approval

02:10: and expiration dates for compliance and health and safety.

02:13: Verify that all information is accurate and saved to ensure compliance records are

02:18: current.

1. Email notification when Due Diligence returned

When an employer completes a due diligence form and submits it for review, the coordinator linked to the placement the due diligence was sent from will receive a notification from Navigate Learning.

Email notification when Due Diligence returned

2. Review form

Click review to view the form straight from your emails. Check your college's specific health & safety expectations for employers to review this document.

Review form

3. Note the ELI/compliance expiry date

Make a note of the ELI/compliance expiry date. You will need this to update the employer record.

Note the ELI/compliance expiry date

4. Review the attached ELI document

Click the link to review and confirm the attached document legitimately evidences, the compliance expiry date.

Review the attached ELI document

5. Access Quick Links Menu

Then click on quick links.

Access Quick Links Menu

6. Select Employer Record

Search for the employer and select them from the search results to open the employer's profile.

Select Employer Record

7. Audit Trail

The completed due diligence form will be available in the employer's audit Trail.

Audit Trail

8. Click 'employer due diligence' form

Click the 'Bold' employer due diligence to view the hyperlinked form.

Click 'employer due diligence' form

9. Click the employer 'details' tab

Click into the employer's details tab to update the compliance.

Click the employer 'details' tab

10. Update Compliance Status

In the compliance section, click yes to update the compliance dates details.

Update Compliance Status

11. Set Compliance Approval Date

Click into the compliance approved date section, and set the date. This will be the date you are approving the form, usually today's date.

Set Compliance Approval Date

12. Select Compliance Expiration Date

Then select the compliance expiry date. This will be the verified date that the employer's ELI (employer liability insurance) document expires.

Select Compliance Expiration Date

13. Set Health & Safety Approval Date

Click 'health and safety approval date' to enter the approval date for health and safety compliance. Usually today's date

Set Health & Safety Approval Date

14. Set Health & Safety Expiration Date

Then click 'health and safety expiration date' to define when health and safety compliance expires. Your college will have specific guidelines for how many months each risk level should be reassessed.

Set Health & Safety Expiration Date

15. When complete - Click Update

once completed click update to save the dates added.

When complete - Click Update

16. Employer is compliant

If your compliance in H&S, dates are current. Then the employer will show as compliant. The employer will become non-compliant when either of the expiry dates lapses.

Employer is compliant