Update expired Employer compliance

Created by Chris Rowe, Modified on Thu, 7 May at 12:02 PM by Chris Rowe

00:00: This tutorial guides you through managing employer due diligence documents within

00:04: the Navigate application.

00:06: You will learn how to upload, update, and configure compliance and health & safety

00:10: documentation effectively.

00:01: Note check with your manager first, your college might have its own specific health

00:06: and safety process that differs from this guidde.

00:09: For this video, we are accessing the employer straight from the placement module.

00:14: you can also locate and edit the employer from the quick links, employer search and

00:19: the employer module

00:21: As an example, this employer's compliance has elapsed and a student wishes to attend

00:26: a placement at this business.

00:29: You can click into the employer record by clicking on the employer name.

00:34: Once in the employer record, click into the audit Trail tab to locate the previously

00:39: submitted due diligence form.

00:41: Click on employer due diligence to view the document.

00:45: You may wish to send this documents URL link to the employer to see if their health

00:50: and safety details need updating if nothing has changed, just extend the health and

00:56: safety.

00:56: Expiration date based on the risk rating and college rules.

01:00: Make contact with the employer to obtain their latest employer.

01:04: Liability insurance document.

01:07: Back in the employer record, click details to view and edit specific employer

01:12: information.

01:14: Click on ADD document to start uploading a new Compliance Document for the employer.

01:19: Name it updated Eli document or a similar and relevant title.

01:25: Click on choose file to upload the document as evidence.

01:29: Click add to save the document.

01:32: In the compliance section.

01:33: Click yes to update it.

01:36: Enter the Eli documentation cover, start date.

01:40: Then enter the Eli documentation cover, expiry date.

01:44: Enter the health and safety form, approval date.

01:47: Then enter the health and safety Forum expiry date.

01:51: Click update to save all updates to the employer compliance section of the employer

01:56: details.

01:57: This employer is now compliant and ready to accept the student for their placement.

02:03: You have successfully managed

02:05: employer due diligence documents by uploading necessary files and configuring

02:09: compliance and health & safety dates.

02:11: Next, you can review audit trails or update additional employer details as needed.

1. NOTE

Note check with your manager first, your college might have its own specific health and safety process that differs from this guidde.

NOTE

2. Note

For this video, we are accessing the employer straight from the placement module. you can also locate and edit the employer from the quick links, employer search and the employer module

Note

3. View the compliance status

As an example, this employer's compliance has elapsed and a student wishes to attend a placement at this business.

View the compliance status

4. Select the employer

You can click into the employer record by clicking on the employer name.

Select the employer

5. Open Audit Trail

Once in the employer record, click into the audit Trail tab to locate the previously submitted due diligence form.

Open Audit Trail

6. Select Employer Due Diligence

Click on employer due diligence to view the document.

Select Employer Due Diligence

7. Copy the URL

You may wish to send this document's URL link to the employer to see if their health and safety details need updating; if nothing has changed, just extend the health and safety expiration date based on the risk rating and college rules.

Copy the URL

8. Obtain updated ELI document

Make contact with the employer to obtain their latest employer liability insurance document.

Obtain updated ELI document

9. Open Details Section

Back in the employer record, click details to view and edit specific employer information.

Open Details Section

10. Add ELI document

Click on ADD document to start uploading a new Compliance Document for the employer.

Add ELI document

11. Enter Document Title

Name it updated Eli document or a similar and relevant title.

Enter Document Title

12. Choose File

Click on choose file to upload the document as evidence.

Choose File

13. Once file is added, click Add to save.

Click add to save the document.

Once file is added, click Add to save.

14. Update Compliance dates

In the compliance section. Click yes to update it.

Update Compliance dates

15. Select Compliance Approval Date

Enter the Eli documentation cover, start date.

Select Compliance Approval Date

16. Select Compliance Expiry Date

Then enter the Eli documentation cover, expiry date.

Select Compliance Expiry Date

17. Select Health & Safety Approval Date

Enter the health and safety form, approval date.

Select Health & Safety Approval Date

18. Select Health & Safety Expiration Date

Then enter the health and safety Forum expiry date.

Select Health & Safety Expiration Date

19. Click Update to complete

Click update to save all updates to the employer compliance section of the employer details. This employer is now compliant and ready to accept the student for their placement.

Click Update to complete