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Improvements to Document Uploading: Right to Work & Grouping

We have updated the Document Compliance area within worker profiles to streamline the verification process. The primary change is the introduction of a dedicated Right to Work section, which ensures that critical identity and employment evidence is no longer lost in a general list of documents.


    New Table Structure and Grouping

    To improve navigation, documents are now organised into 2 distinct, collapsible tables. This grouping allows you to quickly identify which areas of a worker’s profile require attention:

    • Right to Work Checks: Contains the essential legal evidence required to work in the UK (e.g., Passports, Visas).
    • Other Documents: A flexible area for any additional files not covered by the categories above.

     

    Managing the Right to Work Section

    The Right to Work section is intelligent; it adapts based on the nationality and visa status you have entered in the worker’s basic details.

    Dynamic Requirements

    • British & Irish Nationals: The system will primarily require a Passport or ID Document. While you can optionally upload a passport as well, only the core ID is mandatory for compliance.
    • Non-British/Irish Nationals: The section will automatically expand to require both a Passport/ID and a Visa or Work Permit.

    How to Upload

    1. Navigate to the Employees tab and select a worker profile.
    2. Click on Document Compliance.
    3. Locate the Right to Work Checks group.
    4. Click the Upload icon (or 'Actions' menu) next to the specific document name (e.g., Passport/ID Document).
    5. Enter the Issued Date and Expiry Date where applicable.
    6. Click Update to save changes.

     

    Understanding "Self-Assessment Hard-Fails"

    Navigate to the selected Client Profile > Rate and select Add New. The Rate Card Builder guides you through three steps to define your rate breakdown.

    Step 1: Overview

    To ensure only fully compliant workers reach the verification stage, we have implemented a hard-fail mechanism:

    • You cannot submit a worker for verification until the Right to Work section is 100% complete.
    • If a document is missing, the self-assessment tool will surface a clear error message indicating exactly which document is required based on that worker's nationality.

     

    Existing Workers and Compliance Migration

    With this update, some existing workers may see a change in their status:

    • Approved Non-Compliant: Any previously verified worker whose RTW documents do not meet the new nationality-based rules will automatically move to this status.
    • Action Required: For these workers, you must upload the missing evidence (e.g., a specific Visa type) to return them to full compliance.

     

    Tips for Success

    • Check Nationality First: Always ensure the worker's nationality is correct in their 'Profile Info' before uploading documents, as this dictates what the RTW section will ask for.
    • Expiry Dates: The system now clearly flags documents with "No Expiry" or specific dates. Ensure these match the physical document to avoid rejection during the final verification.