Documents & Communications: the contract and the reply on one record.

The paperwork an agency actually keeps. Right to work, DBS and professional registration on the worker. Contracts of employment, terms of business and assignment schedules on the person or the client they were issued to. CVs, including the version that went to the client. Shift confirmations and booking changes on the booking. Payslips, self-bills and remittances from the pay run. Each one sits on the record it belongs to and carries the date it arrived.

From a template your agency wrote and approved. The template pulls the live record in — the name, the rate, the dates, the client contact. What comes out is an email, a stored file, or something you can print. When the wording has to change, you change the template once and every document after that follows it.

It stays on the candidate, contact, client or job it was sent from. Where you have tracking switched on for that channel, the delivery status sits with it and the reply comes back to the same record. The next consultant to open that record reads the conversation in date order, including the messages a colleague sent last month.

Yes, through a workflow you set up in Talimate. A saved search picks up everyone whose certificate expires next month. The request goes out in your wording, waits, and goes again. The consultant is told what is still outstanding. With Compliance Clara, review early results and feed back corrections during training, then automate the agreed chasing workflow.