Governance is the section in your Complyfile that you set up to reflect how your policies and procedures require you to recruit new applicants into your organisation.
This panel is critically important to you getting the best out of your Complyfile.
First, once logged in to your Complyfile, click the Settings gearwheel down arrow at the top right hand corner of the screen.
Choose Settings for Your Organisation Name:
Scroll down the page:
This is what you see, your Governance settings:
You need to know what steps you have in your volunteer recruitment process.
If you use one of the recruitment steps, then you check 'check' or 'tick' the empty box to the left of the recruitment step that you want to incorporate into your online process.
1 minute video tutorial to switch on CRC Bypass functionality
If you want to retain the general ability to track your vetting / Criminal Record Checks, but occasionally bypass this process step on a case by case basis, you will want to enable the 'bypass' functionality for the CRC check.
To do this, simply go to:
This will give you the option to 'bypass' the Criminal Record Check (also known sometimes as 'vetting check') for an individual.
You may want this functionality as you have assessed that a check is not required for a particular role.
Clicking the bypass icon will create a History record to record your decision that a 'Criminal Record Check was not applicable' for that person.
Number of character references:
We recommend as the Administrator that you turn on 2-Step verification. You can do this simply by ticking the box as shown below.
Once you've made your selection, you need to leave the boxes checked/ticked in order for those processes to apply when you kick off your recruitment process.
Don't forget to press 'Save' to save the changes you've just made. You can find the button by scrolling to the bottom of the page:
On your organisation Dashboard, you can then dismiss the Welcome message, which means that the ability to Invite a volunteer will be enabled (the Invite button will change from 'greyed out' and unresponsive, to the same colour as the other buttons, and responsive).
If you're unsure or have any questions please click the ? button at the bottom right of the screen, email us on [email protected] or give us a call – we're here to help.