Overview

Safeguarding Templates can be recorded against a job to ensure that when an employee is put into that job the templates are automatically assigned to the employee ready for completion.

Note: Safeguarding Templates need to be set up in Employee Checks & Compliance > Employee Checks & Compliance Configuration > Safeguarding & Employee Checks Template

To assign Safeguarding Templates to a job

Go to Job, Pay & Reward > Job and Pay Configuration > Jobs
Find the job that you want to add a safeguarding to using the filtering, sorting or grouping functions and then click on the on View and select Job Safeguarding Categories
Click Insert New Record
From the Safeguarding Category dropdown pick the category of templates that you want to assign. The job to which they are being added is displayed just above this

The individual checks within that category will be displayed on screen then click Update

Note: Templates are applied to jobs through categories, rather than being assigned individually.

For example, if all roles require a DBS check, a New Starter check, and an Onboarding check, these templates can be grouped into a single category and applied to the relevant jobs. If only certain roles need a DBS check, you can place the DBS template in a separate category so it’s only assigned where needed.

Further template categories can be added using Insert New Record as required for that job
Click Summary to return to the Jobs table

What happens when you put someone into a job role with safeguarding attached

Choose Job, Pay & Reward > Job and Pay
Click Insert New Record
Insert the job and pay record as normal and select the job role using the magnifying glass icon alongside the job title
When you click Update, you may receive some prompts informing you of changes that are being made as a result of selecting that role. You will see a prompt containing Other Updates. There could be a variety of things listed in this but you will also see the safeguarding that has been added

Click OK
The template has been added to the employee record
The question mark in Status denotes that it has not been completed with data and the tick in the Job Related column indicates it is related to the role as opposed to a safeguarding category entered directly against the employee record

Click on the line entry to view, edit, or enter data for each individual check

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Adding Safeguarding Templates to a job

Contents

Overview

To assign Safeguarding Templates to a job

What happens when you put someone into a job role with safeguarding attached

Comments

Contents

Overview

To assign Safeguarding Templates to a job

What happens when you put someone into a job role with safeguarding attached

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