Guides and ideas on collecting compliance documents from candidates and clients, and on automating the chase.
22 articles
Candidate compliance software UK agencies use, compared: portals, ATS modules and WhatsApp chasing, plus vendor questions and how pricing works.
What a TB test for employment involves in healthcare staffing: skin vs blood tests, when a chest X-ray is needed, and what agencies should keep on file.
Copy a 4-step reminder email and WhatsApp sequence for candidates with missing documents: right to work, DBS and references, with timings for each message.
How AI document classification works for recruiters: reading attachments, naming document types, confidence scores and when a human should step in.
Chasing candidates for compliance documents without losing the day: a daily and weekly routine, chase cadence and message template for UK agencies.
How to run an HCPC registration check for physios, radiographers and other AHPs, what to record on file, and how to catch lapses before a shift.
Candidates not sending documents? Why they go quiet, a chase timetable you can copy, and 7 practical fixes UK recruiters use to get documents in fast.
NHS framework agency compliance made practical: NMC PIN checks, Enhanced DBS, occupational health and mandatory training for nursing and locum agencies.
A practical Form I-9 guide for staffing agencies: who completes each section and when, remote verification, E-Verify basics and the mistakes to avoid.
AI document collection explained for recruiters: how it differs from OCR and upload portals, and why staffing agencies are moving their chasing to it.
The healthcare staffing compliance checklist for nurses and allied staff: licenses, certifications, immunizations and background checks before shift one.
Automation doesn't mean becoming a faceless firm. Here's how to automate the tedious tasks while keeping client relationships warm and personal.
Getting Docs is an AI assistant that chases candidates for compliance documents over WhatsApp and email, so recruiters stop losing hours to manual follow-up.
Client portals promised to solve document collection. Most sit unused. Here's why they failed and what forward-thinking firms are doing instead.
The January deadline has passed. Before you move on, take stock of what worked, what didn't, and what to fix before next year's rush.
Accountants spend up to 3 hours daily chasing documents. Learn how to cut that time in half with smarter collection strategies.
