This is a secondary, enquiry-led route for document-chasing workflows outside our main accountancy work. We do not publish a package or tariff for these sectors. Start with the document-chasing overview; a fit call confirms whether a bounded operational workflow is practical.
Candidate-document chasing without delegating the decision.
For one defined recruitment process, a workflow may help request an outstanding candidate-supplied document or approved timesheet. Recruiters and authorised staff still assess evidence, run checks, manage candidate care and decide what happens next.
Recruiter-approved at launchNo eligibility decisionExceptions go to people
Choose one request with a clear owner.
“Automate candidate compliance” is not a safe scope. “Prepare the approved request for the item marked outstanding by authorised staff” may be assessable.
The agency supplies the candidate cohort, the outstanding-item status, the permitted contact details and the message template. The workflow can then keep the administrative request organised.
It does not validate right-to-work status, judge a reference, decide candidate suitability, approve a placement or determine whether payroll evidence is acceptable.
A candidate-supplied document cycle
- Read the authorised outstanding-item list for the agreed candidate group or placement.
- Prepare the request from wording already approved by the agency.
- Require human approval before any candidate-facing message is sent at launch.
- Associate a clear reply with the correct record and file an attachment where technically feasible.
- Escalate personal circumstances, disputes, check results, sensitive information and unclear evidence to authorised staff.
People remain accountable for recruitment outcomes.
Checks and eligibility
Right-to-work, identity, reference, qualification and safeguarding checks are reviewed and decided by authorised people.
Candidate and worker care
Reasonable adjustments, discrimination risks, disputes, welfare, complaints and unusual circumstances must stop and escalate.
ATS and payroll access
The existing system, inbox and folder route are reviewed during fit. No direct connection to an ATS or payroll platform is assumed.
Before access, agree processing terms, supplier use, retention, candidate-contact permissions, approval rules, escalation owners, pause controls and the workflow record.
Bring one placement or payroll chase.
- The source field that marks the item as outstanding.
- The agency-approved request and follow-up language.
- The person who reviews the supplied evidence.
- The sensitive or unusual replies that must immediately stop the workflow.
Scope one candidate-document request.
We will keep the administrative chase separate from verification and recruitment judgement.