CentricFlow has a simple solution to allowing you to share candidate compliance documents, without the need to give them access to your main platform.
You can set this up by following the steps below.
- Head to the Apps Menu
- Select External Accounts
- There are 3 types external accounts you can setup;
- Compliance – For individual candidate compliance. For example sharing a candidates documents directly with a client or site manager.
- Financial/Umbrella – For sharing all the compliance documents of Candidates assigned to the Payroll Provider.
- Job Title – For sharing all the compliance documents of Candidates assigned to a Job Title.
- Click the Add Button (Blue plus to the right)
- Complete the form below, selecting the options you require. If you want the system to send the email to the external party, simply select the email account you have setup. (Search Setting up Consultants email on the Hub) or you can copy and paste the details to email to them.
- They will head to https://gateway.centricflow.co.uk/ to login.
- You can disable / delete their account at anytime.
If you require any further assistance, please get in touch with the CentricFlow Support team on support@centricflow.co.uk