Contractors HRMS

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  1. Contractors HRMS
  2. Process
  3. Follow-up resolution
Process · Follow-up resolution

Follow-up resolution

Use this process when a contractor assignment needs a traceable handoff. The Compliance Reviewer opens an action against the affected engagement and assigns a person and due date. The owner brings back corrected information or evidence. The reviewer checks the source record again, records the resolution and completion date, and closes the action. The engagement remains the source of the underlying assignment terms. The team can reopen the linked records to check the current status, person and date.

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Step by step

  1. Open action Compliance Reviewer

    Compliance Reviewer opens an action on the engagement when an observation or document needs correction.

    • Identify the source and requested correction.
    • Updates Follow up actions

  2. Assign owner Compliance Reviewer

    Compliance Reviewer names the person responsible and sets a due date.

    • Keep the assignee and due date on the action.
    • Updates Follow up actions

  3. Check evidence Compliance Reviewer

    Engagement Owner supplies the corrected reference; Compliance Reviewer inspects the linked document and observation.

    • Compare the new evidence with the source issue.
    • Updates Evidence documents, Contractor compliance items

  4. Record resolution Compliance Reviewer

    Compliance Reviewer writes what was corrected and when the work was completed.

    • Capture the resolution and completion date.
    • Updates Follow up actions

  5. Close action Compliance Reviewer

    Compliance Reviewer marks the resolved action Completed; an unresolved action stays Open or in progress.

    • Set the status that matches the recorded work.
    • Updates Follow up actions

Who does what

Roles and permissions
Compliance Reviewer
, Engagement Owner.
Each person acts on the linked record within their assigned scope.
Admin
Maintains the organization and People records used to make the handoff legible.

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