Agreements & Compliance

Here you will find all of the articles relating to the Agreements & Compliance phase.

Adding Benefits to Agreements
Step-by-step instructions on how to add Benefits for the Agreement
Adding Client Projects
A Client Project can be assigned to a Placement record so you can report on and indicate contract...
Adding Compliance Criteria to an Agreement
Instructions on how to add Compliance Criteria to an Agreement.
Adding Cost Centres to Agreements
Instructions on how to add a cost Centre to an Agreement
Adding Rate Types to Agreements
How to add a Rate to an Agreement
Agreement Approval process
Agreements can be set up with an Approval process - it complements the process for Clients, Vacan...
Amending an Agreement in a live Placement
This article describes Mercury's recommendation on amendments to an Agreement
Checking or Rejecting Compliance Evidence
An article showing how to check or reject Compliance evidence.
Creating a new Agreement
Step-by-step instructions on how to create a new agreement.
Deactivating an Agreement
How to deactivate an Agreement.
How to give users the necessary permissions to create Agreements
How to give users the ability to create Agreements.
Understanding & Managing Compliance
How to apply Compliance to a Placement, and common FAQs
Using Agreements and Worker Types to create Compliance
Use worker types and client agreements to make placements compliant.
What is an Agreement?
What agreements are and how they can be used.
Worker Types
How To add and use Worker Types.