Customer Compliance Management
Overview
- HR HUB 360 Customer Compliance Management refers to the process by which companies ensure that their customers adhere to legal, regulatory, and contractual obligations.
- In an increasingly regulated and complex global market, businesses are held accountable for not only their internal operations but also for the compliance of their partners, suppliers, and customers.
Purpose
- In HR HUB 360 Customer Compliance management provides a centralized hub that holds all the compliance data for your clients.
- The main purpose of Customer Compliance Management in HR HUB 360 is to ensure that businesses adhere to regulatory requirements, contractual obligations, and industry standards when dealing with customers.
Key Features
- Centralized Customers Compliance data: HR HUB 360 Customer Compliance management can provide a centralized hub for all client's compliance data.
- Improve customer trust: A strong compliance management in HR HUB 360 can help businesses build trust with customers, investors, partners, and regulatory bodies.
Advanced Features
Customizable Master Data Setup for Upload Compliance Documents
Admin or HR personnel should be able to customize metadata for each document uploaded to maintain consistency and standardization. Also, these features can be customized in master data setup to fit the organization’s workflow.
- File/Folder Naming: Like file names, folder names can be customized, or predefined templates can be used to categorize files based on project, state, or other criteria.
- State-wise file type: Create file type based on the state to which the customer belongs. This can help in cases where documents need to be managed based on location-specific regulations.
- Status Options: Define statuses (e.g., "New", "Pending," "Under Review," "Approved," "Completed") to track the progress of document reviews and uploads.
Max File Size Limitation
Each document uploaded should have a file size limit of 5 MB. This ensures the system remains optimized and prevents unnecessary storage consumption.
Advanced Search
This feature allows admin/manger to filter documents based on file types and filenames, streamlining the search process. This feature enables users to quickly locate specific files without sifting through a large volume of documents, improving efficiency and productivity.
Date Range
This feature is particularly useful when monitoring compliance activities over a given period or ensuring that certain documents remain current and relevant.
Progress Indication of Customer Compliance
- A standout feature of the system is its visual indication of compliance task progress.
- In this case, the system displays "1/13" items completed, equating to an 8% overall completion rate.
- This progress bar provides users with a quick overview of their compliance status, encouraging timely action on pending tasks.
Automated Task Creation for Expired Documents:
- Expiration Date Tracking: Each compliance document should have an associated expiration date, which the system monitors continuously.
- Auto-Task Triggering: When a document’s expiration date is reached (or a few days before it expires), the system will automatically generate a task.
Email Notifications
- It includes an integrated email feature that auto-populates missing documents.
- This allows users to send reminder emails to clients.
Instant Preview of Compliance Documents and Download
- It allows to preview and download relevant documents.
- This feature is essential for quickly reviewing the content of files or making necessary updates without the need for external applications.
Conclusion
HR HUB 360 Customer Compliance Management is a vital component of organizational governance that ensures businesses operate within legal and regulatory frameworks while fostering trust and accountability with their customers. By adhering to laws, mitigating risks, protecting customer rights, and maintaining transparency, companies not only avoid legal consequences but also build stronger, more reliable relationships with their clients.