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Staff and personnel screening

When The firm's own employee due-diligence obligation under Tranche 2.

Runs inside Xero Practice ManagerKarbonFYIXeroHubSpotMYOB and more →
Trigger Automated Your team
Verify Verify the employee
Screen Screen the employee
Result Staff record updated

Step by step

  1. Verify · Verify the employee. ID-verify the employee.
  2. Screen · Screen the employee. PEP, sanctions and adverse media.
  3. Result. Staff record updated in your practice software. Nothing to rekey.
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