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How to Review Locum Documents Prior to Booking

Use this guide to check a locum’s compliance documents before confirming a booking.

Sarah Murray avatar
Written by Sarah Murray
Updated over 2 weeks ago

Steps

  1. Go to Shifts
    From the main navigation (top-left), select Shifts.

2. Choose how to view applications
On the left under Applications, select one of the following:

  • Shifts – shows all live shifts with applicants.

  • Applicants – shows all applicants who have applied to your live shifts.

3. Open the shift details

  • Find the shift you want to review.

  • Click the shift dates (hyperlink) to open the shift details screen.

4. View applicants
On the shift details screen, go to the Applicants section.

  • Click View Profile beside the locum you want to review.

5. Check compliance documents

  • In the locum’s profile, select the Compliance tab.

  • Here you’ll see verification status for:

    • Identity

    • Right to Work

    • Professional Registrations

    • Police/Legal Checks

    • Indemnity Insurance

    • Company Requirements

  • Use the tabs to view detailed documents for each section.

  • Click a credential title to open the uploaded evidence.

6. Book the locum
After reviewing, close the profile modal & you can:

  • Book the individual shift, or

  • Book All shifts the locum has applied for at that location.

Tips

  • Use filters (Date, Region, Job Type) to quickly find the shifts or applicants you need.

  • Review compliance status before booking to ensure all requirements are met.

Troubleshooting

  • Can’t find the applicant? Try widening the date range or switching between Shifts and Applicants views.

  • Need help? Click the chat button in the bottom-right corner of the screen to speak with our support team.

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