A compliance manager ensures that a company conducts its business in compliance with applicable local, state, national, and international laws. In construction, a compliance manager is responsible for reviewing, auditing, and monitoring contracts to ensure team's comply with the applicable statutory, regulatory, and ethical standards specific to the project's environment.
In Procore Pay, a user with responsibility to act as your company's compliance manager is responsible for ensuring commitments comply with relevant laws and regulations. When using Invoice Management with Procore Pay, a compliance manager performs these actions:
Compliance Item | Action | Learn More... |
---|---|---|
Insurance | Adds insurance records to company records in the Company level Directory tool. | Add Insurance to a Company Record in the Company Directory |
Adds insurance records to company records in the Project level Directory tool. | Add Project Insurance to a Company Record in the Project Directory | |
Manages insurance records added to the Directory tools and update the status of the document from the Project level Commitments tool. | Manage Insurance Documents and Compliance Status with the Directory Tools | |
Optional. Manages only the insurance compliance status on commitments without adding insurance documents to the Directory tool. | Optional. Manage the Insurance Compliance Status of a Commitment | |
Contract | Adds required contract documents directly to a commitment and manage compliance status for each document and the commitment. | Manage Contract Compliance Documents & Statuses for a Commitment |
Templates | Create custom compliance templates to assign to Procore projects. | Create Compliance Templates for Projects as a Company Admin |
No. With Procore Pay, anyone assigned the required user permissions can perform the compliance management actions. Some companies may assign compliance management duties to an administrative assistant, project coordinator, or project manager. Other companies might have a dedicated compliance team.
When using Invoice Management with Procore Pay, users need Admin' level permissions on the Project level Commitments tool. If your company chooses to manage insurance records with the Procore Directory tools, users also need: