This feature is only available on the web application.
CheckWorkRights can handle the allocation of verifiers to employees and their documents in two different ways, using a business unit default verifier or assigning a verifier to an individual employee.
Depending on the size and shape of your organisation you may wish to manage verification with a mix of both methods, with a default verifier for each business unit, and employee-specific verifiers for certain employees.
For example, if the venue manager is the default verifier for the business unit, you may want to allocate a head office HR worker or area manager to verify the venue manager so they don't verify themselves.
We'd recommend starting by allocating verifier users to your business units as a default and then allocating individual employee-level verifiers as necessary.
How to Assign a Verifier at the Business Unit level
When adding or editing a business unit in the Admin area, you'll have access to a field called 'Default Verifier'.
To establish a default verifier for a Business Unit simply find an existing user in the associated dropdown and click save.
Note: The default verifier field in the business unit editing area is not related to who has access to employees in a Business Unit. For more information on managing user access in CheckWorkRights, click here.
How to Assign a Verifier for a New Employee
Select Add Employee to create an employee. Next, you'll be able to select your verifier under the Verifier dropdown. You can search for the person, or add a new verifier if you need to create another user for verification.
How to Assign a Verifier for an Existing Employee
Select an existing employee, and head to their Employee Profile. Under Edit you can select a new verifier from the dropdown window.
How to Reassign a Document to a New Verifier
If you wish to change the verifier that's been set to the document, scroll to the verification section of the document record and select Change Verifier.
Alternatively, if the document has no assigned verifier, you can set a new verifier by selecting Set a Verifier.
How to Reassign Verifiers in Bulk
This feature is only available on the Admin users of the web application.
To reassign verifiers in bulk, head to the Admin > Bulk Operations area and select 'Make bulk changes on records'. You can either find records here by uploading as spreadsheet, or manually using filters.
Once you've selected a number of employees to update, you can use the actions menu to Assign New Verifiers
On the following screen you can select a new user to be the verifier for the selected employees.
If any employees have outstanding verification items to complete you'll also be given the option to Assign outstanding documents to the new verifier.
