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Assigning & Editing Verifiers

Everything you need to know about your document verifiers.

Updated over 3 months ago

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.

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