Process for Verifying & Reviewing Documents
Any user within CheckWorkRights can be a verifier, no matter which level of access they have. Our recommendation is to assign verifiers to users who have direct access to the employee, or can verify employee details in person.
When new documents are uploaded to employee records, their assigned Verifier will be automatically notified. You can also view the documents by selecting the Employees with documents awaiting verification by you tile under Document Verification.
Once you have requested a check from your employee, and they have submitted their document evidence, you will be required to verify the evidence to confirm the employees evidence to verify their status on the check.
Let's go through Document Verification, starting with an overview of the desktop process.
Desktop: Document Verification Dashboard
The Document Verification Dashboard shows the following details:
Employees awaiting document verification.
Details of each employee, including Given Name, Surname, Date of Birth, and Document Details.
Document evidence
View Document: A sample document for comparability
Approve or Reject: Ability to approve or reject evidence
Key items to keep in mind when verifying documents in CheckWorkRights:
When you Reject a document submission, you can request that the employee resubmits their documentation in the case that the evidence provided is not legible or is missing details.
View a Sample Document so you are aware of the correct documentary evidence for the check you're verifying. This is different for every document submission, so best practice is to confirm all required information on the document prior to verifying the evidence.
Where can I verify a Document?
You can verify documents in many places within CheckWorkRights; Document Verification via the desktop Dashboard, in the Documents tab on an employee profile, or a pop-up window will appear on an employees check in the mobile app. You will also be notified via email of any outstanding documents requiring verification.
You can also resign the verifier for a document awaiting verification in the documents tab of the employee profile by selecting 'Change Verifier'
Mobile: Verifying Documents
In the mobile app, you can now verify documents on employees profiles.
Head to the employees profile, and locate the check you are wanting to verify. Once you open the check, you'll see the label Waiting on the top right of the tile, and be shown a small pop-up at the bottom of the screen labelled Verification Required.
Swipe up on the pop-up and two options will appear: Complete Verification or Verify Later. Select Complete Verification.
From here, you'll see a list of available options in order to correctly verify the document: Verification Guidelines, Change Verifier, Decline or Approve. Any of these options will show a smaller pop-up. Once you have approved the document, you'll be able to see the label on the check tile change to Verified.
