Adding an employee to the CheckWorkRights platform using the email workflow is a simple process.
Create Employee Record
From the Dashboard, Select 'Add Employee'. On the screen below, enter their information to establish their employee record.
Fill out the required fields
First Name
Last Name
Populate any additional fields
Change the default Verifier - the person who will review any supplied documents
Email Address - used to send the MyCheck Email
Business Unit - the location your employee works in
Payroll or Recruitment IDs - used for data matching external applications like HRIS, ATS or Rostering
Once you have created your new employee, you will be taken to their Employee Profile. From here you will be able to configure the checks you need your employee to complete.
Add Multiple Employees
If you need to add multiple employees in bulk, you can do so using our 'Bulk Upload' feature in the 'Admin' settings. Click here to learn more.
Collect Employee Documents Using MyCheck
To collect documents using our MyCheck employee onboarding workflow you first need to enable the checks you want the employee to complete by selecting Enable Check on each check tile. You can issue a document request email to the employee by selecting Send MyCheck Email button on the top right of the employee profile, or use the Copy MyCheck Link button to send the document upload link to the employee yourself.
We recommend discussing internally with your team before using the MyCheck email workflow for the first time to ensure a smooth process across the business.
Before getting started with the email workflow, please contact our team to ensure this functionality is enabled for your account.
Complete Checks Manually on the Employee's Behalf
Once you've created your employee's record, you can complete a check submission on their behalf if you already have the necessary documents.
To find out what documents are accepted for Work Entitlement checks, click here.
For this example, let's use Work Entitlement. Simply select the Complete Check Manually button on the check tile and follow the process flow to complete the upload.
For Work Entitlement checks, you'll be asked to choose either Australian Citizen or Foreign Citizen.
Once you have selected the declaration of citizenship, provide the document and enter any required information so the document can be matched with a result.
If you've entered the correct information, and the data can be matched with a record with our integration with the Department of Home Affairs, you'll have a correct result. If you receive the result of Unable to Check, you may have entered information incorrectly and may need to double check you have entered the correct information.
To learn more about Work Entitlement check results, click here.