01
Dashboard
Start here to see workload and urgent items.
- Open cases that need HR review
- Follow up with waiting candidates
- Check processing and high-attention cases
Support & documentation
How can we help?
Simple guidance for every step of the HR verification workflow — from creating a case to completing the I-9 record.
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Start with your task
Dashboard
Understand what needs attention and open the correct candidate case.
Initiate Check
Create a candidate case and send a secure document-upload invitation.
Cases
Search and filter every candidate case by workflow status.
Case Review
Review documents, OCR data, findings, and make the HR decision.
I-9 Records
Complete and monitor Section 1, Section 2, and document combinations.
Status meanings
Learn what each case status means and the next action HR should take.
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A guided setup checklist and the help articles HR teams use most often.
Your HR onboarding checklist
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Popular help articles
Quick answers for frequent HR actions.
Create and send a candidate invitation
Required details, email checks, and what happens next.
› Resend an expired invitationReopen the existing case without creating a duplicate.
› Understand verification findingsHow to read OCR, quality, consistency, and risk results.
› Request a document re-uploadUse when an image is incomplete, unreadable, or unsuitable.
› Choose the correct I-9 document combinationList A or the combined List B and List C route.
› Approve or reject a case safelyFinal checks and where the decision appears in history.
›HR verification workflow
Follow these five steps from the first candidate invitation through the final I-9 verification record.
02
Initiate Check
Create the candidate’s verification case.
- Enter the candidate’s basic details
- Confirm the email address
- Send the secure upload invitation
03
Cases
Track every case from one searchable list.
- Filter by workflow status
- Resend an expired invitation
- Open the selected case workspace
04
Case Review
Review the candidate’s evidence and verification result.
- Check candidate and document details
- Review OCR, quality, and risk findings
- Approve, reject, or request a re-upload
05
I-9 Records
Complete the employment eligibility record.
- Confirm Section 1 information
- Complete employer Section 2 review
- Validate List A or List B + List C
Recommended practice: Use the Dashboard for prioritization, the Cases page for tracking, and the Case Review page for the actual HR decision. Complete the I-9 record only after the required candidate and document information is available.
Browse help by topic
Use these categories when you know the area but not the exact article you need.
Candidate setup
Document review
Cases and statuses
I-9 completion
Common HR questions
Use New case, enter the candidate’s required details, verify the email address, and send the secure invitation. The new record will then appear in Cases.
Awaiting Documents means documents have not been submitted. Invite Expired means a new invitation is required. Verification In Progress means automated checks are running. Needs HR Review means results are ready. Re-upload Requested means a reviewer asked for a new photo. Approved and Rejected are final HR decisions. The same words are used on the dashboard, the cases table, the pipeline, and the case page.
Review the candidate details, uploaded document images, OCR-extracted values, document quality results, cross-document consistency, risk findings, and any supporting documents. Resolve significant issues before making the final decision.
Open the case, review the stated quality issue, and use Request Re-upload when a clearer or complete document is required. Add a short note so the candidate understands what must be corrected.
Go to Cases, filter for Invite Expired, and select Resend Invite. The existing case is reopened and a fresh secure link is sent to the candidate.
The record should contain either one acceptable List A document, or one acceptable List B document together with one acceptable List C document. HR should also confirm that Section 1 and Section 2 are complete.
Open the candidate’s Case Review page and use the case timeline or audit history. It should show important events such as invitations, uploads, analysis, reminders, re-upload requests, and the final HR decision.