Fulfilling Insufficiencies - A Step-by-Step Guide

Modified on Wed, 24 Jan at 8:53 PM

Are you facing insufficiencies in your candidate verifications and wondering how to address them effectively? Whether you need to fulfill insufficiencies for a single candidate or in bulk, we've got you covered. Follow the steps below to navigate through the process seamlessly.

Fulfilling Individual Insufficiencies:

  1. Navigate to the Dashboard page.
  2. Locate the insufficiency tile and click on it.
  3. On the insufficiency page, find the candidate's name and click on it.
  4. A quick view will open, displaying the status of all checks for the candidate.
  5. Click on the specific insufficiency check, read the insufficiency comment, and take necessary actions.
  6. Enter your comments, upload any required documents, and click submit to fulfill the insufficiency.

Fulfilling Insufficiencies in Bulk:

  1. On the insufficiency page, locate and click on the "Bulk Insuff Sheet" option.
  2. Download the insufficiency cases in an Excel file.
  3. In the last column of the Excel file, enter your comments for each case.
  4. Save the Excel file with your changes.
  5. Return to the insufficiency page and use the "Bulk Insuff Fulfill" option to upload the modified Excel file.
  6. Once submitted, the AuthBridge team will verify your comments. If accepted, the cases will proceed for verification.

Important Note:

  • While you can fulfill insufficiencies in bulk, document uploads must be done individually. Ensure you upload any required documents for each insufficiency case separately to complete the process successfully.

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