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  • Resending Verification Links to Staff

Resending Verification Links to Staff

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Introduction

If a staff member has not received their initial onboarding invitation, or if the invitation link has expired, Compliance Officers can easily resend the verification link directly from the platform.

Steps

  1. On the Staff onboarding dashboard, locate the staff member whose verification status is marked as "SENT".
  2. Click on their name or row to open their Personnel Due Diligence checklist.
  3. Next to the "Verification of identity" row, click the three-dot actions menu icon located adjacent to the "SENT" status.
  4. Select Resend from the dropdown menu.
  5. In the confirmation dialog box that appears, click the green Send button.
  6. A success notification will appear at the top-right of the screen confirming that the link has been successfully sent.

Summary

Resending the verification link ensures that employees can easily access their outstanding onboarding tasks and complete their identity verification without administrative delays.

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