Dashboard platform administration

Manage Candidate Verifications

Candidate Verification lets your recruiting team confirm a job candidate's identity during the hiring process, on demand, without requiring the candidate to already exist in a connected directory. This helps protect against hiring fraud, such as someone interviewing under a false identity or having another person perform the job on their behalf. Recruiters can request verification for a new or existing candidate via link, SMS, or email, or generate a protected meeting link that requires identity verification before a candidate can join a video call. All verification requests and their results are tracked directly on this page.

In the left menu, click Services > Candidate Verification to access the page.


Send a Verification Request

Use the section at the top of the page to start a new verification for a candidate. This section has two tabs: Existing Candidate and New Candidate.

Existing Candidate

Use this tab to send a verification request to a candidate you've previously added. You can add candidates on the New Candidate tab on this page or by using an external trigger, such as an ATS webhook.

  1. In the left menu, click Services > Candidate Verification.
  2. Click the Existing Candidate tab.
  3. In Candidate Name, search for and select the candidate you want to verify.
  4. Choose how you want to deliver the verification to the candidate: Via sharing a Link, Via SMS, Via Email, or Protect meeting with Incode.
  5. Choose how long the verification link remains active before it expires. Enter a number and select a unit: minutes, hours, or days.
  6. Depending on the verification method selected, the button at the bottom of the section changes:
    • If you selected Via sharing a Link, click Generate Verification & Copy Link to create the verification and copy a shareable link to your clipboard. Send this link to the candidate through any channel you choose.
    • If you selected Via SMS, click Send SMS to text the verification link directly to the candidate's phone number.
    • If you selected Via Email, click Send Email to email the verification link directly to the candidate's email address.
    • If you selected Protect meeting with Incode, click Generate Verification & Copy Link to create a verification-gated link for a video meeting. The candidate must complete identity verification before being redirected to the meeting.

New Candidate

Use this tab to add a candidate who hasn't been verified before and request their first verification. Adding a candidate here creates them in your organization's candidate list.

  1. In the left menu, click Services > Candidate Verification.
  2. Click the New Candidate tab.
  3. In Candidate Name, enter the name of the candidate you want to add.
  4. Choose how you want to deliver the verification to the candidate: Via sharing a Link, Via SMS, Via Email, or Protect meeting with Incode.
  5. Choose how long the verification link remains active before it expires. Enter a number and select a unit: minutes, hours, or days.
  6. Depending on the verification method selected, the button at the bottom of the section changes:
    • If you selected Via sharing a Link, click Generate Verification & Copy Link to create the verification and copy a shareable link to your clipboard. Send this link to the candidate through any channel you choose.
    • If you selected Via SMS, click Send SMS to text the verification link directly to the candidate's phone number.
    • If you selected Via Email, click Send Email to email the verification link directly to the candidate's email address.
    • If you selected Protect meeting with Incode, click Generate Verification & Copy Link to create a verification-gated link for a video meeting. The candidate must complete identity verification before being redirected to the meeting.

View Candidates

Below the Existing Candidate and New Candidate tabs, a table lists your organization's candidates and the verification requests sent to them. Click a row in the table to open a dialog listing every verification session tied to that candidate.

Column Description
Name The candidate's name, entered when they were added.
User Identifier The candidate's unique identifier: their email address or phone number.
Sessions The number of verification requests sent to this candidate, including pending, successful, failed, and expired ones.
Last Update The date and time the candidate's most recent verification request was last updated.
Expiration Estimation The date and time the candidate's most recent verification link expires, based on the Valid for duration selected when the request was created. Shows a dash (-) if not applicable.
Score The verification result: Pass, Warn, Fail, Not Applicable, Needs Review, Pass (Manual), Fail (Manual), or Pending (Manual).
Session Status The current status of the verification: Completed or Not Completed.
Action Click the trash icon to permanently delete this candidate from the table.

Filter Candidates

You can filter the table by one or more criteria to find the candidates or verification requests you need.

  1. In the left menu, click Services > Candidate Verification.
  2. Click one of the filter fields above the table:
    • Name: Enter the name of the candidate you want to search for.
    • User Identifier: Enter the email address or phone number for the candidate you want to search for.
    • Last Update: Select All dates, Last Week, Last Month, Last Quarter, or Custom Date Range. If you select Custom Date Range, select a start and end date.
    • Score: Select Pass, Warn, Fail, Not Applicable, Needs Review, Pass (Manual), Fail (Manual), or Pending (Manual).
    • Session Status: Select Completed or Not Completed.
  3. Filters are applied immediately. The table displays the requests that fit your criteria, and the filter appears as a tag above the table.
  4. Repeat these steps to add any additional filters. Click the x on a filter tag to remove it.

The dialog showing a candidate's individual sessions can be filtered the same way, using the Name, Last Update, Score, and Session Status fields above that table.


Delete Candidates

You can permanently delete candidates and their verification history.

  1. In the left menu, click Services > Candidate Verification.
  2. In the Action column in the table, click the trash icon.
  3. In the confirmation dialog, click Delete.

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