Launch and manage a verification

This article covers how to launch a verification in Horizon, check its status, cancel or resend it, and view its results.

A verification is an individual compliance check or document request Horizon runs for a workforce member. For example, a criminal record check, a driving abstract, or a document sent for signature. Verifications are usually launched automatically based on a member's assigned Risk Profile, but administrators can also trigger them manually at any time. Once completed, results are evaluated against your organization's rules and can generate a violation if they fall below the required threshold.

TABLE OF CONTENTS

• Launch a verification
• Check verification status
• Reminder schedule
• Cancel an in-progress verification
• Resend a verification
• View the result of a verification

Launch a verification manually

Most verifications are launched automatically based on a member's Risk Profile and recurrence settings. Use these steps if you need to trigger one outside of that schedule.

1. Go to the Workforce tab and select Members. 

2. Go to the member's profile. 

3. Select Verifications.

4. Select the Start Verification dropdown. (Only the services pre-configured for your organization will be available in the dropdown.)

5. From the dropdown, select the verification you'd like to run. 

6. Click Start Verification to launch. 

Note: If the verification requires input from the workforce member, such as a document upload or signature, they'll be contacted automatically by email (and SMS if a phone number is on file) with instructions.

Check verification status

Each verification has a status that reflects where it is in the process. 

Reminder schedule

Once a verification is sent, Horizon automatically reminds the recipient to complete it after 24 and 48 hours.

If you wish to reset the reminder schedule, the verification must be cancelled and resent.

Cancel an in-progress verification

1. Go to the Verifications tab. 

2. Select the verification you want to cancel. 

Note: You can filter using the statuses or date the verification was launched.

3. Select Cancel Verification on the top right-hand side of your screen. 

4. Click Cancel Verification to confirm. 

Resend a verification

To resend a verification that is:

• In Progress: Cancel the verification first, then launch a new one. 
• Completed or Cancelled: These are already in final state, no need to cancel. You can launch a new one by following the Launch a Verification instructions above.

Note: Resending generates a new verification record; it does not restart or overwrite the original.

View the result of a verification

1. Go to the Verifications tab. 

2. Select the verification you want to view. 

Note: You will only be able to see the results of a verification that has been Completed.

3. The following information will be available: