Add 'Right to Work' onboarding step
To ensure applicants provide evidence confirming their Right To Work in the UK via Credentially automation, you need to add a Right to Work step into your onboarding flow.
Here's how to add the Right to Work step:
1. Go to the Organisation Setting tab.
2. Go to Onboarding Tab.
3. Click edit.
4. Scroll down the menu on the left-hand side until you see a button "+Add onboarding step".
5. Click on it and Select 'Right to Work Check'.
6. Add title and description to your new step and drag it to the right position.
7. Click on 'edit step configuration' in the top right of the screen to change the settings of the step.
8. In the settings menu, select whether the check is mandatory or not, tick the roles that need to complete the step and save the changes.
9. Save and publish.
To see the Right To Work process from the candidates point of view please click on the below link: Right To Work.
How the check works
A candidate can chose one of the following options:
British & Irish citizenship
Non-British citizenship (online check)
Non-British Citizens (original documents)
Credentially will present the candidate with a list of acceptable documents to prove their Right to Work or ability to add Home Office share code, based upon their previous selections.
Credentially tip: We added a feature toggle to disable Non-British (original documents) option for RTW on the organisational level. Contact your Customer Success Manager or support@credentially.io if you would like more information.
Administrators are also able to upload the Right To Work document for the candidate.
Permission is connected with the “Documents” permissions, meaning that Right to work Submit permission requires the Documents Upload permission; while the Right to Work Approve/Decline permission requires the Documents Approve/Decline permission:
How to review Right to Work check
When the documentation or share code is submitted, the administrator will receive a corresponding notification, ‘[Applicant’s] Right to Work needs your review'.
If an applicant provided their share code, you will need to approve a provided document(s) and check a share code online. Please note that share codes are valid for 90 days.
Note: While Credentially works as a tool to help Administrators gather all necessary documents proving a right to work of a particular employee, it is the responsibility of the employer to check the validity of provided Right to Work.
To review documents, click on each of them, check file matches the document type and check the issue and expiry dates.
Approve or decline an applicant's Right to Work Check when you are satisfied.
If you decide to ‘Decline’, you will be given an option to send a notification with your comments to your candidate to prompt them to upload missing or valid documents.
If you ‘Approve’, the following window appears:
Confirm you read and agree with the statements and click "Approve"
Right to Work statuses
The Right to Work check will have one of the following statuses on Credentially:
Pending. It is a default status for newly-added people on Credentially, provided the right to work is initiated.
On review. Administrators need to review all the right-to-work documents uploaded by the applicant.
Declined. Applicants’ or existing employees’ actions are needed.
Passed. Everything is okay. The approver and approval date are tracked under this status.
Expires soon. This status means that at least one of the right to work documents will expire soon.
Expired. This status means that at least one of the right to work documents has expired.
Statuses are displayed in the top right corner of the Right to Work tab of users' profiles. Both administrators and staff members/candidates will be notified if the documents have expired or expire soon.
Credentially tip: Applicants/existing employees cannot delete approved documents from the ‘Right to Work’ check tab, the same way as they cannot delete any approved documents in their personal ‘Documents’ tab.