Insuff management

2026-04-20

Written by: Tarun

Insufficiency occurs when the required documents or check information are incomplete, incorrect, or do not meet the required standards.

• A comment is mandatory while marking any check as Insufficiency, clearly mentioning the reason for marking it as insufficient.
• The comment added at the time of marking insufficiency is visible in both Event History and Person Check List column
• When the candidate belongs to a company while entering check information when the candidate, if any mandatory details are missing, the check status is automatically updated to Insufficiency.
• A notification email is sent to the company’s configured insufficiency email address, explaining the reason why the check was marked as insufficient.
• Admin users can view all insufficiency cases in the Order Check List.
• HR users can view insufficient checks directly from the Home Page for quick action.
• Whenever the customer uploads updated information or attachments to resolve the issue, the assigned team member receives an Attempt to Clear Insufficiency email notification.