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Crosschq Identity Verification

How to utilize Crosschq Identity Verification for your organization

Identity Verification lets your team confirm a candidate's identity before an offer goes out. Crosschq works with two verification providers, ID.me and Persona. Candidates usually finish the verification in a few minutes.

To access Identity Verification, click Identity Verification on the Crosschq home page, or select it from the product menu at the top of the page. The Identity Verification Management page opens, where you can send and track all verification requests.

In This Article

Verification Providers

Your organization can enable ID.me, Persona or both. Admins can see which providers are connected in the Identity Verification settings (see Settings below).

ID.mePersona
ResultA single verification result.A detailed report that breaks the request down into verifications, checks and signals.
Best forA quick verified or not verified answer.Reviewing exactly which checks passed or failed, plus device, network and behavioral risk signals.
  • One provider enabled: Every verification request uses that provider.
  • Both providers enabled: You choose the provider each time you send a request.

Sending a Verification Request

  1. On the Identity Verification Management page, click Send Identity Verification in the top right.
  2. Provider: If both providers are connected for your organization, select ID.me or Persona and click Next. If only one provider is connected, this step does not appear.

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  1. Candidate: Select Single Candidate and enter the candidate's First Name, Last Name, Email and Phone Number. All fields are required. To send requests to several candidates at once, select Bulk Import (CSV). Click Next.

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  1. Setup: Enter the Position. This field is required. Optionally, add Hiring Manager(s) with their first name, last name and email, and click + Add Hiring Manager to add more. Hiring managers can be notified by email when the candidate completes the request. Click Next.

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  1. Notifications: Under Message Template, choose the template for the verification request message. Under Candidate Notifications, Send via Email is selected by default. Select Send via SMS to also send a text message. Click Next.

  1. Summary: On the Review & Send screen, review the candidate, verification provider, setup, hiring managers and notifications. Click Send Verification. The request is sent immediately.

Tracking Requests

All requests appear in the Identity Verification Management screen.

  • Search by candidate name or email.
  • Filter by Status or Verification Result, or click Filters for more options, such as Hiring Manager or Requestor.
  • Click My Identity Verifications to show only the requests you sent.
  • The KPI tiles show Total Sent, Completed, Pending, Declined and Avg. Completion Time. Use the date range dropdown, set to All Time by default, to change the period.

The table shows when each request was sent, the time to complete, the candidate, requestor, hiring manager, status and verification result.

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Request Statuses

StatusWhat it means
SentThe request was delivered, but the candidate has not opened it yet.
AcceptedThe candidate clicked the link.
In ProgressThe candidate is going through the verification.
CompletedThe verification is finished and a report is available.
DeclinedThe candidate chose not to verify their identity.
CanceledA team member canceled the request.
Auto-CanceledThe request was canceled automatically after the configured number of inactive days.

Verification Results

Results are shown once a request is Completed:

ResultWhat it means
VerifiedThe candidate's identity was verified and their name matches their ID.
FlaggedThe verification finished, but something needs a closer look. For example, the name on file does not quite match the ID, or a Not Required check failed in a Persona verification. Open the request to review the details. Your team decides the next steps.
Not VerifiedThe provider could not verify the candidate's identity.

Reviewing a Request

Click any row in the table to open the request. From there, you can:

  • View the result and, if the request is flagged, compare the names side by side.
  • Download a PDF report of a completed verification.
  • Copy the verification link to resend it manually, while the request is still active.
  • Cancel the request.
  • View the full access log.
  • Add internal notes.

Adding Notes

Click Notes to add an internal note. Notes are never visible to candidates.

  • Each note has a Send notification checkbox, selected by default, that emails the requestor and hiring managers.
  • A red dot on Notes means there are unread notes from your teammates. Opening the notes marks them as read.

Reading a Persona Report

An ID.me report shows a single result. A Persona report goes deeper and breaks the request down into three layers:

LayerWhat it isCan it fail the verification?
VerificationsThe verification products that ran, such as Government ID or Selfie. One request can include more than one verification.Yes. Each verification has its own result.
ChecksThe individual automated tests inside each verification, such as tamper detection, liveness and selfie-to-ID match. Each check is marked Required or Not Required and shows its own pass or fail result.Yes, if a Required check fails, the verification fails.
SignalsRisk indicators about the device, network and behavior, added to the request to inform your review.No. Signals never fail a verification on their own.

The report is organized into the following tabs: Overview, Verifications, Sessions and Signals.

Overview

  • Status, Time to Finish and Verification Attempts per verification type, for example Government ID: 1, Selfie: 1.
  • Collected: The images the candidate submitted, such as the document, a selfie with the ID and a selfie.
  • Attributes: The details extracted from the ID, such as name, birthdate, address, ID class, nationality, and issue and expiration dates.
  • Location: A map and details about where the verification was completed, including device, IP address, region and country.
  • Signals: The featured risk signals, with their type (Network, Behavioral or Browser) and value. Click View all signals to see the full list, or use the search bar to find a specific signal.
  • Behavioral risk signals: Grouped into Overall risk scores, Spoof attempts, User behavior and Form filling.

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If one or more Required checks failed before the candidate retried and passed, a banner on the Overview shows which checks failed and how many verifications they affected. You do not need to open each verification's Checks tab to find them.

Verifications

Lists each verification that ran. Open a verification and go to its Checks tab to see every check, whether it is Required or Not Required, and its individual result.

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Downloading a Report

Once a request is Completed, click Download Report to save a PDF. The PDF includes the result, the candidate's details, the position, the requestor, the hiring managers and a timestamp.

Settings

Admins can manage Identity Verification settings in Organization Settings > Identity Verification > General Settings. After making changes, click Save Changes at the bottom of the page.

Verification Providers

Shows the providers your organization can use to verify candidates, ID.me and Persona, and whether each one is Connected or Not Connected.

Notifications Sent to Candidates

  • Notify Candidates via SMS: Sends text messages to candidates for verification invitations and reminders, in addition to the emails that are always sent.
  • Past Due Reminder Schedule: Turn on to choose when past due reminders are sent to candidates.

Under Identity Verification Request Status, choose which email notifications the Requestor and the Hiring Manager receive when a request changes status:

  • Identity Verification Sent
  • Identity Verification Accepted by Candidate
  • Identity Verification Declined by Candidate
  • Identity Verification Completed
  • Identity Verification Canceled/Auto-Canceled

Identity Verification Cancellation

Auto-cancel identity verification requests: When enabled, Crosschq automatically cancels requested, accepted and in-progress verification requests after a set number of days.

Templates

Templates are identity verification configurations used by ATS connectors and to quickly send manual requests. Each template shows its Verifications, Provider and ATS Tag. Crosschq's team sets up templates for your organization.

Common Questions

What happens if the candidate's name does not match their ID?
The request is completed as Flagged. Open the request to compare both names and the similarity score, then decide the next steps with your team.

Why is a Persona verification Flagged if the candidate was approved?
A Not Required check failed. The candidate still passed the verification, but the failed check is highlighted for your review. Open the verification's Checks tab to see which one.

What if a candidate declines the verification?
The request moves to Declined. To try again, send a new request. If the candidate started the verification but did not finish, the original link stays active and they can use it again.

How long is the verification link valid?
Seven days. After that, your auto-cancel setting applies.

Who can see notes?
All team members with access to the request. Candidates cannot see notes.