The Business Context

The client is a global consulting firm (Big 4) that requires reliable pre-employment verification before hiring employees. Considering the time-consuming nature of this task and given the huge number of hires involved on a monthly basis, client had to rely completely on external background verification agencies.

Business Challenges

• Constant co-ordination needed with external agencies
• Delays due to distances and travel involved
• Difficult to manage multiple locations for physical verification
• Unavailability of desired person during visiting hours
• Tedious document verification process

Solution: DialTM’s Co-browsing & Collaboration Tool that enables Video-based KYE (Know Your Employee)

The client adopted our digital verification solution, V-KYE, that enabled virtual real-time verification of the applicant documents from the back office itself. The entire long-drawn process can now be carried out in one virtual session with these few simple steps:

Step 1:

Consulting firm agents become registered users on DialTM, and each of the agents will have their credentials on https://team.dialtm.in/

Step 2: Schedule Meeting with Applicant

Agents call the applicant (data will be available through email or legacy system) and schedule an appointment based on the applicant's preference.

2(a) Create Custom Form for Applicant Data

Agents create data form (with fields like Name; Applicant ID; Contact Number; E-mail ID, etc.) & then schedule the date and time to create a meeting link.

2(b) Share Meeting link/schedule on Email/SMS to the applicant

Once the meeting link is generated, agents send SMS & e-mail with the company-defined template to the applicant.

2(c) Scheduled appointments will be visible to the agent/manager on the appointment calendar

The applicant can click on the link on the meeting schedule, directly open the link in the browser and a meeting can be done. The app is not necessary.

Step 3: Conference Call

Once the participant joins in the conference call, the agent will ask the applicant to share the screen, show and upload the required documents for verification. Agent can also guide applicant to open the URL to fill in the form details. An agent can check on the screen what the applicant is doing.

3(a) Share-screen/ Co-browsing

i. The screen sharing option allows them to browse together through the documents and web URLs.

ii. Applicants will share the screen with an agent while filling the form and uploading the documents.

3(b) Call Recording

Call recording is enabled by default for all the calls for audit & review purposes.

Step 4: Reports & Audits

Customized reports are available for audits as well as future planning & process enhancement.

Step 5: Data Push to Client server

The data (if required) can be pushed to the client server for any future references or cross-checking.

Business Benefits

• Adopting the solution makes the process hassle-free for all stakeholders,
• Improves efficiency
• Enhances accuracy & reliability
• Ensures record keeping for audits & analysis
• Results in significant cost-saving owing to reduced travel & paperless operation

VKYE is the smart new way to go about employee verification, right from the office premises without compromising on essential procedures or data security