Introduction

Welcome to the seamless integration of Hub Planner and IdentityCheck, where robust resource planning meets secure identity verification. Hub Planner, renowned for its comprehensive resource planning, scheduling capabilities, timesheets, and dynamic reporting, operates under the motto of empowering organizations with real-time, strategic planning solutions. IdentityCheck enhances this framework by adding a critical layer of ID verification to ensure compliance and security in every planning process.

Why Connect IdentityCheck to Hub Planner

Integrating IdentityCheck with Hub Planner optimizes your resource management by ensuring that each interaction is validated with a reliable identity check. This integration bolsters compliance, enhances data security, and streamlines your workflow by embedding KYC checks directly into your planning operations. For instance, learn how Guardian Tax Solutions cut onboarding time by 90%, showcasing the tangible benefits of utilizing IdentityCheck.

Setting Up the Integration

1. Log in to your Hub Planner account.
2. Navigate to the ‘Integrations’ section in the settings menu.
3. Select ‘IdentityCheck’ from the list of available integrations.
4. Follow the on-screen instructions to authorize and connect your IdentityCheck account.
5. Customize the settings to meet your organization’s ID verification needs.
6. Save changes and confirm the integration via an email sent to your registered address.

How It Works in Hub Planner

Once integrated, IdentityCheck automates the identity verification process within Hub Planner’s platform. Imagine assigning a new project to a freelancer; as you set up their profile, a KYC check is automatically triggered, ensuring their credentials are verified before any sensitive information exchange. This imbues trust and security into your resource planning, enabling managers to focus more on strategy and less on administrative tasks.

Frequently Asked Questions

• Where is the data stored? All identity verification data is stored in a secure, GDPR-compliant environment managed by IdentityCheck.
• Can I customize ID checks? Yes, the integration allows for customizable ID verification processes to suit your needs.
• What if a check is incomplete? Any incomplete checks are flagged, and alerts are sent directly to the admin for immediate review.

Final Thoughts

Integrating IdentityCheck with Hub Planner not only reinforces compliance but transforms the efficiency of your resource management processes. By ensuring every user’s identity verification is seamless and secure, you can maximize productivity and maintain a robust planning ecosystem.