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Your Year-End Verification Checklist

 

The end of the year is busy for HR. Year-end close, open enrollment, and holiday PTO all compete for the same limited time. Employment and salary verification requests keep coming in.

Many of your employees are making major decisions right now. Some are buying a home or a car, and others are signing a lease. Each of those moves usually requires a lender, landlord, or agency to confirm employment or income, and the request lands on HR.


What manual verification costs

Manual verification can take 10 to 20 minutes or longer, plus the impact of the interruption. A few dozen requests add up to hours of work, often during the weeks when your team has the least time to spare. As Eagle Hill Consulting found in its September 2026 research, “51% report spending at least half of their workweek on routine, repetitive, or low-value administrative work.” Manual requests add to that workload, while slow responses can leave employees waiting to close on a house or finalize a loan.

A little preparation now keeps requests from piling up later.

Your year-end verification checklist

1. Document your verification policy.
Write down who is authorized to respond to requests and what information can be released. Employers can generally share an employee's name, job title, and dates of employment. Questions about past performance reviews are legally risky and should not be answered. A written policy keeps responses consistent and helps your team avoid gray areas.

2. Check your employee records for accuracy.
Verifications are only as good as the data behind them. Confirm that start dates, job titles, and employment status are correct before requests arrive. An incorrect date can delay a loan or lease and create extra work for you. As the Consumer Financial Protection Bureau explains, “If you delay providing documentation or other items necessary to move your loan application forward, your lender may need to delay your closing.” Accurate records and timely responses help prevent avoidable delays.

3. Plan your coverage.
Decide who will handle verification requests when your usual contact is out. Requests tend to go unanswered during holiday schedules.

4. Automate what you can.
Every request you handle by phone, email, or fax takes time away from higher-value work. An automated process moves requests off your team's plate and gives requesters answers faster.

5. Tell your employees how it works.
Employees who know how to authorize a verification themselves can move faster on their own timelines without waiting for an HR contact.

How QuickConfirm helps

QuickConfirm automates employment and salary verifications so your HR and payroll team does not have to process each request manually.

  • Free for employers and employees. Verifiers, such as lenders and screening companies, pay a small fee. Bona fide social service and government agencies can verify at no cost.
  • Fast. Verifications are completed in under two minutes.
  • Employee-controlled. Employees create their own authorization code to grant a third- party access to salary information, so they decide who sees it.
  • Compliant. QuickConfirm is compliant with the FCRA, PCI, and HIPAA, and verifiers must have a permissible purpose.

Your employees can also view their own employment and salary history at no cost, as often as they need.

Get ahead of the rush

You can't control when verification requests arrive, but you can control how prepared your team is for them. Work through the checklist now so the new year starts with fewer interruptions.

Ready to take verification requests off your team's plate? Request a demo of QuickConfirm today.

 

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