CSPi – Candidate Data Entry Training Manual

February 2019

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EMAILS SENT TO CANDIDATE – USERNAME
(LOG IN ID) & PASSWORD

 Once an order is placed, the

Candidate will be sent two emails
(with Username and subsequently
the Password)

 Candidate can log in using the

unique Username and Password

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CANDIDATE LOGIN SCREEN
 Candidate will be prompted to change
Password when logging in for the first
time

 ‘Strong and secured’ Password setting

guidelines are provided

 Upon successful Password reset,

confirmation message is displayed

 Candidate can now log in and begin the

data entry process

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WELCOME SCREEN

 Candidate will see customized

welcome message and instructions
on how to proceed with data entry

 Client logo can be added to all

screens to reinforce client branding

 Candidate can also change his

password

 Candidate can logout using the

“logout” tab

 Candidate has to read the

instructions and click on “continue”
to proceed

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WELCOME SCREEN

“Navigation Help” tab shows about all tabs in the data entry screen which is available on the
top right corner of the screen.

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DATA ENTRY SCREENS – PERSONAL
INFORMATION
 Navigation links to each component is easily
accessible on the extreme left-hand column of
every page

 Candidate needs to enter and save the data by

clicking on the “Save" tab under each

component

 “Reset” allows Candidate to clear the entered

values and refresh the page

 “Reset" cannot be used once the Candidate has

clicked on the “Save" tab

 “Continue” tab will save the entered data and

take the Candidate to the next
component/navigation link

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DATA ENTRY SCREENS – PERSONAL
INFORMATION

 Navigation links to each

component is easily accessible
on the extreme left-hand column
of every page

 Candidate needs to enter and

save the data by clicking on the
“Save" tab under each
component

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DATA ENTRY SCREENS – PERSONAL
INFORMATION

 If the candidate has missed

any mandatory information,
the application will highlight
the fields missing data to
the candidate

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DATA ENTRY SCREENS – PERSONAL
INFORMATION

 “Reset” allows Candidate to clear the

entered values and refresh the page

 “Reset" cannot be used once the

Candidate has clicked on the “Save"
tab

 “Continue” tab will save the entered

data and take the Candidate to the
next component/navigation link

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EDIT TAB

 “Explain This” link on each screen will guide the Candidate with online form completion

 Upon clicking “Save”, system will save the data entered for that particular tab

 The tasks which are completed will have a tick mark  against it

 Candidate can view the previous task and the next task by clicking on “Back” and “Continue” tab
respectively
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ADDING ADDITIONAL CHECK

 The Candidate can add an

additional qualification/
employment/ address check by
clicking on “Click here to add
more” link

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EDUCATION COMPONENT
 The Candidate has to enter the education details based on the instructions provided

 The questions marked with * (red star) has to be filled mandatorily

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EDUCATION COMPONENT (CONTD…)
 Candidate has to enter all the required details and click “Save” then “Continue”

 Based on the instructions provided if the Candidate has to enter additional qualification details that can
be done by clicking on “Click here to add more” link (available at the bottom of the screen)

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EMPLOYMENT COMPONENT
 If the Candidate is a fresher then the check box against “If you have no employment experience
please check this box” must be checked. The Candidate need not enter any other information

 Click on “Save” then “Continue”

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EMPLOYMENT COMPONENT (CONTD…)
 The Candidate has to enter the previous work experience details based on the instructions provided

 The questions marked with * (red star) has to be filled mandatory

 Candidate has to enter all the required details and click “Save” then “Continue”

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EMPLOYMENT COMPONENT (CONTD…)
 Based on the instructions provided if the Candidate has to enter additional employment details that
can be done by clicking on “Click here to add more” link (available at the bottom of the screen)

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GAP IN EMPLOYMENT HISTORY

 If a gap is identified between any

employments; a new component is
added for gap verification with specific
period of gap between two
employments. It is mandatory to update
reason for gap between employments

 Based on the instructions provided if

the Candidate has to enter additional
gap details that can be done by clicking
on “Click here to add more” link
(available at the bottom of the screen)

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REFERENCE COMPONENT

 The reference details should be

entered based on the instructions
mentioned

 The questions marked with * (red

star) has to be filled mandatory

 Candidate has to enter all the

required details and click “Save”
then “Continue”

 Based on the instructions provided

if the Candidate has to enter
additional reference details that can
be done by clicking on “Click here
to add more” link (available at the
bottom of the screen)

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ADDRESS COMPONENT
 The address details should be
entered based on the instructions
mentioned

 The questions marked with * (red

star) has to be filled mandatory

 Candidate has to enter all the

required details and click “Save”
then “Continue”

 Based on the instructions provided

if the Candidate has to enter
additional address details that can
be done by clicking on “Click here
to add more” link (available at the
bottom of the screen)

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CRIMINAL – COURT VERIFICATION
 The address details for criminal
verification should be entered based
on the instructions mentioned

 The questions marked with * (red

star) has to be filled mandatory

 Candidate has to enter all the

required details and click “Save”
then “Continue”

 Based on the instructions provided if

the Candidate has to enter
additional Address details that can
be done by clicking on “Click here to
add more” link (available at the
bottom of the screen)

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CANDIDATE DATA ENTRY – MANDATORY
DOCUMENTS

 The section “Mandatory

Documents” is for the Candidate
to upload supporting
documents.
 This appears after the
Candidate submits the required
information for all Components.

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CANDIDATE DATA ENTRY – MANDATORY
DOCUMENTS (CONTD…)
 Individual tab’s are provided to
upload all the documents for each
component
 For the ease of uploading,
different document types are also
mentioned in the drop-down for
the Candidate to select.

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CANDIDATE DATA ENTRY – MANDATORY
DOCUMENTS (CONTD…)

 In case the Candidate does not

have documents for a
particular Component he may
tick on the check box.

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CANDIDATE DATA ENTRY – MANDATORY
DOCUMENTS (CONTD…)
 Candidate cannot
move to next page
unless he has
uploaded the
documents or ticked
on the check box.

 In Client Inbox the

documents uploaded
by the Candidate can
be viewed under
‘CDE Mandate Doc
Upload Details’.

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LETTER OF AUTHORIZATION (LOA)

 The LOA format would be available

under Candidate Documents section

 The LOA would be uploaded either in

Manual or in Online format as per
Client requirement

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LETTER OF AUTHORIZATION (LOA) –
MANUAL UPLOAD

 The LOA format would be

available under “Candidate
Documents”

 Candidate should click on the

document - Letter of
Authorization / Candidate LOA
(whichever is available)

 Take a printout of the same

 Read and sign on the document

 Scan and upload it by clicking on

upload document tab

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LETTER OF AUTHORIZATION (LOA) –
MANUAL UPLOAD (CONTD.)
 The Candidate can upload all the

scanned LOA by clicking on the

“Upload” tab

 In the File upload window select the

Document type as “BVF Document”

 Follow the instructions mentioned for

uploading files

 File size limit is upto 5 MB only

 In case the file size exceeds 5 MB, you

may scan them separately and upload

 CAPTCHA code has to be entered

 Click on the Upload tab once the code
is entered

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LETTER OF AUTHORIZATION (LOA) - ONLINE

 Candidate should click on the

hyperlink - Consent form

 Tick on the check box “I

acknowledge…”

 Click Ok

 Click on ‘I Agree’ tab

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LETTER OF AUTHORIZATION (LOA) - ONLINE

 Candidate should click on the

hyperlink - Consent form (E -
Signature)

 Tick on the check box “I

acknowledge…”

 Put the sign under the Signature

box

 Click Ok

 Click on ‘I Agree’ tab

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UPLOADING DOCUMENTS – SUPPORTING
DOCUMENTS
 The Candidate can upload all supporting
documents by clicking the “Upload” tab

 All the documents uploaded by the

Candidate will be displayed under
“Uploaded Documents” section

 CAPTCHA code has to be entered

 Click on the Upload tab once the code is

entered
 Once all the documents are uploaded,
the Candidate will have to click on the
“Continue” tab

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PREVIEW AND COMPLETE

 “Preview & Complete” screen allows

the Candidate to review and edit the
information and the document that
the Candidate has provided

 Candidate can have a PDF document

containing the data entered by
clicking on “View in PDF”

 This PDF document can be saved

onto the Candidate’s desktop

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COMPLETE TAB – DATA ENTRY COMPLETED

 On completion of the data entry process,

Candidate must click the “Complete” tab
to submit the entered details

 The system will display a message to

confirm if all the required information and

documents are provided

 The Candidate must click “Ok” to

complete the data entry or “Cancel” in
case he/she would like to review/edit/add
information

 Candidate will not be able to

review/edit/add details once the “Ok” tab
has been clicked

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THANK YOU NOTE

 Thank You Note is displayed

indicating successful submission
of data

Note:- The candidate cannot login again

once the complete is marked

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THANK YOU

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