Individual Link

There are two ways to send out the link: Individually or through the Opportunities link

Sending out the link for a new applicant

  • Click on the Create New under the Pipeline tab
  • On the New Applicant Detail page, you ONLY need to enter in the applicant's first name, last name, and email address
    • For Bundle 4 subscriptions, you can assign this applicant to a specific Position
    • Even though other fields have asterisks, to send out the link you just need to fill out the first name, last name, and email address
  • Once the three fields are filled in, the "Send Online Consent form Link to Applicant" button on the bottom of the page will be clickable

    Verity_Send_Link_to_Applicant.PNG

  • Once the button is clicked on, you will get a message that says "Applicant has been saved" in red text on the top

     Verity_Applicant_has_been_saved.PNG

  • Back in the Pipeline, you will see the applicant that you just sent the link to with a red X on the top of the list

Resending the Online Consent Form

If your applicants cannot locate the email, or accidentally deleted it, you can resend the Online Consent Form without making a duplicate entry in your Pipeline

  • Click on the small gray box to the left side of the applicant's name, which will highlight the row in blue
    Reorder_from_Due_for_Rescreen.PNG

  • Click on "Open" under the Actions menu, which will pop up to the left side of your screen
    Actions_Menu_Open.PNG
  • You will be taken to the Applicant Detail & Background Check Request page, where the applicant's information will be stored
  • You will notice on the bottom of the page that the "Send Online Consent form Link to Applicant" is grayed out. You will need to click on the applicant's email address to trigger the button
  • You will get an "Applicant has been saved" message on the top of the page once the button has been clicked
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