Standard Account Features

In addition to ordering background checks, there are a few other features inside your account that you can access.

ImportingExport ReportsBilling ReferencesActive/Inactive | View Invoices | Change Organization Details | Archiving Background Checks


You can use a spreadsheet to bulk import applicants needing background checks. There is a 30 applicant minimum. We provide a template with the required fields for your convenience. You will find this in your Imports menu. Click the "Download Import Template" button at the top. 

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Set up the import

  • Click + Bulk Import 
  • Certify that you have obtained the consent form and will adhere to the FCRA Client requirements. Screenshot 2023-09-26 at 7.50.19 AM.png
  • Drag and drop your prepared file into the upload area or select a file from your computer. Screenshot 2023-09-26 at 7.51.34 AM.png

  • File Requirements
    • The applicant's first name, last name, date of birth, SSN, email address, state, and the type of background check are required. The same package must be ordered for all applicants on the import file. If you need more than one package, please create two files- one for each package type and the applicants for each package.
    • If you need the Plus package, please specify the State or the County and State that you want for all applicants. The jurisdiction must be the same for all.
    • You must have at least 30 or more applicants on the spreadsheet for us to do the import.
    • Our team will be notified once you upload the file.
    • Our team will then process the import.  

View or remove uploaded files:

  • Click on the Imports menu
  • Delete any "Files" necessary by clicking the garbage can icon for the file.
  • You will be warned before the action is completed.

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  • To view the file, click on the file name


Export Reports

If you need a spreadsheet of all of your applicants, including inactive and archived applicants, you can export everyone inside your account through this feature

  • Click on the Reports menu
  • Click on "Export Reports
  • Choose your Export parameters:

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If you leave the fields as "All" , the report will pull everything in your account.

  • Opportunities - Only available with the Bundle 4 subscription. You can export reports from a specific Position. You cannot select more than one Position
  • Departments - Only available with the Bundle 4 subscription. You can export reports from a specific Department. You cannot select more than one Department
  • Billing Reference - Available for all accounts. 
  • Stages - Only available with the Bundle 3 and 4 subscriptions. You can export reports from a specific Stage. You cannot select more than one Stage
  • Status - Available for all accounts. Export applicants that are marked as Active or Inactive inside your account
  • Alert - Export applicants that have an Alert or do not have an Alert on their background check.
  • Applicant Creation Date Range - You are able to set a Date Range of the background checks you need.
    • Note: This is not Background Check complete Date Range. If you are a Bundle 2 subscription or higher, this is the date of the creation of the applicant inside your Pipeline. 
  • Export Stock Questions? - Only available with the Bundle 3 and 4 subscriptions. Check this checkbox to export the PYS Stock Questions and any answers from the applicants.
    • Note: This does not include Custom Stock Questions that Bundle 4 subscriptions create. 
  • Export Custom Questions? - Only available with the Bundle 3 and 4 subscriptions. Check this checkbox to export your Custom Questions and the applicants' answers.
  • Export Previous Addresses? - Available for Bundle 2 and higher. Check this checkbox to get Previous Addresses that applicants enter in on the Online Consent.

Billing References

Billing References are primarily used to group your applicants on the next invoice under a label. For example, if you have multiple departments or buildings that are ordering background checks through the account, and you need to track how much that department or building has spent, using Billing References will help you see how much they have ordered and how much they will owe. 

Set up Billing References:

  • Click on the Settings icon in the top right.
  • Select the "Billing References" menu.
  • Click + New Billing Reference to create a new billing reference. 35 character limit.
  • Click the pencil icon to edit an existing billing reference.
  • There is no limit to the number of billing references an account may have. Screenshot 2023-09-26 at 8.06.57 AM.png


Assigning Applicants to a Billing Reference:

When you order a background check for an applicant, there will be a dropdown menu to select a Billing Reference.

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**You will only be able to assign applicants to a Billing Reference while ordering a background check. Once assigned and the order has been submitted, you cannot change the Billing Reference**


Alternative use for Billing References:

You are able to organize your background checks through the Billing References

  • Inside your Background Checks tab, there is a column for "Reference", which is the Billing Reference that you've already assigned to your applicant's order. You are able to organize your applicants inside the account with the Billing References. 

  • You are able to export your reports by Billing Reference.


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