Jessie Willis
Articles
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Creating a Position
When you have a department created, you must have at least one position to go with it. The position is a sub-category. For example, if the department is Baseball, the position could be Coach or Pla...
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Creating a Department
You can use Departments if you need to organize your applicants and or background checks by groups. You can also use Departments to function like campuses or locations. Departments also allow you...
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Assign Applicants to a Stage
Stages - subcategories within the Pipeline used for managing applicants or creating workflows. Bundle 3 and 4 accounts have access to Stages. Applicants in the Pipeline can be assigned to a Stage...
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Ordering Child Safety Training
There are a few ways to send out the Child Safety Training; before ordering a background check, while ordering a background check, or after ordering a background check Send the Training Out to New...
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Rescreening Process
With the Due for Rescreen feature, you can track when your applicants are due for a background check. The Due for Rescreen section is in the Background Checks menu. When your applicants start ap...
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Set up Rescreen Interval
You can set the rescreen interval for your applicants. Depending on your rescreen Interval, your applicants will automatically populate the Due for Rescreen list. Consult your legal counsel or insu...
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Where can I get the Consent Forms?
We have a consent form template that you can use. We recommend sharing our template with your legal counsel or insurance advisor to review the disclosure and authorization and edit as needed for yo...
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How do I update my organization name or contact info?
There are two ways to update your organization information. You can update through our Organizational Details Form or by emailing our Client Support Team. Organizational Details Form In the upper ...
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Authorization Column
The Authorization column is a way to track who has completed the Online Consent Form (available only for Bundle 2 subscriptions and higher). None on File If you see "None on File" under the Aut...
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Standard Account Features
In addition to ordering background checks, there are a few other features inside your account that you can access. Importing | Export Reports | Billing References | Active/Inactive | View Invoices ...