Jennifer Fowler
Articles
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Review Applicant Answers
You can review applicant answers to questions after they've submitted the online form. Click the applicant name. When the profile opens, click the Application tab. Then click the Questions tab. ...
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Consent Form Email Template
The link to the online consent form can be emailed to your applicant. You can customize this email or use our default template. Step 1: Click the Settings icon in the top right. Step 2: Sele...
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Customize the Online Consent Form
Customize the Online Consent Form You can add your organization's logo or banner to the top of the form (Bundle 2 and higher). Step 1: Step 2: Select Portal Customization menu Step 3: Delet...
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I forgot my user name and password. I tried the forgot password reset button, but it doesn’t seem to be working.
If you are using the 'Forgot Password' option and the information you are entering does not match our records, you will receive an error. The username and email address associated with your acc...
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Billing References
Billing References are identifiers that can be added to a background check order. At the end of the month when invoices are generated, your invoice will be sub-totaled by billing reference allowing...
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Email Notifications
Manage Email Notifications Email notifications can be configured per user. Set Up Step 1: Go to Settings Step 2: Select User Administration & click pencil icon for the user Step 3: Enable t...
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Reports - How to Export Applicant Lists
The Reports feature will generate a spreadsheet of all applicants including archived and inactive or other filters as needed. Create a Report Step 1: Select Reports Step 2: Select Filters Note: Th...
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Imports - How to bulk upload applicants
Create Import File Step 1: Go to the Imports menu and download the import template. Step 2: Complete the template The applicants' first name, last name, date of birth, SSN, email address, state...
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Creating a New Form
Create a New Form The Bundle 4 subscription allows you to add additional Forms. You can add Custom Questions onto these forms if you need to ask different questions for each Position. Step 1: C...