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 Applicants
- Send out the Training while ordering the background check
- Sending the Training out to existing applicants
- Through the Pipeline > Create New
Send the Training Out to New Applicants:
You are able to send out the Training link to your applicants before ordering a background check
- Click on the Training tab in the left-hand menu
- Click on New Order
- You will be taken to a page to enter in the applicant's first name, last name, and email address
- Date of Birth is an additional field, but it is not required
- Click on the Continue button on the bottom
- You will be able to choose which version of the Training to send out to the applicant
- Employee - An extended version of the Child Safety Training
- The employee version has added lessons about policies and training on how to prevent child abuse
- Spanish - The Spanish translated version of the Employee version of the Training
- Volunteer - The default version of the Child Safety Training
Note: If you have the Bundle 2 or higher subscription, sending out the Training link through the Training tab will create a new entry inside your Pipeline
Send out the Training while ordering the background check:
While ordering your background check, you will have the option of sending out the Child Safety Training at the same time.
- Choose the type of Training to send out to your applicant after choosing the background check package to order
- Once you click on the "Submit For Background Check" button on the Summary page, the Training will automatically be sent out
Sending the Training out to existing applicants:
If you've already ordered a background check on your applicant, or if you have the applicant in your Pipeline, you can still send out the training
- Click on the small gray box to the left side of the applicant's name, which will turn the row blue
- Click on "Order and Email Invite for Training" under the Actions menu
- Even though this says "Order and..." this is only for the Training, not for the background check
- Even though this says "Order and..." this is only for the Training, not for the background check
- Choose the type of Training to send out to the applicant
- Click on the "Order and Email Invite for Training" button
Through the Pipeline > Create New
If you have access to the Pipeline (Bundle 2 and higher), you can click on "Create New" under the Pipeline tab
- Click on "Child Safety Training"
- You will be taken to a page to enter in the applicant's first name, last name, and email address
- Date of Birth is an additional field, but it is not required
- Click on the Continue button on the bottom
- You will be able to choose which version of the Training to send out
- Click on the Order and Email Invite for Training
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