Order a New Background Check

This article will go over how to order a background check for any account. 

If your account has access to send out the Online Consent Form, please see this article for the steps

Forms

You will need to collect the applicant's consent and information before you are able to order a background check

If you do not already have a consent form on file to have the applicant fill out, we have paper forms available inside of your account. 

  • When you first log into the account, you will be taken to our Home Page

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  • Go to the Compliance Documentation card and click the link for "View Forms and Documents"
  • Select the "Standard FCRA Disclosure and Authorization Form".  Applicants will use this to give their consent to have the background check ordered on them. This form is meant as a template. We recommend you seek legal counsel prior to using the template for your organization.

Applicant Detail Page

Once you have the consent form and the applicant's information, you are able to order the background check inside your account

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  • Click on the + Background Check button in the top right after clicking on the Background Checks menu

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  • Enter in the applicant's information
    • Everything with an asterisk * is required information
  • Click on the Next button

Order Screen

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  • Billing Ref - If you have Billing References set up, you are able to choose which Reference to assign to this applicant
  • Package - Types of background checks that you are able to order
  • A La Carte - With the A La Carte, you are able to select any individual services under this menu 
  • Search aliases (Maiden Name) - If your applicant has an additional name and you are ordering the Plus package, the only way for the county or state court to look for any records under that additional name is if you have this checked off
    • This AKA search is $10.50 for any additional names, plus any mandatory county or state fees if any

Order Training

Only available for Bundle 1 and higher

  • Under the packages, there will be an option to send out the Child Safety Training link to the applicant

Criminal Search (County or Statewide)

If you are ordering the Plus package or a search that includes a county or statewide search, the next page will allow you to choose the Statewide search or the County search

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  • Click the + Add State Search or t+ Add County Search to select the State or County and State to search.
    • If a complete address was entered in the applicant profile, the State and County fields will be populated for you.
      • You are still able to change the State and County fields if needed.
  • If another County or State search is needed, click the + Order State Search or + Order County Search to make additional selections.
    • Note: Any additional County or Statewide search will be an additional cost.
  • When you have the County or State selected, you will need to click on the Next button

Summary Page

The last page will be the Summary Page to review your order

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  • Make sure to click on the checkbox next to "Click here to certify that you have secured authorization and will adhere to these legal requirements".
  • This confirms that you have the applicant's consent form.
  • When the report is ordered, you will get a success page

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