First, enter the profile of the Candidate you would like to complete a background check on.
Hover over Screen with Verified First located below the profile menu and click Place New Order to begin the background check process.
The candidate's contact information will auto-fill based on what is saved in their IdealTraits profile.
Select Package based on your background screen needs. This can be customizable for each candidate every time you order a background check.
Once you have selected your package, click Send Invite.
You will then be presented with the option to have the report auto-ordered as soon as the candidate completes the invitation, or you can choose to review the data submitted by the candidate and manually order the background check.
Auto-Order: **This is the most commonly utilized option.** The disclosure forms are sent directly to the candidate to be completed. Once the candidate completes the disclosure forms, the background check is automatically processed.
Manually Order: The disclosure forms are sent directly to the candidate to be completed. Once the candidate completes the disclosure forms, you are given the opportunity to review the information they provided on the disclosure forms before you manually order the background check.
Once you have selected your method of ordering, you will be asked if you would like to send the invitation to your candidate via email or text message. If their phone number does not receive texts, the system will highlight the number in yellow so you know to uncheck that option and send via email only.
After selecting your mode of Invitation Delivery, click Next.
You must verify that the background check is being prepared for employment purposes and click Next.
Congratulations! You should receive a notification confirming that the invitation to complete the background check has been successfully sent to the candidate.
You can return to the candidate's profile throughout the process to stay updated on where the candidate is in the process. The Verified First button below the menu on the left-hand side of the page will update based on the stage of the background check process the candidate falls under at any point in time.
Once the report is complete, you can click View Report where you can also Download or View/Print the results of the report.
If you have any additional questions regarding this tutorial please feel free to reach out, we are here to help.
Contact by chat: Click on the chat bubble in the bottom right of your screen.
8:30am - 5:30pm EST
Monday - Friday