Send out the Invitation Link

Once the set up is complete, you will be able to send out the Invitation Link to your applicants

  • Go back into your Invitations Home

Invitation_Dashboard.PNG

  • Click on the "Send Invitation" link in the upper right-hand corner

Send_Invitation_Link.PNG

  • You must enter in at least the first name, last name, and email address of the applicant
  • Click on the Send Invitation button

Your Invitation Dashboard will look like this:

Invitation_Dashboard_with_Applicants.PNG

  • When you have first sent out the Invitation Link to your applicant, the status will read "No Response". This means that the applicant has not yet completed the online form
    • If the applicant has not received the email, cannot locate the email, or accidentally deleted the emails, you can resend the Invitation by clicking on the "Resend" link
    • If you no longer want this applicant to complete the online form, you can click on the Archive

  • If you have set the Configuration to "Leave Application to in a review status", once the applicant has completed the Invitation Link, the status will change to "Order Pending". The order will be in your Drafts until you push it through
    • To push the order through, click on "Order Report" to be taken to the Summary page to review the services. There will be an "I Agree" checkbox and a button to Order Report.
    • If you do not want to push the order through, click on the "Archive" link to delete the request.

  • If you have set the Configuration to "Immediately Order the Report", once the applicant has completed the Invitation Link, the status will change to "Completed". 
    • If the background check is completed, you will be able to view the report here by clicking on the "View Report" link
    • If you would like to remove the entry inside your Invitation Dashboard, click on the "Archive" link. This will not delete the background check
    • If you need any other additional services on this applicant, click on the "Add to Report" link
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