When placing an order via applicant invite, you are sending your candidate an invitation to sign all necessary forms and provide the necessary personal information (via a secure online form) required for background screening services.
Through this application method we provide the necessary disclosures, gain authorization to run screens, and collect any other data we need to run the screens you are requesting (such as the candidate's social security number and date of birth).
Required permissions to place an applicant invite order are: "Order Reports" and "View Reports"
Other permissions that you may have are: "Order Reports for Other Users" and "View All Reports for Other Users"
Applicant invite is the most appropriate order option when one of the following exists in your workflow:
- You do not yet have the necessary information to place a direct order
- You have not yet provided the appropriate disclosures to the candidate
- You do not have a signed authorization form from the candidate
The applicant invite has the following features available:
- Brandable with your logo and primary colors
- Delivered to the candidate via email and/or text message
- Configurable expiration date
- Ability for you to withdraw the invitation prior to candidate input
- Configurable email reminders to the applicant
- Candidate can refuse and unsubscribe from reminder emails
- Specific logic to determine what disclosures are given to the consumer
- Specific logic to determine what authorizations are collected from the consumer
To place an applicant invite order, start by signing in to the portal and clicking "Order" on the top-left.
Enter the candidate's name, email, phone number (optional) and job location.
After you've made your order selections, scroll to the bottom. Click "Send Invite" so the candidate can take the next actions:
After choosing "Send Invite", you have two options from which to choose. If you would like the order to automatically begin once the candidate fills out the necessary invite, choose the top option ("I want the report to be auto-ordered as soon as the individual completes the invite"). If you would like to review the information provided by the candidate before manually ordering the report, choose the bottom option ("I want to review data entered by the individual and manually order the report"):
Next, you'll need to decide how you're going to invite the candidate to complete the next steps - either by email or SMS/Text, or both. If you choose SMS/Text, you'll need to certify (by checking the box) that you meet the legal requirements for sending the candidate SMS/Text messages:
Click "Next," review the necessary information, and check the box to certify that you understand and are complying with the legal requirements of running a background screen with Verified First, in compliance with the Fair Credit Reporting Act (FCRA).
Lastly, click "Send."
After sending the invite, you'll see a banner informing you that the order was placed successfully. You will be redirected to a report page with some basic information about your order. From here you can resend or withdraw the invite, as needed:
Depending on your selection, the candidate will then receive a link via email and/or a text message*. Under your account settings, this link can be set to expire within a specific amount of days (default account setting is 14 days).
*Note: Applicants who have received an email invitation from Verified First to begin a background check and have questions on how to do so, or have questions regarding your background report run by Verified First may contact our Client Services team at:
- Email: email@example.com
- Submission form: https://www.verifiedfirst.com/contact/
- Phone: 844-709-2708 between the hours of M-F: 9:00am to 5:00pm ET
After opening the link via email or text, the candidate will be asked to acknowledge the disclosure form(s) and sign the authorization form(s). After doing so, they will be required to enter the necessary personal information. The final step is to review their information before completing their submission.
After the candidate fills out their invite, for automatic orders, we will immediately start processing the screens you asked for. If you asked to be notified when the candidate completes their invite, we will alert you via email so you can review and manually submit the order.
If you would like to learn more about other ordering methods available to you, please click on the links below:
If you have any further questions, or need a product enabled on your account,
please contact Verified First Client Services for assistance.
Call 844-709-2708 or email ClientServices@VerifiedFirst.com