Placing an Individual Applicant Invite Order

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).

In order to place an applicant invite order, you must have the "Order Reports" and "View Reports" permissions. 

Optional permissions include "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

First, login to the Verified First portal and click the Order button at the top-left:

Next, you will need to enter basic information about your candidate. Required fields are marked with an asterisk:

Select your package and designate a file owner. You'll notice the package you selected pre-checks products for you, but you can uncheck these products and add additional products if you would like (and your permissions allow it).

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 previous selections, 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: clientservices@verifiedfirst.com
• Submission form: https://verifiedfirst.com/contact-support
• 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:

Once the order is complete, the file owner will then be notified via email. Click the link in the email to view the completed results:

If you would like to learn more about other ordering methods available to you, please click on the links below:

Placing an Individual Direct Order

Placing a Batch Order via Direct Order

Placing a Batch Order via Applicant Invite

The information and opinions expressed are for educational purposes only and are based 
on current practice, industry related knowledge and business expertise. The information
provided shall not be construed as legal advice, express or implied. 

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