If you need to run screens on multiple candidates for the same packages or products, you can utilize the batch order functionality in the portal.
In order to place a batch order via direct order, you'll need the "Order Reports" and "View Reports" user permissions.
Optional permissions are "Order Reports for Other Users" and "View All Reports for Other Users."
To place a batch order you will start by logging in to the Verified First portal. Click the Order button at the top-left:
Next, click the Batch Order button on the order page:
If this is your first time placing a batch order, you'll need to select Generate CSV Template to download the necessary template that contains all of the required headers to run a batch order.
After clicking Generate CSV Template, you will be taken to a screen where you can select all the necessary information required to export your custom CSV template. These selections include the order type and order information, as well as the background screening and drug screening products you would like to batch order.
Select "Direct Order" for order type here:
And then select the position, package, products, file owner, subscribers, and search purpose that will apply to all the candidates in the batch order:
Once you've made all the necessary selections, scroll to the bottom of the page and click the "Download CSV Template" button.
After clicking "Download CSV Template", you'll be prompted to select any additional fields you would like to include in the template. Mandatory fields are already selected, so you don't have to select any additional fields if it isn't your desire:
Note: If you open the downloaded CSV template with Apple “Numbers” there’s a chance that the fields will not be formatted correctly. If they are formatted incorrectly, click the “Format” button on the top right corner of Numbers and then select any cell in the spreadsheet.
After selecting a cell, the Table menu will appear on the right side of your numbers app. Click the “Adjust Import Settings…” button.
Make sure “Delimited” is selected at the top of the Import Settings window. Click "Update Table" and the cells should now be formatted correctly.
Once you've filled out the form with all of your candidates' information, save/export the sheet to CSV and return to the portal and click "Upload CSV Template." Select your updated CSV file and click "Upload."
Next, you must review all of your candidates' information. If any fields are incorrectly filled out, the system will highlight that field. You can correct that candidate's information by clicking the pencil icon to the right. Once corrected, click "Submit Orders:"
After clicking "Submit Orders," you must check the box certifying that you have satisfied all the necessary FCRA requirements contained within it:
And then click "Submit."You will then be taken to the batch order details page that shows you the files you created and the status of the orders in your batch:
The files will then be placed in "Ready for Review" status so that you can review the results of the screens as they are received.
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