Pre-pull is when a social security trace is done on an applicant and results are returned with other counties/jurisdictions that the applicant has previously lived in, before the order is completely submitted. This provides the HR user with an opportunity to review the pre-pull results and make further decisions on expanding the jurisdiction of the searches before they completely submit the file. Adding the jurisdictions as part of the pre-pull process ensures the developed jurisdictions are added to the file as part of the unlimited jurisdiction product
Pre-pull is currently available in the portal for applicant invite and direct orders.
Let's take a look at what pre-pull looks like in a direct order being placed.
Pre-Pull - Direct Order
Log in to the portal and click order in the top left-hand corner of the dashboard.
Enter the applicant's personal information and select the appropriate position, file owner, etc:
Scroll down to the product selection area of the order screen. You will now see 4 new products listed - Unlimited County Criminal Records, Unlimited Federal Criminal Records, Unlimited Federal Civil Records, and Unlimited County Civil Records:
These 4 products all trigger pre-pull in the order.
Let's select one of the 4 unlimited products. You'll see verbiage on this product once you select it that tells you this search will provide you with jurisdictions from the last 7 years of history that is returned from the social security trace:
Click next, then enter the applicant's information:
On the next screen you will verify that the applicant's information you entered is correct before clicking process social security address trace.
Note: Once the social security address trace is initiated, there will be a charge for the pre-pull search, even if the file is not completely submitted.
Once you click process social security address trace the pre-pull search will be initiated and you'll see progress bars load as the search begins.
If the search takes longer than 15 seconds, this message will display indicating you can continue to wait for the search:
Or you can close the browser window and receive an email confirmation when the pre-pull search has completed:
Once the pre-pull initial search is complete (or you have clicked the link in the email sent to you), you will be presented with a screen that shows any associated jurisdictions and alias names (also called Developed Jurisdictions and Developed Names) that were returned in the pre-pull search, for the applicant:
Note: If additional alias names are shown in the Developed Names section, checking the box next to the jurisdiction will only select/add the jurisdiction to the order, but will not add the alias name to the order.
If you desire to have the alias name added to the order in addition to the jurisdiction, check the box next to the alias name desired and click Next.
After clicking next, a pop-up will be displayed advising you that adding an alias to the order will be counted as a separate screen and will incur a separate charge. Additionally, each name will incur separate state or county access fees if applicable. Click on Accept to proceed with adding the alias to the order:
Click Next to proceed to the next screen where you will double check the jurisdictions that were added from the pre-pull initial search in addition to any aliases you added to the file. In the "Search to be Ordered" column on the far right you can see if the search is included in the Unlimited County product you selected, or if there will be an additional cost (it would say "Additional Jurisdiction" if the jurisdiction selected isn't included in the unlimited search):
Check or uncheck the jurisdictions on this screen (or utilize the "Select All" or "Deselect All" buttons) and then click Next again to be taken to the order summary page:
Review the order one final time before submitting at the bottom of the page:
Let's take a peek at what is different for an applicant invite order with an unlimited jurisdiction product.
Pre-Pull - Applicant Invite - Manual Review Orders
Just like the direct order process above, log in to the portal and click order in the top left-hand corner of the dashboard:
Enter the applicant's personal information and select the appropriate position, file owner, etc:
Scroll down to the product selection area of the order screen. You will now see 4 new products listed - Unlimited County Criminal Records, Unlimited Federal Criminal Records, Unlimited Federal Civil Records, and Unlimited County Civil Records:
These 4 products all trigger pre-pull in the order.
Let's select one of the 4 unlimited products. You'll see new verbiage on this product once you select it that tells you this search will provide you with jurisdictions from the last 7 years of history that is returned from the social security trace:
After you've selected your unlimited product, scroll down to the bottom of the page and click Send Invite.
Your candidate will then receive an email and/or text message with information on how to complete their portion of the applicant invite.
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, we will alert you via email so you can review and manually submit the order:
Pre-Pull - Applicant Invite - Auto Review Orders
Log in to the portal and click order in the top left-hand corner of the dashboard:
Enter the applicant's personal information and select the appropriate position, file owner, etc:
Scroll down to the product selection area of the order screen. You will now see 4 new products listed - Unlimited County Criminal Records, Unlimited Federal Criminal Records, Unlimited Federal Civil Records, and Unlimited County Civil Records:
These 4 products all trigger pre-pull in the order.
Let's select one of the 4 unlimited products. You'll see new verbiage on this product once you select it that tells you this search will provide you with jurisdictions from the last 7 years of history that is returned from the social security trace:
After you've selected your unlimited product, scroll down to the bottom of the page and click Send Invite.
Your candidate will then receive an email and/or text message with information on how to complete their portion of the applicant invite.
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, we will alert you via email so you can review and manually submit the order:
Note: Pre-pull functionality is not automatically turned on for all accounts, so if you would like to have the pre-pull functionality and unlimited products added to your account, please contact Client Services at 844-709-2708.
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
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