Connection Card Pro Help & Documentation

How to Order a Background Check

Connection Card Pro’s Background Checks offer many options/packages for what type of background check you would like to run on staff, volunteers, etc.

Background Checks are one of the best ways to verify and confirm the right candidate for the job, along with protecting your organization and ensuring your staff and volunteers meet your qualifications for safety. You can either choose the Express option where you enter all of the candidates information, or you can choose the Interactive option and have a link with application emailed to them and have them fill out all of their own personal information. 

Connection Card Pro’s Background Checks are ordered directly from the person’s profile page in VIEW Mode.

Note: There is a Prerequisite before ordering your 1st background check - please go to People > People Settings > Background Check Settings to check your settings and make sure your Background checks have been enabled. Or go here to see our help doc on enabling Background checks and settings.   

To start your Background Check Process:

From the menu:
People > View People > View button for the individual

• In the VIEW Mode for the person you wish to order a background check for, scroll down to the Background Check section and click “Order Background Check.
• Click on either the “Express” or “Interactive” Workflow and click Continue.
• If you prefer to have the individual fill out their own personal information, such as SSN, etc. choose the “Interactive” option. A link will be sent to them with the form to fill out. This link will expire in 48 hours.
• Confirm Information: This step is very important to Confirm the information you have on this person. If you see anything incorrect, or missing, and receive an Error that there is information missing, click "Click here to Edit" to be taken to their profile page to add the missing information. SAVE your changes in their profile page, then go back to the Background section and click "Order Background Check" again. You will need to select your option again to start over.
• Change Workflow Button: If you are missing a lot of their information or are questioning anything you have you can click on “Change Workflow” to choose the Interactive option to have a link emailed to the candidate for them to fill out and submit their information.
• Select the Background Package you need and then any Add-ons you would like to run on this candidate. Click Continue and fill out the additional information and continue to Submit your order.

Once sent, you will not receive confirmation, but you can always check the status by viewing that Candidate’s profile page. If it says Pending, then you know the background service has received it.  It may take up to a couple of business days for it to be completed. You will receive a notification once it is completed.

NOTE: Orders cannot be changed once submitted, all information must be accurate and complete before submitting, and you must have the consent of the candidate to perform this background check. There are no refunds for incomplete submitted background orders.