Back to Ordering Background Checks
/ Ordering Background Checks

Order a background check

Ordering is a guided four-step flow in your dashboard. You never handle sensitive data yourself — candidates enter their own information through a secure invite, and nothing is charged until you confirm the itemized total.

Step 1 — Choose a package

Pick Basic, Essential, or Complete. The tier sets the criminal-search depth for every candidate on the order. Not sure? Compare the packages side by side first.

Step 2 — Pick your add-ons

  • Toggle on the extra checks the role needs — employment or income verification, credit, references, ID & biometrics, and more
  • Each card shows its per-candidate price before you select it
  • Some add-ons ask a follow-up, like how many references to contact

Applied a saved package instead? Your tier and add-ons are pre-filled — adjust anything before continuing.

Step 3 — Add candidates

  • Enter each candidate's first name, last name, and email
  • Add one candidate or many — the same package applies to everyone on the order
  • Bulk ordering? Import a list instead of typing names one by one

Step 4 — Review & submit

  • Check the itemized breakdown: package, add-ons, per-candidate subtotal, and total for all candidates
  • Accept the court & pass-through fee terms if your order includes searches that can incur them
  • Optionally name the package to save it for future orders
  • Submit — payment is taken (or your prepaid balance applied) and invite emails go out to every candidate

What happens next

  • Each candidate receives a secure invite link by email
  • They complete a guided application: personal details, disclosure and authorization e-signature, plus any steps your add-ons require (references, licenses, ID verification, income connection)
  • Searches start as soon as the candidate submits, and results land in the report progressively

Track every order from your dashboard — invite status, candidate progress, and each search as it completes.

Common problems

The submit button warns me about a payment card▼

Orders need a payment card on file unless your prepaid balance or free screenings cover the full total. Add a card under Payment & billing — only team members with billing permissions can do this.

A candidate never got the invite email▼

Ask them to check spam first. If it's not there, resend the invite from the order in your dashboard — each invite uses a unique secure link.

Can I cancel an order?▼

You can cancel before the candidate submits their information. Once a candidate has submitted and searches have started, contact support and we'll help.