This service allows for a separate line item for SwiftHire, Integrations, Adverse Action Letter Delivery, CRA Order Placement, Search Grading, Report Grading.

Additionally, there is the option to name these services.

1. Navigate to system settings > Profile > Product Naming and re-name any of the services.

This will affect how the Swifthire name will display on the clients tab.

2. Next, navigate to the client or client type >pricing>edit pricing. Input pricing here.

If a client has “View pricing” enabled in the users settings they will be able to quickly view this in the “view prices” section of the HR module.

These charges will be listed on an invoice as a separate line item in both the detail and summary view:

While working from the report level view, you will also have some new tabs that provide a more organized view of documents, pricing, activity and notes.

Documents- Will display all documents uploaded to the report

Pricing- Will display all client pricing associated with the report

Activity- Will log any activity on the report, including SwiftHire emails and price changes

Notes- Will display automated or created notes associated with the report

Just like the SwiftHire pricing, you would navigate to system settings > service type to change the wording of this fee type. Next navigate to the client or client type level pricing and input a price for Integrations Orders. The system will charge that price for any completed integration orders, regardless if it came in from Hubworks or Integration Manager.

If a pricing is added to "CRA Order Placement," the system will automatically enter a fee for that client or client type if the order is placed in the admin system instead of HR, ATS, or SwiftHire.

If a pricing is added to "Search Grading or Report Grading," the system will automatically enter a fee for that client or client type when a search or report hits the grading queue. If a search or report auto-clears and does not require manual grading, no fee will apply.

If a pricing is added to "Pre-Adverse or Adverse Letter Settings," the system will automatically enter a fee for that client or client type when a letter is printed from the "Print Adverse Letter Queue".

To access the print queue, navigate to Report Management>PreAdverse & Adverse Queue.

Choose which letters you would like to print from here:

For more information on this queue see: Pre-Adverse and Adverse Letters.

The pricing for the 2.0 Custom Adverse Action letters can be charged under Custom Pre-Adverse/ Adverse Letter Ordering. Under System Settings, you will see "Custom Pre-Adverse/Adverse". You can then navigate to client type and client pricing to modify pricing. All of your custom letters will be priced the same, depending on what you choose for pricing.

To generate a custom fee onto a report you must navigate to a search and choose report level on the top right. From there navigate to the price tab and click on add. You may put in a label that will display on the invoice details.

When navigating to the report level to cancel searches, if the whole report is cancelled, utilizing the red x, then all fees will be removed when clicking the "do not invoice box".

If you need to remove these fees and are not cancelling the full report, use the following steps:

1. Navigate to the pricing tab on the report level.

2. Click on the price you would like to edit.

3. You will receive a pop-up that will allow you to edit the price.

If you need to track these fees, they can be viewable from the invoice CSV export. Navigate to view invoice>export all invoices below to a CSV file.

Invoices reflect the prices at the time they are run. If an exception price or search has been canceled after an invoice has been created, the invoice should be deleted and re-run.

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