What we'll review:
Overview
Setting Requirements
Applicant Pay Process Default
Applicant Pay On Completed Report (Custom)
Invoicing
Overview
deverus offers a Swifthire process option where an applicant will self pay for their Background Check Report through a feature called 'Applicant Pay'. This feature instructs applicants to enter payment at the end of their Swifthire session. deverus uses an integration with Paypal Payflow Pro to authorize the applicant credit card information and charge for ordered searches.
*NOTE* deverus does not and will never process the applicants credit card. The integration with Paypal Payflow Pro is used for processing credit card information.
The applicant's credit card is charged immediately once the order is placed when the "Applicant Pays via Credit Card" setting is enabled. This ensures that all searches on the report are charged correctly.
Setting Requirements
The requirements to order Applicant Pay Swifthire requests are:
Paypal Payflow Pro is enabled and is in use.
"Applicant Pays via Credit Card" is selected in Swifthire Settings
Clients can navigate to their SwiftHire Settings in the client module, select "Applicant Pays By Credit Card" and hit save to enable this setting.
Applicant Pay Process (Default)
The process for the Swifthire Applicant Pay is as follows:
A Swifthire Invitation set to process with Applicant Pay is sent to an applicant.
The applicant opens their Swifthire request and is notified about the required payment with the message shown below:
The applicant fills out their information for the Background Check request
Applicant is then prompted to enter their credit card information.
Credit Card is authorized and charged for the cost of the report through Paypal
Important to note, when a payment fails, the searches on the report will all be put on "Hold" and a report level status of "payment pending" will be displayed along with an admin note on the search level:
*NOTE* If an applicant leaves their Swifthire session before entering payment information, their searches will go to the status of On-Hold. These searches can only be removed from Hold status manually by the CRA and payment will need to be collected outside of the deverus system.
Applicant Pay on Completed Report Process (Customization)
The process for the Swifthire Applicant Pay on Completed Report is as follows:
A Swifthire Applicant Pay is sent to an applicant.
The applicant opens their Swifthire request and is notified about the required payment with the message shown below:
The applicant completes the Background Check request and is prompted to enter Payment Information to complete the order.
Credit card information is authorized and an authorization code is sent to deverus.
The order is sent to the CRA.
Once ALL searches for the candidate's report are COMPLETED, payment is completed and processed.
Billing invoice is emailed to the applicants email address and marked as paid.
*NOTE* Please confirm that your payment processor in paypal payflow pro is able to charge a payment method for more than the authorization amount for Applicant Pay on Completed Report.
Invoicing
When the report is completed, the applicant will be emailed a copy of their invoice that shows the total amount payed. To update the invoice verbiage, go to System Settings -> Clients Accounting -> Emailing Invoices. The verbiage entered here is what is sent out to the applicant along with the copy of their invoice.
The invoice will be marked paid and is viewable in the client's module if the "view Invoice" permission is enabled for the user.
Applicant Pay orders will be included on the clients monthly invoices under the client from which the report was ordered. The reasoning for this is to make the invoicing information available for the CRA to send the candidate the invoice if they did not pay.