What we'll review:

Navigating Applicant Lists

Report Options

Archiving Applicant Reports

Search Type

Status Request

Documents and Notes

There are several ways for HR users/clients to manage applicants including viewing completed reports, requesting status updates, archiving applicants, and ordering more searches.

To manage an applicant, locate the applicant profile in question (as explained in Browsing Applicant Reports).

When the Quick Find feature is used to locate the applicant, then the Applicant Detailed View will display immediately.

Navigating Through a List of Applicants

There are three links available when selecting an applicant from the list:

Back to List: Returns to the list of applicants you had originally searched for; for example, if you're viewing an applicant from browsing the 'In Progress' bin, then this link returns you to the full list of applicants in the 'In Progress' bin.
Previous Applicant: Returns to the former applicant's Detailed View from the list.
Next Applicant: Moves to the next applicant on the list.

Report Options

There is a report summary with the basic information on the applicant, current status, and the report progress bar and iconic notifications at the top of the page.

Click the applicant name or status to view or print the report.

Under the DOB in the top summary, there's a View Report Options link. Click this link to see more options as below.

view report: Opens the report in a new window.
print report: Prints the report
order more: Orders more searches for this applicant, which will become part of the same report. For example, it can be used to order a pre-adverse action letter for an applicant.
re-screen this applicant: This link will order an entirely new report for this applicant with auto-filled PII (Name, DOB, SSN, etc).
- This allows the client to order a new, separate report quickly using the same applicant PII. Of note, reports ordered via 're-screen this applicant' will be placed under the user who ordered the initial report.
upload document(s) for this report: Use this link to upload any documents needed to process this applicant. For example, if the report requires a release form it can be uploaded here.

Archiving Applicant Reports

Applicants with completed reports can be moved to the archived folder.

Applicants can be unarchived.

Search Types

Below the report options, there is a list of all searches that are part of this applicant's report. Next to each are icons that show whether the search has a discrepancy, an unread status update, or needs attention due to missing data.

Clicking on any search name will pull up details and options in the right half of the screen. For example, if the search has a record, there will be a Record link.

Clicking this link will bring up the details on that search from the final report - not the whole report, but just the portion that pertains to this search.

Status Request

There is a 'Status Request' link on searches still in progress.

There are two different variations of the communication for status requests: requesting via the dropdown menu (standard), or requesting via customized text (textbox).

When a client requests a status via the dropdown menu, then the email is sent to the client manager AND researcher manager. A copy is also sent to the researcher.

When a client requests a status via customized text (textbox), then the email is sent to the main customer service email address and client manager if there is one assigned.