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February 15, 2022 - Update to Pre-Adverse and Adverse Action Letters (V2 Only)

Evan Nelson avatar
Written by Evan Nelson
Updated over a year ago

Adverse Letter Enhancements (V2 Only)

An ordering enhancement has been released for Pre-Adverse and Adverse Action Letters (V2 Only). This enhancement will allow the HR user to change the email address that the letter gets sent to, and even allows the user to order the letter without emailing it to the subject. Sending the letter to a different email address will NOT update or change the email address saved to the applicant profile.

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Below the ‘Need to Change Email’ field, the HR User will now see three options.

  • Yes, Send

    • When a letter is ordered via the ‘Yes, Send’ option, the activity log of the report in the HR module will show that a letter has been ordered and log successful sending of the letter to the email address(es).

  • Order without emailing

    • When a letter is ordered via the ‘Order without emailing’ option, the activity log will show that the letter ‘has been ordered but not sent’.

  • Do not send

    • The ‘Do not send’ option radio will exit the HR client out of the pop-up window.

The activity log for the 'Yes, Send' and 'Order without emailing' are

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We also updated the verbiage for the adverse letter reminders to the HR User, as the wording previously implied that the person would be ordering the adverse letter.

Current Verbiage:

Your Employer
Dear {clientName},
You initiated pre-adverse action and ordered a pre-adverse action letter for {applicantName} on {dateOrdered}. We want to remind you that it's been {numDays} days since you ordered the pre-adverse letter. According to the FCRA, an adverse action letter needs to be ordered as a final step to complete an adverse action on a candidate.
Applicant Details
Applicant Name: {applicantName}
Applicant Date of Birth: {applicantDOB}
Pre-adverse Order Date: {dateOrdered}
Name of Pre-adverse Letter Ordered: {nameOfLetterOrdered}
View Applicant Report
{craName}
{craPhone}
{craEmail}
{craAddress}

Updated Verbiage:

NUMBER OF DAYS: 5
SUBJECT: Reminder Notice for {applicant name}
BODY:
At your request, a Pre-Adverse Action Letter was sent to {applicant name} five business days ago. If you decide to take adverse action against the person, please reply to this email to request that {CRA Name} transmit an Adverse Action Letter to {applicant name}. If you are not taking adverse action against this person, or if you should decide to handle adverse action notification directly, you may disregard this e-mail.

Thank You,
{craName}

{craEmail}

Please see the knowledgebase article for complete details on this exciting new enhancement to Pre-Adverse and Adverse letters.

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