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Background Checks

Background Checks

Owned by Annick Chiasson
Last updated: Feb 14, 2025 by Annick Chiasson
3 min read

Depending on your user role, you are required to configure background checks for your child organizations.

 

Note: Only branches will have access to create or modify Background checks.

 

From the Settings menu, select Organizations and then click on Background Check.

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In the Background Check tab, click on Edit.

Enable the background check by toggling the corresponding button.

Set up a reminder that will be sent a certain number of days before the background check’s expiration date. You can set multiple reminders. An email notification will be sent if the notification option is enabled in the bell icon.

Next, define the rules based on the types of background checks and the types of members affected by filling in the following fields:

  • Validation Type: Select the applicable type of background check.

  • Member Type: Add a rule for each relevant member type.

  • Duration: Specify the validity period of the background check.

Expiration Method:

  • Predefined Season: Expires after the combination of the specified date and duration. If the total duration exceeds the expected period, the system will reduce it by one year.

  • Fixed Date: Expires after the specified duration, calculated from the creation date of the background check.

  • Compliance Deadline (Optional): Specifies the latest date by which the background check must be completed. After this date, a member without proof of verification will be considered invalid.

  • Minimum Age (Optional): If no age is specified, a background check will be required for all members of the selected type.

  • Required Supporting Document: Check this option if a supporting document is mandatory.

Once all fields are completed, click on Save.

 

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You can delete a setting by clicking on the red trash on the right and duplicate a setting by clicking on the small square on the right.

 

Note: You must complete settings for all types of members needed within your Organization.

 

The Background Check Types tab displays all types of backgrounds. If your type of history is not listed, you can click Add to include it.

 

You must fill in the following fields:

  • Status (active or inactive)

  • Display order

  • Name of your background check type

  • Description of your background check type

Click Add to save.

 

By clicking on one of the background check types, a side panel will open on the right, where you can edit the following fields by clicking on the blue pencil:

  • Status (active or inactive)

  • Display order

  • Name of your background check type

  • Description of your background check type

By clicking on the Action button, you can delete the selected background check type.