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How to Automate Placing Background Check Orders

In this section, we’ll show you how to create an automation that automatically places background check orders based on the applicant’s stage.

Updated over a week ago

Steps to Create a Background Check Automation

  1. From the sidebar, click on Settings

    Step 1 screenshot

  2. Click on Automations

    Step 2 screenshot

  3. Click on Create Rule

    Step 3 screenshot

  4. Enter a name for your rule

    Step 4 screenshot

  5. In front of Actions, click the + sign and select Request Order

    Step 5 screenshot

  6. Select the background check order you want the automation to generate

    Step 6 screenshot

  7. In front of Conditions, click the + sign and select Applicant Stage

    Step 7 screenshot

  8. Select Prospect

    Step 8 screenshot

  9. Then select Qualification as the hiring stage

    Step 9 screenshot

  10. In front of Scheduling, click the switch to enable scheduling

    Step 10 screenshot

  11. Set the Initial Delay (when the automation should run for the first time)

    Step 11 screenshot

  12. Set a Run Frequency (how often the automation should repeat)

    Step 12 screenshot

  13. Set the Maximum Runs (how many total times the automation will run according to the schedule)

    Step 13 screenshot

  14. Click Save

    Step 14 screenshot

Now your background check orders will be placed automatically based on your automation settings!


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