Step 1: Start a new order
From your dashboard, click + New order to open the three-step order wizard. The flow is designed to capture the candidate details, package, and required compliance certifications before fulfillment begins.
Step 2: Enter the candidate
Add the candidate's first and last name and their email address. The email is used to send a secure AppScreen invitation, where the candidate consents and completes their own details (date of birth, SSN, address). Because the candidate enters their own data, you avoid re-keying sensitive information.
Step 3: Choose a package
Pick the package that fits the role — Silver, Gold, Platinum, or Enterprise. Each bundles a set of searches, and packages map to your agreed pricing so there are no surprise fees. If you need a custom mix for a specific role, your account manager can configure one.
Step 4: Complete the compliance check
This is the step that lets us start right away instead of a multi-day provider setup. Confirm the three Fair Credit Reporting Act items:
- Permissible purpose. You certify the screening is for employment purposes and will be used only for that purpose.
- Disclosure. A clear and conspicuous FCRA disclosure has been or will be provided to the candidate in a standalone document.
- Authorization. You have the candidate's written authorization on file and will follow the adverse-action process if a report contains potentially adverse information.
These confirmations are required by federal law before any consumer report can be furnished. They protect both you and the candidate, and they're captured with your order for your records.
Step 5: Submit and track
Submit the order. The candidate receives their invitation, research begins, and status updates live on your dashboard — awaiting consent, in research, ready, or in an adverse-action window. When the report is ready, open it in one click through single sign-on; you never see a separate provider login.
What happens behind the scenes
Your order is brokered to our screening provider under Information Direct's account. County criminal records are pulled by paralegals directly at the courthouse, which is why those take 24–48 hours, while instant searches return in minutes. See Reading reports for how to interpret findings, and Adverse action for the process when a report isn't clear.