Who this is for
HR leaders, operations managers, staffing teams, government contractors, and SMB employers unhappy with their current screening workflow.
Switching providers
Switch background check providers without disrupting hiring.
Changing providers should not freeze your hiring pipeline. Use a staged migration plan that protects open orders, candidate communication, billing, access fees, and compliance records.
Map current packages to Information Direct Silver, Gold, Platinum, or Enterprise before switching.
Keep open orders with the old provider until they are complete unless support recommends otherwise.
Use a role-based rollout so hiring teams know what changes on day one.
Inventory the current workflow
List each package, add-on, report type, access fee, integration, user role, candidate email, and adverse action process before migration.
- Export package names and search components.
- Identify high-volume departments and urgent start-date workflows.
- Document reports that must remain accessible for retention or disputes.
Build a clean transition matrix
Translate old packages into Information Direct packages and add-ons so teams do not have to guess during the first week.
- Use Silver, Gold, Platinum, and Enterprise as the starting structure.
- Add searches only when role needs support them.
- Review access-fee handling before quoting clients or departments.
Train users before cutover
Give hiring teams the first-search checklist, status guide, release-form instructions, and support contact path before the first live order.
- Run one test order or pilot department first.
- Confirm who handles release forms and candidate follow-up.
- Use support for disputed reports or adverse action questions.
| Step | Owner | Output |
|---|---|---|
| Package mapping | HR and Information Direct | Role-based matrix |
| Open order plan | Operations | Keep, close, or migrate decisions |
| User training | HR lead | Tutorials and support path |
| Billing review | Finance | Package and pass-through fee expectations |
FAQ
Common questions
Can we switch before all old orders are complete?
Usually it is safer to let in-progress reports finish while new orders start with Information Direct. Support can help plan exceptions.
Will candidates notice a change?
They may see updated instructions, forms, or support contacts. Keep communication clear before cutover.
Can Information Direct recreate our current packages?
Yes. Information Direct can map current package components to role-based packages and add-ons.
Ready to compare the right package?
Start with published SMB pricing, then add searches only when the role requires them. Enterprise support is available for custom matrices, volume pricing, and documentation needs.