Use Pinpoint’s Background Checks system to purchase background checks directly within the Pinpoint platform, streamlining your team’s workflow, and without the need to manage contracts with external vendors.
Configuring Pinpoint Background Checks
Pinpoint Background Checks use Pinpoint Credits. You’ll need to speak to your Customer Success Manager to purchase these if you don’t have them available already (or contact our support team if you don’t know who your CSM is).
You’ll first need to review and agree to our Terms of Service, which you can do by visiting the main Checks page from Pinpoint’s main left hand menu
Before you run your first check, you’ll need to choose the checks you’d like to be available in your platform, which you do by configuring template ‘packages’ of checks.
For any users who needs to be able to initiate a background check or view results, they’ll need to be assigned the correct user permissions.
With packages and permissions configured, you can initiate checks for applicants manually via their profile, or via the Stage Actions for a more automated process. You can review checks and take any followup actions across all of your checks from the main Checks dashboard
1. Review and Agree Terms of Service
From Pinpoint’s left hand menu, navigate to the Checks page.
2. Select the Review Terms button and follow the flow to review and agree the terms
2. Configuring Check Packages
Before you can use Pinpoint Background Checks, you’ll first need to define which checks you’d like to use, by configuring them in templates called Packages. Packages allow you to group one or more checks together, so that it’s easy for users to order the correct checks for the right candidates. For example, you may want to run a different set of checks for roles dependent on seniority, or job location and Packages allow you to group the correct checks together, with a name that will make sense to the team ordering the checks.
An example of how you may group checks together depending on role seniority
You’ll need to have user permissions to access the Templates area of Pinpoint, and if you do, you’ll see the templates menu under the Settings heading in Pinpoint’s left hand navigation menu.
From the templates menu, open the Pinpoint Checks page. Here you can create your own template packages, and adjust or remove the existing ones.
. When creating your own packages, you can pick out either a group of checks that have been bundled together (which usually represent a discount compared to buying each check individually) or select individual checks from our extensive range.
Name the packages in a way that will make sense to the users who’ll be placing orders. You can also add reduce the scope of each package to make sure the options your users can pick from are limited to the most relevant checks. With these settings decided, press Create Package to save. The templates are now ready to use.
3. Granting Permissions to Background Checking Users
For any users who needs to be able to initiate a background check or view results, they’ll need to be assigned the correct user permissions.
Navigate to the User Management page, located under the Company heading in Pinpoint’s left hand navigation menu.
You can give permissions to individual users, but the fastest way to grant permissions to a group of users is to adjust the permissions of the Access Group they belong to, which you can do by clicking on the Access Groups button, and then selecting the group you’d like to adjust.
Navigate to the Permissions tab, locate the Candidate Checks section, and grant the relevant roles for ordering Pinpoint background checks, or viewing the results of Pinpoint background checks. With these roles granted, the system is now ready to use.
