How do I perform an employment credit check?

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​Important: Before you can initiate a credit check you must first have Protect My Ministry enabled on your account. If you have not already done this, please visit this article.

*Even if you have enabled the Protect My Ministry integration you will need to reach out to Protect My Ministry and request approval to run credit checks.

First, navigate to the person's profile you would like to perform the credit check on.
Next, select the "Safeguard" tab, then choose the "New Screening" button.
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A pop up will appear. You will need to select Package: Customized > Custom: Employment Credit Check.
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Note: Selecting "Employment Credit Check" will automatically populate the customized package option above it.

How do I run a background check?
​How do I edit a safeguard?
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