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How do I perform an employment credit check?
How do I perform an employment credit check?

Step by step of how to run an Employment credit check

Updated over a week ago

Users will need Write Background Checks permission to complete this function.

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.

How to Add a New Employment Credit Check Screening
First, navigate to the person's profile you would like to perform the credit check on.
Next, select the Safeguard Tab > Then, the "New Screening" button

A pop up will appear.
You will need to select > Package: Customized > Custom: Employment Credit Check

Note: Selecting Employment Credit Check will automatically populate the Customized Package option above it.

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