Learning Objectives

After completing this module, you will be able to:

  • Successfully order a background check
  • Successfully order a reference check
  • View the results of any of the above items that you purchase


  • Your user role must have permission to send background check requests and send reference check requests. 
  • Your account must have a credit card on file IN THE ATS to take advantage of any of these services. To add a card to your account, please see: How to add or replace the credit card on your account
  • Some accounts have these features hidden. To check, please navigate to Account Details > Feature Management and if either of these features are toggled ON to hide, you will need to change that setting before you can proceed.

Please see the Support Article "Background Checks" for a full walkthrough of how to order a Background Check from our partner, DISA.

We have also made it very easy to set a workflow action to automatically request a background check when an applicant is marked as hired. To set your workflow to automatically request a background check:

  • Go to Account Details. 
  • Scroll down to the Customize & Design section and click Workflow
  • Scroll down to the Applicant Hired Automations section. 
  • Click to Enable Automatic Background Checks.
  • Click the Select Background Check Package button to automatically request your desired background check for each applicant marked as hired. Note: If you do not choose a package, Automatic Background Checks will be disabled.

Reference Checks

Checking applicants' references can help assess their compatibility for the position, their previous reliability, and their performance in the workforce. This can help you solidify the right choice for your company. Our partnership with SkillSurvey will allow you to do that. To order a reference check for an applicant, select the Verify tab as you would for the background check. Select Reference Check in the drop-down window. A pop-up will appear:


Once you select the Order Reference Check button, an email will be sent to your candidate with instructions for how to submit references electronically. Once they have submitted references, the system will send the references a survey to complete based on a profile created around the position you are hiring for. Once the references have sent their responses, a copy of the report will be emailed to you and uploaded to the restricted files of the applicant's profile. Our Support Team will update you every 3-5 days with the status of your Reference Check, so pay attention to your inbox and reply if action is requested. 

Let's Recap:

You can verify applicants through the system in three ways: Order background checks and order reference checks. Each of these items is located conveniently under the Verify tab in the Applicant Profile.


  1. Results from the background check and reference check will be uploaded to the ____________ section of the applicant's profile. 

a. Applicant Info, Dashboard

b. Verify, Notes

c. Restricted Files, Files

        2. Background checks can be set to automatically send after you select "Mark as Hired" on an applicant's profile. 

    a. True

    b. False

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