Give clients a straightforward way to order and receive results while keeping your team in control of the work behind each report. BackChecked brings ordering, supplier connections, documents, reporting, and client administration into one hosted platform built for screening operations.
Ordering and workflow
Keep orders moving from intake through delivery, with working views that help staff find the next task and understand its status.
- Accept orders through ATS connections, client entry, applicant entry, or your own staff. Upload spreadsheets to place orders in bulk.
- Configure services, packages, instructions, and progressive ordering for individual clients. Enable automatic delivery and automated rechecks where needed.
- Dispatch requests and retrieve results through supplier interfaces. Give researchers and verifiers logins to receive assignments and return their work within the system.
- Organize work by applicant or search category, filter and sort queues, and track vendor progress. Rechecks reuse applicant information to reduce repeated data entry.
Explore ATS and HRIS integrations and screening data providers, including connectivity through HR-XML and JSON interfaces.
Client experience
Give each client an experience that reflects your business and their needs. Apply your logo, colors, instructions, notices, and links to your own help desk and resources.
- Choose which services, packages, and prices each client sees. Provide instructions where users enter their orders.
- Let authorized users check order progress, view completed reports, and retrieve archived work. Send notifications when completed or supplemental reports become available.
- Set individual permissions for ordering, applicant information, invoices, rechecks, and administration. Suspend or revoke access when responsibilities change.
- Use parent and child client relationships to support multiple locations and different levels of access.
Clients can find their recent work and access the tools you enable for them without asking your staff to retrieve every report.
Applicant forms and documents
Make it easier for applicants to supply information and sign the forms needed for an order. Mobile-friendly entry and electronic signatures work across phones, tablets, and computers.
Invite applicants through your team, a client, an ATS, or an embedded link. Present multiple forms when a workflow requires them, and tailor the signing requirements to the client.
- Store signed documents with an audit trail of participant actions and automatically attach them to the order.
- Send copies to participants and make signed documents available with the final report when needed.
- Attach consent documents to employment, education, and professional license verification requests.
- Control which additional documents clients can upload and view for their orders.
Compliance controls
Put your policies and review requirements where staff and clients use them. Configure controls to support the processes your organization establishes for each client and type of screening.
- Require clients to acknowledge terms and permissible purpose with each order, retaining the acknowledgement with its history.
- Support staged ordering and client-specific questions, including controls over requests for compensation history.
- Maintain client and industry rules, document libraries, report notices, and disclaimers within the platform.
- Record consumer notices, including information about expunged records, and alert staff when those applicants appear again.
- Retain records excluded from a final report alongside the reason for exclusion.
- Mask personally identifiable information on reports while preserving authorized search capabilities.
- Make pre-populated applicant documents, including pre-adverse and adverse action letters, available from reports.
These tools help your team apply its procedures consistently and keep the relevant records accessible during review.
Security and resilience
Support client security reviews with a hosted platform and operation that are SOC 2 Type 2 audited. BackChecked combines infrastructure safeguards with controls your team can apply to everyday access.
- BackChecked encrypts data at rest and in transit, with firewalls, intrusion detection, malware protection, and continuous security monitoring to protect the infrastructure.
- Regular vulnerability scans, third-party penetration testing, patching, and controlled changes support application and infrastructure security.
- Nightly system backups, incremental backups throughout the day, and encrypted backup copies at a separate geographic location support recovery. Disaster recovery procedures are maintained and regularly tested.
- Set staff and client permissions, multi-factor authentication, password requirements, session timeouts, and IP-based access restrictions.
- Review transaction activity by username through the system’s change history, with a record of actions taken on individual records.
Physical access controls and redundant data-center power, cooling, and connectivity support the environment that hosts your operation.
Reporting and billing
Give clients readable results and your team useful operating information. Customize report categories, colors, summaries, and notices, with side-by-side supplied and verified information for employment, education, and professional licenses.
- View daily activity, monthly invoice figures, product mix, and turnaround times to understand workload and performance.
- Give authorized client users online invoices in summary or detailed form, with data organized by department and recruiter.
- Notify clients when invoices are posted, let them download invoice data for use in Excel, and enable credit-card payment for selected clients.
- Export accounting information for use with accounting software, including QuickBooks through compatible import tools.
Implementation and support
Start with a discussion of your operation, client requirements, and the connections you need. We provide setup guidance as you configure your branding, forms, users, and workflows.
A test environment gives you space to review configuration and become familiar with the system before using it for live orders. Support is available by phone at (602) 892-4679 and email for questions about setup and ongoing use.
Data ownership
Your data belongs to you. BackChecked provides the platform for your screening operation, and an export of your data is available if you leave the service.
BackChecked provides screening software and does not operate as a consumer reporting agency. Our role is to support your business with the tools to serve your clients and manage your work.