Background Checks by ClearCompany: Tasks

This article explains how to manage background check records in ClearCompany. It covers how to view attachments, update applicant email addresses, review unread portal messages, upload documents, and handle missing driver’s license information.

In this article:
Overview
Viewing Attachments
Updating Email for Applicant Pending
Client Considerations
Review Unread Portal Messages
Upload Documents
Additional Resources

Overview

Background check tasks often require reviewing documents or updating applicant details. ClearCompany provides tools to view attachments, correct contact information, and complete missing data. Completing these steps promptly helps prevent delays in background check processing.

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Viewing Attachments

You can view documents attached to a background check directly from ClearCompany.

Follow these steps to view background check attachments:

1. In ClearCompany, go to Tools > Background Checks.
2. Use the search in the top-right corner. Select the Last Name option from the drop-down.
3. Enter the applicant’s last name.
4. Scroll down to the Attachments section.
5. Select the file you want to view.

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Updating Email for Applicant Pending

You can update an applicant’s email address when the background check is in an Applicant Pending status.

Follow these steps to update and resend the applicant email:

1. From the ClearCompany dashboard, go to Tools > Background Checks.
2. Select Order, click Applicant Pending.
3. Click the Notebook icon for the applicant.
4. Edit the email address.
5. Save your changes.
6. Select the checkbox and resend the email.

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Review Unread Portal Messages

1. In ClearCompany, go to Tools > Background Checks.
2. Use the search in the top-right corner. Select the Last Name option from the drop-down.
3. Enter the applicant’s last name.
4. Navigate to the Applicant Portal Messages section.

5. View, add, mark as read, or delete messages in this section.

    

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Upload Documents

1. In ClearCompany, go to Tools > Background Checks.
2. Use the search in the top-right corner. Select the Last Name option from the drop-down.
3. Enter the applicant’s last name.
4. Navigate to the Attachments section and select the plus (+) icon to add documents.

5. You can also add documents from the Applicant Portal Messages section by selecting Add Required Document.

    

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Client Considerations

Review these considerations when managing background checks:

• Always confirm applicant contact details before resending emails.
• Check attachments promptly to avoid processing delays.
• Remove temporary or dummy data as soon as accurate information is received.
• Monitor Applicant Pending records regularly for unread messages.

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Additional Resources

Background Checks by ClearCompany: Drug Check Overview
Background Checks by ClearCompany: Ordering Methods
Background Checks by ClearCompany: User Guide