Order a background check

As an Admin (HR/Org Admin/CEO) you order background checks from the New Case screen, from the Candidates directory matrix or from the Verifications toolbar. Managers can order for their own team.

Order from New Case

1. Open the New Case sub-tab. On the left New verification card, use the Candidate dropdown (Select an employee / candidate…) to choose a person, or pick Or add a new candidate & send an invite to self-submit documents.
2. Under Checks to run, toggle on each check you need. Every check shows its icon, label and cost as N cr.
3. Watch the right Summary card update Checks selected, Total cost (in credits) and Balance after (which starts at 964).
4. Select Order verification →.

If you skip a step you'll see a toast: Select a candidate first or Select at least one check. On success you'll see Verification ordered for {name} · {n} checks, or for a new candidate Verification initiated — invite sent to {name}.

Use the AI suggestion

The Summary card includes an AI · suggested block, for example: "For a senior engineering role we recommend Identity, Address, Education, Employment & Criminal." Select ✦ Apply suggestion to toggle those checks on automatically.

Order from the directory matrix

1. Open the Candidates directory matrix. It lays out every employee against every check — the header reads "Every employee, every check, at a glance. Click any + cell to initiate that verification."
2. Each cell shows a glyph: ✓ Verified, ! Flagged, ✕ Failed, · In progress or + Not started.
3. Click any + Not started cell to initiate that specific verification. Use the row View / Initiate (n) button to open the case or kick off pending checks.

You can also ⟳ Re-sync from Kredily or ⬇ Export from the matrix header. Remember that initiating a check with a provider (and the master initiate all) is HR/CEO-only.

Order from the Verifications toolbar

From the Verifications screen toolbar, use ＋ Verify employee, Verify joinee or Add pre-joinee to start a case for the relevant group — 🏢 Current Employees, 🌱 New Joinees or 🆕 Pre Joinees.

Related articles

• Track a case and read the report
• Complete your background verification (employee)
• BGV plans, credits, providers & settings

When to contact support

If your Balance after looks wrong, an order fails to create a case, or a + Not started cell won't initiate, raise a ticket.