Background screening dates can either be updated per individual or in bulk. We will take a look at both methods in this guide.

Updating Per Individual

Navigate to the Individual

Locate the individual whose background screening date you want to update and from the dropdown menu, select Update Background Screening Data.

Set Background Screening Dates

Optionally update the following fields:

• Last Background Screening Date: Record the most recent completed screening.
• Next Background Screening In Progress As Of: Specify when the next screening process starts.

Updating Screening Dates in Bulk

Export Current Data

Navigate to Manage > Background Screening and choose the Export option. This will generate an Excel file with all current data for review and updates.

Adjust Dates in the Exported File

Open the exported file and add or update dates as needed for one or more individuals.

Once the changes are complete, save the Excel document.

Import the Updated File

Return to the Import section under Background Screening. Upload the updated file.

The import process will categorize data into:

• Valid Imports: Data ready to be applied.
• Invalid Imports: Data with errors that need to be corrected.
• Duplicate Imports: Data already present in the system.

Each section displays a total count and allows review by clicking into the category. Once satisfied with the updates, proceed by selecting Import All Valid Data.