We’re so excited that you’re getting started with Yardstik (and if you’re a long-time customer here to make a few changes, we’re excited about you, too)!
Make sure these settings are correct to ensure a smooth process for you and your candidates. You can read through the information below or take a look at our 2 minute Account Settings training video.
Information
You can add your company and contact information here. It’s important to add your organization’s logo and select a color, as these will be displayed in the candidate process and in email communication. If you need to update company information in the grayed boxes, contact [email protected].
Information, Contact Info
Support Contact
The Yardstik Support team might have to reach out to you about a candidate with a question that we cannot answer. We'll use this to connect both of you.
This is also the fallback email address if a Billing Contact or any other type of responsibility contact is not entered.
Billing Contact
Invoices will be sent to this contact. If a Billing Contact is not indicated, invoices will be sent to the Support Contact.
Other Types of Contacts
You might have different people in your organization handling different roles and responsibilities. Here you can specify who receives these action-oriented types of communications. If a field is not entered, it will be sent to the Support Contact instead.
There are email options for:
Account Owner - the person authorized to sign service agreements
Technical Contact - the person responsible for handling technical changes or questions with your account
Actions Contact - the person responsible for hiring decisions
Compliance Contact - the person responsible for monitoring FCRA regulations
Adverse Action cc: - the email address where you'd like to receive copies of adverse action notices sent to your candidates
Notification Settings
Report Invitations
Set an expiration timeline for report invitations and email reminders in this section. Candidates will receive a daily reminder until the selected expiration date. Expiration date defaults to seven days and can be adjusted.
Review these steps if you need to cancel or resend an expired report invitation.
Adverse Actions
Set the number of days before the final Adverse Action letter is sent. This is also set at seven days by default, but can be adjusted to more than 7 days. We recommend consulting your legal team, as there are varying state and local requirements for the “waiting period”. You can read more about the Adverse Action process here.
Emails
An email will be sent to all admins when a candidate’s report is complete, as long as the boxes are checked. It's worth noting that while Clear reports require no further action, you will need to take action on reports that come back in Consider status.
If you Proceed with a previously Considered report, you will also receive a second email that the candidate's report is "complete and ready to view".
If you use one of our Integration partners to request background checks and the admin user is not also set up in Yardstik, all admins will receive email notification until the user is added.
If you'd like email notifications to only be sent to the creator of the candidate invite, message our support team directly using the purple chat icon in the bottom right-hand corner of this screen and we can get that changed for you.
* SMS notifications can be enabled on a case-by-case basis as well. Message our support team to enable this function *
Overall, it's a good idea to periodically review and/or update your Contacts that receive various notifications, especially if you have multiple people in your organization handling different responsibilities.
To get in touch with our support team, visit the Yardstik Support Page or click the Support option in the top-right corner of the Yardstik Website.