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Account Settings

Updated this week

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].

Screen Shot 2022-12-19 at 2.38.58 PM


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

Notification settings can be found under:
Account -> Notifications.

Within Notification settings, you can individually toggle on/off.

If you are not sending any notifications, "Where to Send Notifications" will be hidden.


*Please note*
- If your account is set for 'Account Upload' info requests, you will see 6 toggle buttons under "Which Notifications to Send".
- If your account is set for 'Candidate Upload' info requests, you will see 4 toggle buttons as the account will not be handling info requests.



Report Invitations & Adverse Action

Report Invitations and Adverse Action settings can be found under:
Account -> Notifications -> Candidates (tab option under the Notifications header).

Expiration date defaults to seven days and can be adjusted.
Review these steps to cancel or resend an expired report invitation.

*Make sure to click 'Save Changes' to finalize adjustments to Timeframes*

Adverse Action

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

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.

Important to note:

If you use one of our Integration partners to request background checks, and do not have an admin email within the Yardstik UI, all admins will receive email notifications by default.

* SMS notifications can be enabled on a case-by-case basis as well. Contact 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.

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