To ensure a smooth process for you and your candidates, customize these settings to best suit your account. 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].
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
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.
Notifications
Notification settings can be found under:
Account -> Notifications.
Within Account User Notification settings, you can individually toggle on/off, to best fit your needs.
*Please note*
- If your account is set to send info requests to Admins, you will see 6 toggle buttons under "Which Notifications to Send".
- If your account is set to send info requests to Candidates, you will see 4 toggle buttons as the account will not be handling info requests.
*Important*
These settings affect the whole account.
- While Clear reports require no further action, you will need to take action on reports that come back in Consider status.
Where to Send Notifications
There are 3 option to choose from when deciding where to send notifications:
1. All users - all users will receive report notifications
2. The user who ordered the report - sends only to the user who ordered the report.(if the user who ordered is no longer active, the notification will be sent to All users).
3. Group Recipients - if your account is utilizing Groups, notifications will be sent to the Group the report has been assigned to.
*Important*
If you use one of our Integration partners to request background checks, this setting will only work if that person has a Yardstik User account.
Candidate Notifications
Candidate Notification settings can be found under:
Account -> Notifications -> Candidates (tab option under the Notifications header).
Invite Expiration Timeframe
Expiration date defaults to seven days and can be adjusted.
Review these steps to cancel or resend an expired report invitation.
Adverse Action Letter Timeframe
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.
*Make sure to click 'Save Changes' to finalize adjustments to Timeframes*
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.