In July 2024, we made some changes! Report actions are now all consolidated in the "Reports" tab on the left-side navigation. No more flipping back and forth between "Reports" and "Invitations".
The Reports section of Yardstik provides you with all the detailed information for your candidates in a consolidated view. You can read through the information below or take a look at our 2 minute Reports training video.
When you click on the Reports section, you will see all of the candidates that you have screened or are in the process of screening listed here.
💻 Order a Candidate Report
A background check report can be started by using the Order Report button in the upper right. There are two options available:
Fill Out Form
Send an individual report invitation to a candidate by selecting the Account Package from the drop-down menu and entering the candidate's first name, last name, and email address.
Click Order and the invitation will be sent.
To order another individual report, click the Order another checkbox and the pop up will remain open for you to more efficiently send another invitation.
Import File (Mass Upload)
This feature will send invitations en masse to a group of candidates rather than individually. Select the Import File option and upload a .csv file of candidate's first name, last name, and email address and invitations will be sent.
Check out our Import File help article if you need more information or need to resolve any error messages.
Have you already sent a report invite to a candidate but need to make changes? Check out the options for:
📂 Report Status and Filters
Once a report has been created, you will see it in the list of existing reports.
You can check on current statuses and take action on reports.
When viewing your list of reports, you will see quick filters near the top of the screen that will take you to different groupings of reports.
Each status filter can help you focus on areas that may need your attention. Hovering over each filter will give you a brief description of the status.
Add or hide more information for each candidate name in Columns.
Adjust the amount of information on your screen by selecting a Density other than the Standard default.
If needed, selected information can be Exported to a .csv file.
Hovering over most column names will provide an option to sort.
Both the Invitation status and Report status for each candidate are listed in the same row.
Note: The invitation has to be Completed by the candidate before the report will begin processing.
👀 Viewing an Individual Report
Simply click anywhere in the row to view details of a report. When viewing an individual report, you'll see the report status reflected near the top of the page next to the candidate's name and the invitation status is included here as well.
Understanding the details of your candidate report may answer most of your questions if you are new to reviewing this type of information.
If you have any questions, please message our support team directly using the purple chat icon in the bottom right-hand corner of this screen.