How to order and cancel background checks in CertnCentric

This article is for users(both clients and applicants)of CertnCentric (https://client.certn.co/). If you're unsure which platform you're using, check [this article], and to learn more about CertnCentric, click [here].

Learn how to order background checks in CertnCentric, select individual checks or packages, review pricing, and cancel submitted checks.

This article is for clients using CertnCentric. If you're unsure which Certn platform you're using, see How to identify your Certn platform.

How to order background checks in CertnCentric

You can order background checks in CertnCentric using three options:

• À la carte: Select individual background checks to create a custom, one-time order.
• Bundle: Select a preconfigured bundle of checks with previously negotiated pricing. Bundles were previously referred to as SLAs.
• Package: Select an existing package or create a new package to save a combination of checks you frequently order.

Create a new order

1. Log in to CertnCentric and select New order from the home page.
2. Choose how you want to build your order:
   • Select an existing Bundle or Package.
   • Select Build your own to choose individual checks (à la carte).
   • Create a new Package to save a combination of checks for future orders.
3. Select the + icon to add the checks you want to order.
4. Select Next step to proceed to the Add recipients page.
5. Enter the applicant's email address in the Recipient email(s) field. You can enter multiple email addresses to invite more than one applicant.
6. Optionally, enter a message for the applicant in the Additional message field.
7. Select Next step to proceed to the Review page.
8. Review the order details, selected checks, and pricing.
9. Select Send to submit the order and send the invitation to the applicant(s).

Review your order and pricing

Before submitting your background check order, the Review page displays:

• A preview of the invitation email the applicant will receive.
• A summary of the selected background checks.
• The cost of each check.
• The total cost per applicant.
• The order subtotal in your account's currency.

Additional fees: Some background checks may incur pass-through access fees. These fees are billed after the check has been ordered and completed and appear as additional charges on your invoice.

For more information, see Pass-through access fees.

How to cancel a background check in CertnCentric

Users with the Admin or Manager role can cancel submitted background checks directly from the Cases page in CertnCentric.

To cancel a background check:

1. Log in to CertnCentric via the client portal. 
2. Navigate to Cases.
3. Locate the case containing the background check you want to cancel.
4. Select the three-dot menu (⋮) beside the case to access the available actions.
5. Select the cancellation option and follow the prompts.

What happens when a background check is cancelled?

When a background check is cancelled:

• The applicant receives an email notification confirming the cancellation.
• The check status changes to Cancelled in the Applicant Portal.
• The applicant can no longer open or edit their application.
• Previously sent invitation links direct the applicant to a cancellation status page instead of the application.