Skip to main content

Adding a candidate and launching checks


Adding a candidate

  1. From your Dashboard, click the Add Candidate button.

    01_adding_a_candidate_and_launching_checks

  2. Enter the candidate's details:

    • First Name.

    • Last Name.

    • Email Address.

    • Contact Number.

    • You can optionally include a Job Title, Department, or Reference Code.

    02_adding_a_candidate_and_launching_checks.png

  3. If you'd like to assign the candidate to another user in your team, click the Candidate Assignment dropdown and select the appropriate user.

    03_adding_a_candidate_and_launching_checks.png

  4. To notify others when the candidate's status changes, toggle on the Notification List switch and add their email addresses to the Emails field.

    04_adding_a_candidate_and_launching_checks

  5. Click the Next button to proceed to the next page.


Launching checks

  1. If your company has Bundles configured, you can select a bundle from the Bundle dropdown.

Bundles are a quick and easy way to launch multiple checks for a candidate at once. Learn more about bundles.

05_adding_a_candidate_and_launching_checks

  1. If volunteer checks are enabled for your company, toggle on the Volunteer switch if the candidate is a volunteer.

    06_adding_a_candidate_and_launching_checks

  2. If your company has more than one brand configured, select the appropriate Brand from the dropdown.

Brands allow you to control how Checkmate looks and feels to your candidates and referees. Learn more about brands

07_adding_a_candidate_and_launching_checks

  1. Toggle on the checks you'd like to launch for the candidate. If you've selected a bundle, any pre-selected check types will be automatically applied.

  2. Complete any additional fields that appear when you toggle on the check type.

    08_adding_a_candidate_and_launching_checks.png

  3. Click the Launch Check button to launch the checks for the candidate.

Did this answer your question?