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Creating and launching bundles

This article walks you through creating a new bundle and applying it when adding a candidate.


Creating a bundle

Bundles are managed from your Company Settings, so you'll start there.

  1. Click your profile icon in the top-right corner and select Company Settings.

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  2. Select the Bundles tab.

  3. Click the Add button on the Bundles card.

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  4. Click the pencil icon to edit the bundle name.

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  5. Toggle on the checks to include in the bundle and complete any additional fields.

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  6. Click the Save button.

Your bundle is now saved and ready to use. You can return to the Bundles tab at any time to edit or create a new bundle.


Applying a bundle to a candidate

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

  2. Fill in the candidate's details, and click the Next button.

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  3. Click the Bundle dropdown and select the bundle you'd like to use from the list.

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

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