IMPORTANT - Notes on conducting the background check:
1. If a Legal First Name is entered, this is used in place of the First Name.
2. Only the Primary Email Address (required) is used for the submission of the background check to Sterling Volunteers. (This address is also used to send the invitation from Sterling Volunteers to the volunteer.)
3. A valid State is required
4. A valid 5-digit ZipCode is required.
5. The volunteer must be at least 18 years old at the time of submission. This means that there must be a value entered in the Birthday field.
Validate a Profile for a Background Check
This is a way to check that the profile contains the information required for the check to successfully initiated.
Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
Click on the person’s name from the list that appears
In the “Main” tab, click on the “Contact” sub-tab
Check that the profile has the information need to send in a background check
Click the [Validate profile for background check] button
Note: Only administrators with sufficient permission will be able to validate background checks.
Initiate a Background Check
Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
Click on the person’s name from the list that appears
In the “Main” tab, click on the “Qualifications” sub-tab
Scroll to the “Background Checks” section at the bottom
A current list of checks will be displayed (there can be multiple)
Click the [Create Background Check] button
Generate Sterling Link for a Volunteer
Note: Links can only be generated for background checks with the “submitted” status. When a check is initiated, an email is automatically generated and sent to the volunteer. This process can be used when the volunteer has not received this automated email or needs the link to be re-sent.
Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
Click on the person’s name from the list that appears
In the “Main” tab, click on the “Qualifications” sub-tab
Scroll to the “Background Checks” section at the bottom
Mouse over the Options icon beside the submitted background check
Click on “Email Link to Volunteer”
Insert the link into the body of the email by copying and pasting the link from the box at the top of page or navigate through Insert >> Initiate Background Check Link
Click on “Email Link to Volunteer"