Starting, paying for and tracking DBS Cases is now easier than ever! Here is a brief introduction to the process from beginning to end.

TABLE OF CONTENTS

• Typical Workflow
• How do I Create a Case?
• How Do I Pay?

Typical Workflow

• Create Case
• Subject Completes Case
• Make Payment
• Carry out Outstanding activities e.g. DBS ID Verification
• Personnel Checks submit to relevant 3rd parties e.g. DBS

How do I Create a Case?

Creating a Case is now quick and easy within the Product, due to the preconfigured Processes on your account.

To start, navigate to "Cases" in the menu.

You will see a "Add Case" button on the top right, click this to begin.

You will be asked for the Subject's email address. If they are already in the product you will be able to select them from this stage, if they are a new Subject, you will then be asked for their first and last name.

Next, you will select the Process you wish to assign to them, confirm that the details are correct, and create the Case.

The Subject will then receive an email asking them to create a password and continue with their application form.

How Do I Pay?

You can read the full article on making payments here

Previously, DBS Checks would be paid for in advance of being initiated. This caused problems if applicants were to drop out of the hiring process and result in fees being paid for DBS Checks that were never complete.

Cases will appear in the 'Awaiting Payment' screen once they have been completed by the Subject and they are ready for the User to carry out their Outstanding Activities e.g. DBS ID Verification. 

Once payment is made at this stage, the Payment Manager is committing to Personnel Checks processing these cases and submitting to the relevant 3rd parties.

To complete a payment, whether this is for one application or many, the “Payment Manager” would simply do the following:

• Head to “Awaiting Payments” in the menu
• Select the Cases you are wanting to pay for
• Confirm
• Enter the payment details
• Click Pay

Once the payment has completed, you will receive an invoice and be able to progress the Case Activities. If you verify applications for your company just Click Here to learn how to verify on the new system.

Note – for a DBS you will not be able to ID Verify until you have made payment. Should you wish to cancel after this stage you will have to request a refund.

Want to stay up to date on our releases? Just keep an eye on the notification bar at the top right of the screen when you log in. We will keep you up to date with new releases and features as they happen.

Alternatively, bookmark this link here for up-to-date release notes.