Resources: News Updates

Snapshots and Dashboards: New Enhancements to Screening Direct™ - October 08, 2014

If you’re not already familiar with Screening Direct™ it’s our cloud-based, proprietary technology platform that unifies your candidate orders and data into a single workflow where you can easily place orders, manage tasks, monitor status and view candidate records.  Highly secure and regularly updated to meet evolving compliance standards, you can manage even the most complex screening program seamlessly. And now, we’ve also added two new features to make your Screening Direct™user experience even better!

NEW! The Visual Dashboard

It’s easy to monitor each stage in the screening process with the new visual dashboard at the top of your Screening Direct™ homepage.  You can quickly see how many candidates (or records) are currently in each of the six key stages of the screening process. To get a more detailed view for each stage, simply click any icon.  These new viewing options are also available in the top toolbar where they have always been.

In the new visual toolbar, the six stages are:

Screening Direct Visual Dashboard | SterlingBackcheck

E-Invite Not Started (24 Hours) – this link applies to e-invites to Workforce Direct that have not been started within 24 hours of contacting the candidate. 

Screening Direct Visual Dashboard | SterlingBackcheck

Workflows in Progress – this link shows workflows that have been started but not completed. 

Screening Direct Visual Dashboard | SterlingBackcheck

Drafted- Not Yet Started – this link includes name, ordered, status, done/due, and disposition.  It is the same data as the ‘Draft’ status in Screening Orders grid.

Screening Direct Visual Dashboard | SterlingBackcheck

Awaiting/Missing Info – this link includes orders that are missing information from the candidate.  This information was formerly flagged in the ‘View’ dropdown window and is now more prominently displayed so you can follow up with the candidate if needed. Please note: This replaces the previous link located directly above the e-invite grid (see screenshots below).

Screening Direct Visual Dashboard | SterlingBackcheck

Unread Order Notes – this link includes an expanded area that displays the order notes. This information was formerly flagged in the ‘View’ dropdown window and is now more prominently displayed so you can follow up with the candidate if needed. 

Screening Direct Visual Dashboard | SterlingBackcheck

Managed Adverse Action-In Process – this link includes a list of any records currently in the managed adverse action process.  Information includes name, status, disposition, and result.

Note:  If you are a Super User, you will see a dashboard for your entire organization by default.

NEW!  Candidate Snapshot

With this feature, you can see a quick snapshot for any candidate by clicking the “i” next to the candidate’s name.  In the candidate snapshot window, you’ll find the latest information including order status, order ID number, order date and more.  You can also link to more orders for this candidate as well as contact Client Services right from the screen.

COMING SOON!  Manage Your Screening Program Anywhere, Anytime with our New Mobile App

In late October, we’ll be launching a new Screening Direct mobile app that will be downloadable in the iPhone and Android app stores. The new app lets you manage your screening program from anywhere at anytime with the ability to send e-invites to candidate, track statuses of e-invites and orders and view completed reports.

Want to learn more about Screening Direct?  Contact your Account Manager or Client Services at 1.888.889.5248.