❖ Heads up! This article is only intended for Sustain Site Managers.
While we’re happy to connect you with our third-party background check providers, we understand that you might already have an established relationship with another background check provider. If so, that’s totally up to you—you can continue working with them!
To make this seamless, you can set up special Prerequisites and stick with the provider you trust. We’re here to guide you every step of the way and help you do this in the best way possible!
ℹ️ So you know: Some sites use language overrides. This means you may see Needs instead of Opportunities or Agencies instead of Programs.
Working with Third-Party Providers
You can set up Prerequisites that require manual review and approval before volunteers can respond to a Need or Opportunity. These Prerequisites prevent volunteers from responding until you've used your third-party system to verify who is approved and who isn't.
Once you've reviewed the results of those background checks, you can return to your site's Prerequisites > Approval area to update their status. Here are a couple of options you can use:
Set up a File Upload Qualification Type if you want volunteers to submit a document or certificate when completing the Prerequisite.
Select a blank or selected answer if you don’t need volunteers to upload a document when responding.
Most third-party background check Prerequisites will need a link to the third-party provider. You can easily do this using the Add Content Link option with all Prerequisite types like File Upload or Dropdown.
How to Set Up a Third-Party Background Check Prerequisite
When setting up a third-party background check, you have the flexibility to choose any Prerequisite type. Here’s an example where we’ve set it up as a File Upload type, which requires volunteers to upload a document to complete the Prerequisite. Common documentation includes:
A screenshot confirming the completion of the background check with the third-party provider
A certificate
Any additional required documents, such as licenses, driver's licenses, completed forms, etc.
By setting up these features, you can streamline your process while keeping everything organized and efficient!
Here is one suggestion for setting up your Prerequisite for background checks:
How to Add a Content Link
Almost all background check Prerequisites through a third-party service require a content link. To set this up:
Toggle the Add Content Link button to On.
Copy a link to the third-party background check provider and paste it into the Link URL field.
You can include actionable text or the title of the service provider in the Link Text field—for example, Click here to complete your background check or 123 Background Checker. This creates a clickable link that directs them to your third-party provider.
The Volunteer Perspective
Here is how the Prerequisite looks to volunteers:
