VolunteerMatters Support

All the training and support you need to take full advantage of your volunteer management system.

It's Time to Accomplish More Without Increasing Your Workload.

Managing Integrated Credentials - Sterling Volunteers

Follow

Background check credentials are either manual or integrated. Integrated background checks are checks that are performed through our system with the aid of a 3rd party partner such as Sterling Volunteers.

In this solution we will be highlighting the steps an administrator must take managing background check credentials with Sterling Volunteers integration enabled.  If you are interested in this integration please contact sales@volunteermatters.com for more information. 

After a volunteer is prompted to apply for a background check credential via either a project need or because the credential is globally required they will need to complete the background check credential process.

With Sterling Volunteers, the volunteer needs to sign the credential in VolunteerMatters, verify and submit their information.  At that juncture an order will be opened with Sterling Volunteers and the volunteer will go to the Sterling Volunteers portal and create a Sterling Volunteers account (if haven't already) and complete their background check. The credential will be set to a "Submitted" status once successfully received at Sterling Volunteers.  Until the volunteer has completed the background check at Sterling Volunteers the credential will show as "Incomplete" in VolunteerMatters and the message and "Continue" button will remain. 

After the information is sent to Sterling Volunteers and the background check is processed.  With most background checks there will be no flags and the credential will be automatically cleared and Sterling Volunteers will update the credential in VolunteerMatters to "Approved".

However with some background checks it will require administrative intervention.   Those checks will automatically be set to "Review" in VolunteerMatters with an "Admin Review" button on the credential details to link the administrator to the report at Sterling Volunteers to be reviewed and marked eligible or ineligible.  Only an administrator with login privileges at Sterling Volunteers will be able to login and view/adjudicate the report.

To access to the credential details you will log into your system with administrative access and then click on "Credentials" and then from the Credential dashboard click the number under the "Review" column for the background check credential.  This will open the volunteer credentials page with the Background Check credential and the "Review" status pre-populated within the filter and the results will be all those credentials matching it. 

Then click on the edit button (little pencil) on the credential you wish to see the details for.

VV_AdminCredential_Process_4.jpg

 

And then click the "Admin Review" button to view the report at Sterling Volunteers.

Once the administrator clicks the Admin Review button a new window or tab will open in their browser and there they can log into Sterling Volunteers with their Sterling Volunteers administrative account. Once logged in they will be presented with the report in question listed. 

Once the adjudication is completed at Sterling Volunteers, if the volunteer is marked eligible they will be updated automatically as "Approved" within VolunteerMatters.  If the volunteer is deemed ineligible during review at Sterling Volunteers they will be automatically updated as "Denied" within VolunteerMatters.

Was this article helpful?
0 out of 0 found this helpful

Comments

Powered by Zendesk