Note: If you have never created a policy before, first read this article. If you do not know what a policy is, read this article.
This article outlines the second step of Policy Configuration, which is configuring the available toggles of the Evident Background Check.
How does policy configuration work?
Configuring your policy consists of six (6) distinct steps. Five (5) of these steps are required and the final step is optional. When you are creating a policy for the first time, you will need to complete the steps in the consecutive order they are listed below.
- Step 1: Name the policy
- Step 2: Configure the elements of a background check (that's the step this article is about).
- Step 3: Select the background check product associated with this policy.*
- Step 4: Create the first offense group of the policy & define the criteria that will result in a policy violation.
- Step 5: Identify which crimes will belong to this offense group.
- Step 6: (Optional) Create additional offense groups to allow further configuration of the policy.
*Once the policy has been created and saved, you may go back and update most of the elements of the policy, like the quantity of offense groups included, turning on or off Pre-adverse & Adverse action, or adjusting the level of crime severity that will trigger a policy violation. You may do so in whatever order you wish. However, once you’ve selected the background check product that you will use with the policy, it cannot be changed.
The Three (3) Configurable Elements
As mentioned in first article of this series about naming your policy, the 3 elements that can be toggled are list below. Click the link to access the article specific to that toggle.
Once you've configured these elements, you can move to Step 3: Select which background check type you will want to run. This is the only step that you cannot change after you save the policy for the first time.