Manually Track Background Checks

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Planning Center provides an integration with Checkr, so you can perform background checks within Planning Center. However, if you have background checks from other providers, or you need to track background checks for people under 18, you can manually track them in Planning Center.

Add a manual background check for an individual from their profile page by clicking the background check badge, and then Add Background Check.


Click Add Manual Check to enter the information about the background check.


Set their status, the date it was completed, the expiration date, and a note, such as a link to the background check report.


When the background check expires based on the date chosen, the person will no longer be able to be scheduled through Services or check in as a volunteer to a background check-required location at Check-Ins. Create a list that shows when background checks will expire and request background checks for multiple people when they expire.


Background checks can't be run on people under 18. In order for them to serve on a Secure Team or check into a background check-required volunteer location, set up a manual background check for them and set the Expiration date to On their 18th birthday.


When they turn 18, the background check status will expire, which allows you to run a background check on them.

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