Expiring Background Checks

Depending on your chuch's policies or local legal requirements, you may be required to occasionally re-run background checks for your staff and volunteers. Use the expiration policy setting to automatically expire background checks after they reach a certain age.

Expired background checks do not count as cleared background checks in Services or Check-Ins.

Expiring Background Checks from Checkr

Background checks from Checkr will adhere to the expiration policy setting. To set the setting, click on the pencil next to the "Expiration Policy" from the background checks overview page. You'll need to be an organization administrator to edit this.

When you change the setting, any background check that is older than the new time frame will be automatically expired. In the case where you make the time frame longer than it used to be, previously expired background checks may become valid again. For example, if your policy started as 24 months, a 30 month old background check will be expired, but if the policy is changed to 36 months, the 30 month old background check will become valid again.

Expiring Manual Background Checks

Manual background checks have the option to either expire on a specific date or to adhere to your church's expiration policy. You can choose which option is right for each background check when creating a manual background check.

The expiration policy setting has no affect on manual background checks that have a specific expiration date set.

Viewing checks that will expire soon

To see whose background checks will expire soon, you can use the "Background Check Status" condition in Lists. Build a list that looks something like this:

For bonus points, you can use automations to automatically add these people to a workflow.

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