Background Checks Expirations

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Depending on your church's policies or local legal requirements, you may be required to re-run background checks for your staff and volunteers. Organization Administrators can set an expiration date.

Use the expiration policy setting to automatically expire background checks after a certain amount of time. Click Settings to update the Expiration policy.

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Click the pencil next to Expiration policy, and then check the box to auto-expire the background checks in the number of months you want to pass before expiring.

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When you change the setting, any background check that is older than the new time frame automatically expires, but if you make the time frame longer than it used to be, previously expired background checks will become valid again.

Caution

Expired background checks will not be marked as cleared background checks.

Manual Background Check Expiration

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

When entering a manual background check on a person's profile, select the expiration date from the dropdown.

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Notice

The expiration policy on the Background Checks page has no affect on manual background checks that have a specific expiration date set.

View Expiring Background Checks

You can see expiring checks by using filters or from a list.

Filters

To see whose background checks will expire soon, click Expiring Soon, and the list will be filtered accordingly.

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You can add or adjust the filters to get a list of people.

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  1. Add more filters to see people whose checks will expire.

  2. Once you have the right filters in place, order checks.

List

You can also see whose background checks will expire soon from Lists.

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Tip

Use automations to automatically add these people to a workflow to follow up with them before their check expires.

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