Processing Background Checks

Requesting a Background Check

For churches on the Professional or Enterprise tier, integrated background checks are available.

1. Navigate to Admin > Safety & Background Checks.
2. Click New Request and select the volunteer's profile.
3. The system will email the volunteer a secure link to submit their SSN and consent directly to our third-party screening provider (Checkr). SteepleOS never stores SSNs.

Reviewing Results

• Clear: The check passed with no flags. The volunteer's profile is automatically updated with an expiration date (usually 1-3 years out, based on your settings).
• Review Required: The provider found potential records. An authorized Admin must log in to the Checkr dashboard to review the details and make a determination.

Expiration Tracking

SteepleOS automatically tracks expiration dates for all cleared volunteers.

• 30 days before a check expires, the volunteer and the Admin receive a renewal reminder.
• If a check expires, the volunteer is automatically prevented from checking into sensitive roles (like Nursery or Youth Group) until a new check is cleared.