How to place an order via Applicant Entry

Orange Tree collects candidate’s information (including disclosure and authorization forms) from the candidate via our mobile-optimized portal called CandidateConnect®

Interactive Tutorial 

Step by step guide on how to place an order via Applicant Entry - using the Orange Tree client portal.

1. Step 1. Click Applicant Entry to place a background check order. 

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2. Step 2. Select a location for the order. 

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3. Select Location. 

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4. Your name will pre-populate in the 'Order for' dropdown; however, you may change this field to order on behalf of another user.

Click to change the user. 

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5. Select the user.

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6. Step 3. Select the service package for the order. 

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7. Select Service Package. 

The services included in the package will automatically be selected. 

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8. Step 4. Enter the applicant's First Name. 

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9. If available, please include the Middle Name. 
Click to enter the Middle Name. 

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10. Click to enter the applicant's Last Name. 

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11. Step 5.  Enter the applicant's Email Address.
An invitation link to the background check will be sent. 

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12. (Optional) 
If you have the applicant's cell phone number, you may enter it here. The applicant will receive a text message. 

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13. Step 6. If you would like to be copied on the email sent to the applicant, click on the box next to 'Please CC me on emails sent.'

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14. Step 7.  You may request that Orange Tree collect additional information from the applicant, but not perform any services with it.

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15. Click to remove Driving License. 

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16. An order summary is displayed, showing the information provided and services selected.

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17. Step 8. Once reviewed, click the 'Order' button.

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Here's an interactive tutorial