Enterprise Advantage 2.0 User Guide October 2015 FADV0010 CONFIDENTIAL & PROPRI

Enterprise Advantage 2.0 User Guide October 2015 FADV0010 CONFIDENTIAL & PROPRIETARY The recipient of this material (hereinafter "the Material") acknowledges that it contains confidential and proprietary data the disclosure to, or use of which by, third parties will be damaging to First Advantage. Therefore, recipient agrees to hold the Material in strictest confidence, not to make use of it other than for the purpose for which it is being provided, to release it only to employees requiring such information, and not to release or disclose it to any other party. Upon request, recipient will return the Material together with all copies and modifications, if any. All names in the text, or on the sample reports and screens shown in this document, are of fictitious persons and entities. Any similarity to the name of any real person, address, school, business or other entity is purely coincidental. The First Advantage logo is a registered trademark of First Advantage., used under license. Other products and services may be trademarks or registered trademarks of their respective companies. Copyright © 2014, First Advantage. All rights reserved. Table of Contents Introduction ........................................................................................................................................ 1 Overview ............................................................................................................................................................. 1 In this Guide ........................................................................................................................................................ 1 Document Conventions ....................................................................................................................................... 2 Additional Training .............................................................................................................................................. 2 Technical Support ................................................................................................................................................ 2 Using Enterprise Advantage ................................................................................................................ 3 Logging into Enterprise Advantage ..................................................................................................................... 3 Logging In ............................................................................................................................................................ 4 Forgot Password .................................................................................................................................................. 4 Changing Initial or Expired Passwords ................................................................................................................ 5 Change Password ................................................................................................................................................. 5 Password Guidelines ............................................................................................................................................. 5 Site Navigation .................................................................................................................................................... 6 Navigation Toolbar ............................................................................................................................................... 6 Time Out Notification ........................................................................................................................................... 6 Dashboard Features ............................................................................................................................ 7 Basic Features ..................................................................................................................................................... 7 Order Entry ......................................................................................................................................... 8 Overview ............................................................................................................................................................. 8 Components ........................................................................................................................................................ 8 Component Descriptions ...................................................................................................................................... 8 Packages .............................................................................................................................................................. 9 Package Details .................................................................................................................................................... 9 Creating Your Order .......................................................................................................................................... 10 Getting Started ................................................................................................................................................... 10 Auto Save Order ................................................................................................................................................. 10 Selecting Your Order Preference ........................................................................................................................ 11 Client Reference ID ............................................................................................................................................. 14 Client Representative Field ................................................................................................................................ 14 Additional Requestor ......................................................................................................................................... 14 Exit Order ........................................................................................................................................................... 14 Data Entry ................................................................................................................................................ 15 General Concepts .............................................................................................................................................. 15 Admitted Charges .............................................................................................................................................. 15 Order Instructions ............................................................................................................................................. 15 Additional Names Section ................................................................................................................................. 15 Explicitly Save Order .......................................................................................................................................... 17 Entering Education Information ............................................................................................................... 18 General Concepts .............................................................................................................................................. 18 Entering Employment Information .......................................................................................................... 19 General Concepts .............................................................................................................................................. 19 Additional Dates, Locations, and Positions ....................................................................................................... 20 Entering Motor Vehicle Report Information ............................................................................................ 21 General Concepts .............................................................................................................................................. 21 Using the Public Records Grid .................................................................................................................. 22 General Concepts .............................................................................................................................................. 22 Adding Criminal Searches .................................................................................................................................. 22 Customized Public Record Selection Grid .......................................................................................................... 23 Limit Number of Public Records Ordered .......................................................................................................... 24 Adding Attachments ................................................................................................................................ 25 General Concepts .............................................................................................................................................. 25 Using the Upload Window ................................................................................................................................ 25 Reviewing Your Order Summary .............................................................................................................. 27 General Concepts .............................................................................................................................................. 27 Submitting Your Order ...................................................................................................................................... 27 Canceling Order Requests ................................................................................................................................. 28 Reviewing and Submitting Your Order ..................................................................................................... 29 General Concepts .............................................................................................................................................. 29 Submitting Your Order ...................................................................................................................................... 29 Duplicate Order Checking ........................................................................................................................ 30 General Concepts .............................................................................................................................................. 30 Leave in Deferred .............................................................................................................................................. 30 Receiving Confirmation ............................................................................................................................ 31 General Concepts .............................................................................................................................................. 31 Search Orders ........................................................................................................................................... 32 Overview ........................................................................................................................................................... 32 View Order Results .................................................................................................................................. 33 Overview ........................................................................................................................................................... 33 Enterprise Advantage Filtering Option ..................................................................................................... 34 General Concepts .............................................................................................................................................. 34 Power Search Selection ..................................................................................................................................... 36 Additional Search Options ................................................................................................................................. 36 Order Viewing .......................................................................................................................................... 38 General Concepts .............................................................................................................................................. 38 Using Search Results .......................................................................................................................................... 38 Status Descriptions ............................................................................................................................................ 39 Order Results Case Actions ................................................................................................................................ 40 Order Information ............................................................................................................................................. 40 Searches ............................................................................................................................................................ 41 Ordered/ Completed ......................................................................................................................................... 41 Status ................................................................................................................................................................. 41 Flag .................................................................................................................................................................... 41 Order Details Search Type Actions .................................................................................................................... 42 Element Action .................................................................................................................................................. 42 Process Batch ........................................................................................................................................... 43 General Concepts .............................................................................................................................................. 43 View Batches ............................................................................................................................................ 44 General Concepts .............................................................................................................................................. 44 Administration ......................................................................................................................................... 45 Overview ........................................................................................................................................................... 45 Administration Options Overview ........................................................................................................... 46 Overview ........................................................................................................................................................... 46 Administration Options ..................................................................................................................................... 46 Edit User Settings ..................................................................................................................................... 47 Overview ........................................................................................................................................................... 47 Change Your Password ...................................................................................................................................... 48 Change Your Secret Question ............................................................................................................................ 49 Change Your E-mail Notification Preferences .................................................................................................... 50 Change Your Order Entry Default Custom Package ........................................................................................... 52 Add a New User ................................................................................................................................................. 53 Edit Company Settings ............................................................................................................................. 54 Overview ........................................................................................................................................................... 54 Edit General Information ................................................................................................................................... 54 Edit Duplicate Checking ..................................................................................................................................... 54 Company Document ......................................................................................................................................... 55 Billing Information ............................................................................................................................................. 55 View Managerial Reports ......................................................................................................................... 56 Overview ........................................................................................................................................................... 56 Viewing and Printing Managerial Reports ......................................................................................................... 57 Billing ....................................................................................................................................................... 58 Overview ........................................................................................................................................................... 58 Billing Filtering Preferences ...................................................................................................................... 59 General Concepts .............................................................................................................................................. 59 Billing Detail View Options ................................................................................................................................ 59 Filter/ Presentation Options .............................................................................................................................. 59 Frequently Asked Questions .................................................................................................................... 70 Order Entry ........................................................................................................................................................ 70 Order Viewing ................................................................................................................................................... 71 Enterprise Advantage v2.3: User Guide FADV0010 October 2015 Copyright © 2014 First Advantage. All rights reserved. Confidential & Proprietary 1 Introduction Overview Enterprise Advantage (EA) is a web-based pre-employment screening utility, offering fast, background information to meet your business needs. First Advantage® Enterprise Advantage, offers an automated and interactive ordering system, customized screening packages based on position, custom adjudication criteria, flexible reporting options, tiered background screening, timely results, online billing, and accommodating administration functions making Enterprise Advantage a comprehensive solution for any employer's hiring program. For additional information regarding other services, such as batch ordering and Employee Eligibility Verification (EEV) service please refer to Inside Enterprise Advantage. Enterprise Advantage provides maximum accessibility regardless of what type of computer system and/or browser you use. In order to get the most visually pleasing experience, use a monitor resolution of 1024 x 768 or greater and the latest version of the following Java-enabled browsers: • Microsoft® Internet Explorer® version 6.0 or higher • Apple® Safari™ version 1.2 or higher • Mozilla® Firefox® version 2.0 or higher In this Guide This guide is designed for you to use as a reference tool for Enterprise Advantage. It describes the process of ordering background checks, viewing results, administrative functions, and online billing. At the end of this guide are frequently asked questions and a glossary of common Enterprise Advantage terms to assist you in becoming more familiar with the system. Enterprise Advantage v2.3: User Guide FADV0010 October 2015 Copyright © 2014 First Advantage. All rights reserved. Confidential & Proprietary 2 Document Conventions The following documentation conventions are used throughout this manual. Convention Description Bold This is used to identify data field names and menu selection options. " " This is used to identify new terms. Italics This is used to identify references to other chapters, documents, or databases. WARNING This is used to identify warnings. Gray Shading This is used to identify tips or notes. Additional Training In addition to this guide, you can take an Enterprise Advantage e-Training class with a live instructor present to answer your questions. You can also watch an online training video at your convenience 24 hours a day, seven days a week. For instructions to register for an Enterprise Advantage class or to view the training video, go to http://Learn.fadv.com. Technical Support For questions on how to use Enterprise Advantage, call 1-800-962-2091 (Monday – Friday, 8:00am – 8:30pm Eastern Standard Time). For after-hours support, leave a message on the automated system and a representative will respond to your request within a 30-minute time frame. You may also email your questions to the support team at: employment.support@fadv.com. For questions on interpreting your results or on your account, call your account manager at 1-800-962-2091. Enterprise Advantage v2.3: User Guide FADV0010 October 2015 Copyright © 2014 First Advantage. All rights reserved. Confidential & Proprietary 3 Using Enterprise Advantage Logging into Enterprise Advantage Your Enterprise Advantage account is customized to your company’s specifications. Certain setup options and available products will vary depending on your account. If you have questions about your account, contact your system administrator or call First Advantage® Technical Support for assistance. The Internet address for Enterprise Advantage is enterprise.fadv.com. Typing this address into your web browser will bring you to the Enterprise Advantage Login screen. Enterprise Advantage v2.3: User Guide FADV0010 October 2015 Copyright © 2014 First Advantage. All rights reserved. Confidential & Proprietary 4 Logging In Follow the steps below to log into Enterprise Advantage. Step Action 1 In the Client ID field, type the Client ID given to you by the Enterprise Advantage administrator or First Advantage® 2 In the User ID field, type your User ID 3 In the Password field, type your password Note: You must obtain your initial password from the Enterprise Advantage administrator or from First Advantage®. If this is your first time logging in or your password has expired, the Change Password screen will appear. See the Changing Initial or Expired Passwords section for more information 4 Click The ,Enterprise Advantage main screen appears Forgot Password Your initial password is given to you by your Enterprise Advantage administrator. If this is your first time logging in or your password has expired, you will need to change your password. You can also change your password whenever you wish via the Administration screen. More information on passwords can be found in Using Enterprise Advantage and Administration. You may also contact your Enterprise Advantage system administrator or call First Advantage® Technical Support for password assistance. If you have forgotten your password, you can reset it by clicking on the Forgot Password link. You will need to provide your Client ID, uploads/Philosophie/ ea-user-guide-v3.pdf

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