Pilot Onboarding FAQ's

Pilot Onboarding FAQ's 

Q1. How do I cancel before my trial converts to a Pro agreement?

 A. If you decide not to proceed following your trial, simply notify your point of contact by email before the end of the 12-day trial period. 

Q2. How many candidates can I run through the pilot?

 A. The pilot includes up to 10 checks per check type. 

For example, 10 DBS checks, 10 Right to Work checks, and 10 Employment History Verification checks. These would typically be used across up to 10 candidates. 

Q3. How long does the pilot last? 

A. The pilot runs for 12 days from the date your account is activated.

Q4. What happens when my pilot ends? 

A. At the end of the trial period, your account will move to the agreed Pro subscription unless you have advised us that you wish to cancel. 

Q5. Will I receive training? 

A. Yes. Training is included as part of the onboarding process to ensure you are comfortable using the platform and its features. 

Q6. What support is available during the pilot? 

A. You will have access to both your dedicated your Onboarding Specialist and Account Manager throughout the pilot. 

Q7. Can I run more than the included number of checks? 

A. If you require additional checks during the pilot, please speak to your Account Manager who can discuss the available options. 

Q8. Can multiple users access the platform? 

A. No. Your pilot is limited to one user during the pilot period. 

Q9. Do I need to install any software? 

A. No. The platform is fully cloud-based and can be accessed through a web browser.

Q10. Can I upload existing candidate data? 

A. Yes. Candidate information can be added manually, depending on your requirements. 

Q11. What checks can be included within the pilot? 

A. Available checks will be agreed during onboarding and may include DBS, Right to Work/Digital Identity Verification, Employment History Verification and other services available within the platform. 

Q12. How quickly can I get started? 

A. Once your onboarding form has been completed and your training session has taken place, you can begin using the platform immediately. In many cases, customers are able to get started within as little as 24 hours of beginning the onboarding process. 

Q13. Who should I contact if I need help? 

A. Your first point of contact should be your dedicated Account Manager, who can assist directly or involve the appropriate team where required. 

Q14. Will my data remain available after the pilot? 

A. Yes. If you proceed with a Pro subscription, all data collected during the pilot will remain available within your account.

Q15. What if I don't have enough candidates to use all of my pilot checks? 

A. We recommend using as close to the full allocation as possible. Running10 candidates through the platform will give you the best opportunity to experience the full candidate journey, understand the platform's capabilities, and gain the information needed to make an informed decision about moving forward with a Pro agreement. 

Q16. Can I customise the platform during the pilot?

A. No. During the pilot, all customers use our standard platform configuration and templates. This allows you to experience the platform as intended and helps us ensure a consistent onboarding process. Once you move to a full Pro agreement, the platform can be tailored to your requirements, including custom workflows, templates, branding, and configuration settings.