Our online system uses a revolutionary Web-based interface designed to automate, streamline and speed up the process of pre-employment screening, whilst allowing you to tailor our services to your exact requirement.

We provide a secure online ordering system, incorporating flexible reporting options, process monitoring and online billing.

Download our Brochure for further information.

For instructions on how to use our online service follow the instructions listed below or alternatively contact a CVI representative by calling 0845 1302481 for further information.

Setting up an Account:

If you are a new customer, you will need to register with CVI before using the online system.  Click here Open an Account Today.  Once you have registered, you will be sent a username and password, which you can use to login on CVI’s home page.

• To start, enter your username in the dialogue box.
• Next, enter your password in the second dialogue box.

Note: If you have forgotten or not received your username / password, please contact CVI by calling 0845 130 2481 or emailing contact@cvinsight.co.uk.

Note: If you are a new customer and have logged into the system for the first time, you will be asked to change the initial password. Once you have reset your password, the system will inform you that you are not currently logged in.  In order to log into the system, you will be asked to re-enter your new password.

Your password should contain a minimum of seven characters and should contain a combination of words and numbers. CVI recommends not using names of family members, or pets or dates of birth. Do not write down your password and username or store them on your computer.

If you have forgotten your password, a new one can be e-mailed to you.  For security reasons you will need to confirm your username and either your surname or the e-mail address set up for your account (i.e. the e-mail address to which your reports are sent). Your new password will then be e-mailed to you.  If you do not receive your password within a few minutes, please contact our team by calling 0845 130 2481. 

Note:  If you are experiencing problems at any time accessing the system, please contact a CVI representative by calling 0845 130 2481 or e-mailing contact@cvinsight.co.uk.

Ordering Reports Online:

Once you have entered your username and password successfully, click on Order a Report to proceed to the Main Menu page. You will then be given two main options to choose from:

• Start a new CV check – click this to order new reports.
• View checks now in progress – click this to check the progress of reports you have ordered.
  

Select Start a new CV check.  You will be taken to the first process screen.

Candidate:

The candidate's title, first name and surname are mandatory. Additionally, if available, enter middle initial(s), email address and a contact telephone number.

Note: If you wish the candidate to fill in the appropriate details, their email address must be supplied.

Reference:

A reference (e.g. it could be the title of the job the candidate has applied for, or your own internal reference code) can be appended to the check to help you identify it once the referencing process is in progress.

Click on Next Stage once you are happy with the information you have entered.

Choosing Check Type:

Standard Financial Check is selected as the default.  However, if you wish to order a check with references only, untick the Standard Financial Check box, then select the checks you require from the drop-down boxes.  The options are:

• Number of employer checks (you can choose to verify candidate's employment history by number of years or jobs)
• Number of secondary schools checks
• Higher education checks
• Personal reference checks 
• Number of professional bodies.

Once you have chosen all the references you require click Next Stage or, if you wish the candidate to fill in further details (e.g. references), click Email Candidate To Complete.

Note—Important: Please make sure that for every check type you require, you choose the correct number of checks before progressing to the next section.  For example, if you accidentally choose two employers to be checked, instead of one, you will be charged for two checks.

Confirmation:

The Confirmation page appears once you have started the check. 

Click on ‘here’ relating to Enter Details to continue entering the rest of the details.
Or click on 'here' relating to Return to main menu, to create another check.
Or click on the final 'here' to log out of Candidate Verifier.

Note: If you have not completed the necessary required details for the check and wish to do so, click on 'View Checks now in progress' from the main menu and click on the applicant's name in the progress page.

Candidate Details:

1. Add Candidate's date of birth to enable positive identification of your applicant.
2. Select the sex and marital status of the candidate for the same reason.
3. If your candidate is married, or has changed surname for any reason, enter their previous surname in the Maiden Name field. This will ensure that any information held under the previous name will be available on your report.

Address:

1. Enter the postcode then click Find. The street and town names are automatically populated.
2. Add the house number or house name to complete the address.
3. Select whether the address is in the UK or another country.

Having trouble entering an address?  Go to Targeting Addresses to see examples on how to enter addresses correctly.  Please use this method for all addresses to be entered.

Click on Next Stage once you are happy with the information you have entered.

Employer:

To obtain an Employer check in the fastest time possible, it is important to enter as many details about the company and the candidate's position as possible.

1. Select Employment status from the drop-down box.
2. Enter the candidate's job title and the company name (you can click on the 'Yell.com' icon to help verify company name), the branch/department the candidate is/was employed in, National Insurance and payroll numbers.
3. When entering the company's address, enter the postcode first and click Find, and the town and street names will be added. Enter the house number, flat number or house name to complete the address.
4. Select the date the candidate commenced their employment and the date they left (if applicable).

Click on Next Stage once you have entered the appropriate information.

You will be required to repeat the above process for all jobs to be verified or until the number of years to be verified has been reached.

Note: To fast-track an Employer reference, obtain and enter a contact name, job title, fax number, e-mail address and telephone number.

Secondary Education:

To obtain a Secondary Education check in the fastest time possible, obtain a contact name, e-mail address, telephone and fax number from the candidate. If these details are not easily available, we shall obtain them for you. The minimum details required to obtain a Secondary School check are:

1. Name of School.
2. Town.
3. Attendance (from/to dates).
4. Qualifications obtained.

Click on Next Stage once you have entered all the secondary education details.

You will be required to repeat the above process for every secondary school to be contacted.

Higher Education:

To obtain a Higher Education check, enter the following details.

1. University - Enter first part or full name of the university in the search box and click Find University. A list of universities will appear, click Select next to the right university. The name of the university and its contact e-mail, telephone and fax number will automatically appear in the relevant process fields.
2. Title of course.
3. Level of qualification.
4. Classification of qualification.
5. Attended from/to.

Click on Next Stage once you have entered all the Higher Education details.

You will be required to repeat the above process for every higher education establishment the candidate is to be checked against.

Personal Reference:

To obtain a Personal reference enter these details:

1. Contact name
2. Address - enter the postcode then click Find. The street and town names are automatically populated. Add the house number or house name to complete the address.

If available, please also enter the following:

1. E-mail.
2. Mobile phone number.
3. Fax number.
4. Daytime phone number.

Click on Next Stage once you have entered the appropriate information.

The above process will have to be repeated for each reference to be verified.

Professional Body:

To obtain confirmation of membership of a professional body enter the following details:

1. Name of Professional body - Enter part or full name of the professional body in the search box and click Find Organisation. A list of professional bodies will appear, click Select next to the correct body. The name of the professional body and its contact e-mail, telephone and fax number will automatically appear in the relevant fields.
2. Type of member.
3. Contact name.
4. Address - Enter the postcode then click Find. The street and town names are automatically populated. Add the house number or house name to complete the address.

In addition, enter as many of the following details as possible:

1. Phone number.
2. E-mail.
3. Fax number.

Click on Next Stage once you are happy with the information you have entered.

You will have to repeat this process for every professional body the candidate is to be checked against.

Note:Certain professional bodies charge a fee for confirming membership. In these instances, CVI will contact you for your approval.  All costs for confirming memberships are passed on to you at cost.

Consent:

There are two parts in the Consent section.

• The first consent box asks you to confirm that the candidate has agreed to have the submitted details verified.  Tick this box only if you have consent from the candidate.
• The second consent box is to confirm that the candidate has agreed for the results of the verification to be passed to the prospective employer. Tick this box ONLY if you have consent from the candidate.

Submit for Referencing:

When you click Submit For Referencing, the prospective candidate's details are checked. If you requested a Standard Financial Check you will see the report within a few seconds of submitting the details and a copy of the report will be sent to you by email, fax or post, depending on which method of receipt has been set up for you. If you have requested references other than or, as well as, a standard financial check, the final report will be sent to you within ten working days.

Tracing Report Progress:

Once you have entered your username and password, click on Order a Report to proceed to the Main Menu page. Once you have logged in, you will have two main options to choose from:

• Start a new CV check – click this to order reports.
• View checks now in progress – click this to check the progress of reports you have ordered.
  

Checking the status of your reports:

1. Click on View checks now in progress. The Check Progress page shows the status of outstanding reports you have ordered.
2. To view all reports started in previous months, choose the month from the drop down box under Show progress for the month.

Alternatively, select the Show all checks tick box to view the status of the reports ordered in the last 30 days. Click the column headings to sort the items numerically or alphabetically.

The Check Progress Page:

Heading	Description
ID Ref	Every check is given a reference number.  If you need to contact Experian about a particular check, quote this number.
Started	The date on which the check was first started.
Reference	The reference of the check requested.  This reference is either one stated by yourself or the report ID Reference.
Applicant	Name of candidate.  If you click on the name you will be taken to the processing screen.  The processing screens allow you to continue inputting details of the candidate or to review details already entered.  However, you cannot edit the details if you have already submitted the request.
Check Type	Shows the type of report you have requested.  For example, ‘CV std empl’ is a standard financial report and employer check.  Click here to see a list of all check types.
Status	Shows how far the check has progressed.  Click here to see a list of all status types.
Links	Click here to see a list of link types.

Looking at the progress of references:

To view references in progress, click on Refs (under the Links heading) to open the Reference Progress page.   At the top left of the page are details identifying the check you are viewing. These are:

• The Reference ID for the check.
• Your company name.
• Your company telephone number.
• The applicant's name and date of birth.

Each reference provides the following details:

• The name of the applicant’s employer and contact details.
• If a request has been sent.
• If a reminder has been sent.
• If a final reminder has been sent out.
• If a reference from a referee has been received (the reply received box will be ticked).
• Notes of any telephone contact between Experian's agents and the Employer.

Once you have viewed the status of the references, click on Main Menu to either start a new check or view another check in progress.

Check Type

Check Type	Description of Report Ordered
CV Std	Financial and Identity Check
Schl	Secondary Education Reference Check
Univ	Higher Education Reference Check
Memb	Professional Membership Reference Check
Empl	Employer Reference Check Note: 'Empls' refers to more than one Employer Reference Check has been ordered.
Pers	Personal Reference Check

Status Type

Status Type	Description of Report Ordered
Checked	Indicates when you have requested a check other than or as well as a Standard Financial report that has been completed and sent to you.
Reviewed	When you have only requested a Standard Financial report, it indicates that the report has been completed and sent to you.
No Bureau	The Standard Financial report was not ordered in the initial request.
Bureaued	The Standard Financial report has been successfully run against the credit reference company, however, not all checks requested have been completed. For example, awaiting references or further directorship information.
Emailed	The check has been started and the applicant has been sent an e-mail asking them to complete their details on-line.
Queued	The applicant details have been captured but credit reference company data is unable to find an address of the applicant. Queued reports will be looked at by credit reference company and rectified.
Created	A check where only the applicant details have been inputted. Click on the applicants name to jump to the processing page, so you can complete the rest of the details for the check.
Captured	The details of the applicant have been received, however, the details have not successfully run through the credit reference company. Captured reports will be looked at by credit reference company and rectified.
Started	Either partial or all the details of the applicant have been entered, however, the report has not been submitted for referencing.
Cancelled	The check has been cancelled. Checks can be cancelled if they are at status Created or Started. You cancel a check free of charge from the Check Progress page by clicking on Cancel in the Links column.

Link Type

Link Type	Description of Report Ordered
Cancel	Shows against checks that are at Status Started or Created. You can cancel a check by clicking on the Cancel link.
Refs	Shows references that have not been sent.
Ref's(1/0)	Shows that only one reference has been sent out and no reference reply's have been received.
Ref's(2/1)	Shows that two references have been sent out and only one reference reply has been received.

Targeting Addresses:

Most addresses can be targeted easily using the house number or name and postcode.  However, some addresses are more difficult to find. The following guidelines will help you in targeting unusual addresses:

1.         Keep it simple.  Minimal input will achieve maximum returns.  By using the three key elements of an address, you stand a better chance of targeting it than if you input the entire address.

Key elements are:

• House number/house name/flat number
• Street/building name
• Town

2.         A house number over-rules a house name and flat number:  Example:

Address	What should be keyed
Mrs Sheila Simmons	Mrs Sheila Simmons
Thatchcroft	Not needed
28	28
Helpsron Road	Helpsron Road
Ailsworth	Ailsworth
Peterborough	-not necessary
Cambs	-not necessary

3.         When there are multiple numbers, think like the postman, ask yourself: which letter box? Use this as the house number.

            In the example below, Mrs Julie Rowland lives at flat 2 of City House. When entering her address details, 157 and Derby Road are unnecessary. A postman would know that letters need to go through the letter box at 2, City House, Derby Road, Basford. Therefore the three important address elements are the flat number 2, the building name City House and the town Basford.

Address	What should be keyed
Mrs. Julie Rowland	Mrs Julie Rowland
2	2
City House	City House
157	-not necessary
Derby Road	-not necessary
Basford	Basford
Nottingham	-not necessary

4.         London addresses must have the first part of the postcode. On most of the systems we use you can miss out the town name and type the first part of the postcode in the town field.

Address	What should be keyed
Mrs. Patricia Horton	Mrs Patricia Horton
1	1
Berners Mansions	Berners Mansions
34-35	-not necessary
Berners Street	-not necessary
London	W1
W1A 3T8	-not necessary

5.         A street may not always be a street! You will sometimes need to put a house name into a street field.

Address	What should be keyed
Mr. James Young	Mr. James Young
7	7
The Cloisters	The Cloisters
11	-not necessary
Melbourne Mews	-not necessary
London	SW9
SW9	-not necessary

6.         Some rural addresses have many elements but actually only require 2 key elements.

            In the example below the address can be targeted using just the House Name and Locality.

Address	What should be keyed
Mr Mike Mason	Mr Mike Mason
Manor Barn	Manor Barn
Manor Croft	-not necessary
Long Whatton	Long Whatton
Lincolnshire	-not necessary
LN3 1XP	-not necessary

            And in this example the address can be targeted using the House Name and Postcode.

Address	What should be keyed
Mr Mike George	Mr Mike George
Mill Farm Cottage	Mill Farm Cottage
Hargham Road	-not necessary
Northants	-not necessary
NR17 1DT	NR17 1DT

Still not able to target an address?

Contact a CVI representative by calling 0845 130 2481 or e-mailing contact@cvinsight.co.uk.