Scheduled Screening is only available on the Premium Tier
1. Navigate to the Scheduled Screening page and click on the "New Scheduled Screen" button:
2. Upload a .CSV file that fits the template provided and has a maximum of 2,000 rows. (Enterprise use cases can support screens of over a million per batch, but the platform is limited to 2,000 rows).
3. Name your search, i.e. Daily Client Screen, or Daily Vendor Screen, or Monthly Employee Screen, etc...
4. Set a time and schedule, select your lists, minimum score and threshold, and click SAVE.
5. Return to the Scheduled Screening page to review your results and use the workflow to retain records