Background Checks with Protect My Ministry¶
- Protect My Ministry¶
This is a third-party vendor that processes background and credit checks. As part of Volunteer Management, TouchPoint integrates with Protect My Ministry to make it easy for you to request these for your volunteers or employees. Our integration allows you to request these directly from a person’s record in the database.
In order to use this feature, your church will first need to establish an account with Protect My Ministry. Once you have an account, you will be provided a PMMAPIKey.
Required Settings¶
Your System Admin must set up the following settings.
See also
- EnableBackgroundChecks
true
- PMMAPIKey
Your API secret key
Warning
Setting EnableBackgroundChecks=True without entering your PMMAPIKey will result in an error on a person’s Volunteer tab.
Optional Settings¶
Your System Admin can set up the following settings.
- EnableBackgroundCheckLabels
If you want to use labels (for example, to track which department requests a background check), set this to “true”.
See also
- EnableResubmitWithoutEmail
By default, this is turned off. If you want to be able to resubmit background checks without having to reach out to a user again, set this to “true”.
Required User Roles¶
Assign the following roles to the user(s) who will use this feature. Your System Admin can add these roles if they are not already in your database.
See also
- ManageApplication
This is needed to manage the Volunteer Application Review page.
- BackgroundCheck
This is needed to request standard background and DMV checks.
- BackgroundCheckRun
This is needed to request a background check but not view the Report Link. User should have either the BackgroundCheck or the BackgroundCheckRun role, but not both.
- CreditCheck
This is needed only if you need to request credit checks.
Note
If you never run credit checks, you will not need the CreditCheck role.
- ViewApplication
This allows view only access to the Volunteer Application Review page.
Now your database is ready to begin using Protect My Ministry for background checks.
Tip
We have a SQL Recipe for a special Background Check Report. Your System Admin can put into your database if you would like a report that you can run from the blue Toolbar that will indicate if a person has a background check and has columns for each field, such as the Last Date Checked, Approval Status, and more.
Sample Background Check Report¶
See also
Labels in Protect My Ministry¶
If you have an existing account with Protect My Ministry and are currently using Labels on their site, you have the option to use them in TouchPoint as well. This requires adding special settings as well as adding the labels in the Lookups.
The purpose of labels is to distinguish background checks and/or credit checks for different purposes. PMM displays these labels on their billing. Examples: Pre-Employment; Re-Check; Volunteer.
- Setting
Add the follow setting (case-sensitive) and add the value as true:
EnableBackgroundLabels
See also
- Lookups
Add the labels you have in PMM to the Lookups > Misc > BackgroundCheckLabels.
See also
Caution
Make sure the labels in PMM and the labels you add to TouchPoint are the same.
Latest Update |
04/24/2023 |
Added BackgroundCheckRun role