Yes, you can review the information supplied by a candidate during their MySource process or received via your ATS/HRIS integration. Here’s how:

Log in to SourceDirect.

Navigate to the Profiles tab.

Locate the candidate's profile.

Click on the profile to open it.

Find the blue buttons at the top of the profile screen.

Click on the "Full Subject" button.

The "Full Subject" button provides the information given by the candidate during their data entry/compliance process or passed over from your ATS/HRIS integration. If you manually enter a subject into SourceDirect, this is where you can see the information you entered. The number of sections displayed depends on the package or services processed for the subject. Sections are accordion style; click on them to expand and view the data.

Additionally, you can download the full information by clicking the blue download button if needed.

Yes, you can view all compliance files completed by the subject during their MySource process. This includes documents such as the Authorization for Background Check and Consumer Report Disclosure Regarding Background Check. Additionally, any other attached files, like an Electronic Chain of Custody form for drug and/or occupational health services or a copy of a Pennsylvania Motor Vehicle Report, can be found by following these steps:

Log in to SourceDirect.
Navigate to the Profiles tab.
Locate the candidate's profile.
Click on the profile to open it.
Find the blue buttons at the top of the profile screen.
Click on the"ViewFiles"button.

From here any file that has been made visible will be available to you. You can view each file and download them as needed.

Yes, you can reset your SourceDirect password yourself by following these steps:

Go to the SourceDirect website: https://accusourcedirect.com.

Click on "Forgot Password" below the "Sign In" button.

Enter your username and click "Reset Password".

Check your email for a new login token, which will be sent to the email address associated with your username. The token is valid for 24 hours, so we encourage you to complete the reset process as quickly as possible.

Click the link provided in the email to reset your password. If the link does not work, try copying and pasting it into the URL field of your internet browser.

DO’s and DON’Ts for Password Reset in SourceDirect:

DO:

DON’T:

Tip: You might try using a password generator and password manager like LastPass or Google Password Manager to maintain these.

I know it can be frustrating but to protect the secure data in our system, we have implemented strict security measures around access. If you find yourself locked out, you can regain access after 1 hour without any attempts to log in.

How It Works:

If you try to log in at 1:00 PM and then again at 1:58 PM, the timer resets because it hasn't been a full hour. You'll need to wait until at least 2:59 PM to try again.
Ensure you wait a full hour without any login attempts to regain access.

Steps to Follow:

If You Still Can't Gain Access:

We have a dedicated Drug and Occupational Health team to handle all related questions. You can reach them through the following methods:

• Phone: Call 866-276-6161 and select the option for Drug Screening and/or Occupational Health.
• Email: Send your inquiries to drughealthrequests@accusourcehr.com.
• Live Chat: Choose the "Drug and Occupational Health Team" option when asked, "Which department are you trying to reach?"

Our preferred method of payment is ACH (Automated Clearing House). This easy-to-use process avoids credit card payment convenience fees.

Click here for more information about ACH payments

• Our live chat connects you with our Customer Success Team or Drug and Occupational Health Team, dependent upon your support request.
• After clicking the chat bubble and entering your basic contact information, you will be asked "Which department are you trying to reach?" with a dropdown that offers the option of selecting either our Customer Success Team or the Drug and Occupational Health Team.  

Download AccuSourceHR W-9

• The blue header bar of each screen (Profiles, Orders, etc.) in SourceDirect allows you to sort in alphabetical or numerical order depending on the column you choose.
• You can also filter any screen (Profiles, Orders, etc.) in SourceDirect by using the empty row directly below the blue header bar. 
  • For example, to filter the Subject Name to locate anyone who has “Jones” in their name, click into the empty cell below the Subject Name header, type Jones and press the enter key on your keyboard.  The screen will then filter down to anyone with Jones in that field.  

Note: The "Actions", "SSN", and "Country ID" columns do not allow filtering.

• To filter a specific date range you can select either the Created Date/Time column or the Completed Date/Time column and click into the empty cell below either of those column headers.  After the date and time picker displays the specific date range you want, click Apply
  .
• The system shows 25 items on the screen at a time but can be expanded by clicking on the 25 and changing it to any number up to the total available, which is displayed next to the 25.
• You can download the sorted/filtered data to an Excel spreadsheet by clicking the "Download" button.
  

Candidate invites are sent on the first day of registration and daily thereafter until either the registration period expires, or the candidate completes and submits their MySource process.

• The default registration period is 15 days from the registration date. After deactivation, the profile status will change to "Failed to Register."
• The client user who registers a candidate receives notifications at 5, 10, and 15-day intervals from registration to inform them of the candidate's MySource process status.
• If you prefer a shorter timeframe for your candidates to complete their MySource process, the account owner/primary contact can reach out to Customer Success via email customersuccess@accusourcehr.com; phone (866) 276-6161; or Live Chat via your SourceDirect platform to complete an Account Update Form to adjust the expiration period.

NOTE: If you change the default registration timeframe, consider adjusting the notification timing (5, 10, and 15 days) to align with the new expiration period.

A client user can resend an invite in two ways while the profile status is still "Awaiting Subject":

1. From the Profile tab, click the gear icon under the Actions column for the candidate.
2. Two options will appear:
   • Resend Invite : This triggers the system to automatically resend the existing invite to the candidate.
   • Copy Invite : This copies the existing invite to your clipboard, allowing you to paste a link to it into an email and send it directly to the candidate.

The gear icon offers different options depending on the profile status:

1. If the profile status is "Awaiting Subject":
   • Resend Invite: Sends the existing invite to the candidate.
   • Copy Invite: Copies the invite to your clipboard for manual email sending.
   • Cancel Profile: If you ordered the wrong package or the subject is no longer interested in the position, etc., you can cancel the profile. This changes the profile status to "Canceled" and invalidates the original invite. Inform the candidate to delete the invite to avoid confusion with any new invites that might be sent if you register them again for a new package, etc.
2. If the profile status is "In Progress" :
   • Start New Background : Creates a new profile using information from the existing background. All data is prepopulated, and you can edit details such as packages and services before submission. You can also adjust the contact method and data entry preferences.
     NOTE:
     • Make sure you uncheck any packages/services you do not want on the new profile and select the ones to be included.
     • Be sure to thoroughly check all data on every screen to ensure it correctly reflects your intended content, before submitting.
     • Using this process does not change anything in the original profile in progress.
3. If the profile status is "Completed" :
   • Preview Report: View the completed report on the screen.
   • Download Report: Download a copy of the completed report.
   • Interactive Report: View the report in a different HTML format.
   • Start New Background: Initiate a new profile for the same candidate, prepopulated with existing details for easy editing.
   • Pre-Adverse Action: If you are contracted for AccuSourceHR to facilitate the sending of your pre- and adverse action letters, use this option to initiate the process and trigger the pre-adverse action letter.

If your current contract does not include AccuSourceHR managing processing of your pre and adverse action letters, but you would like to add this service, please reach out to Customer Success via email at customersuccess@accusourcehr.com; phone (866) 276-6161; or Live Chat via your SourceDirect platform.

In SourceDirect, select the "Support" option in the blue menu bar at the top of the screen. 

Selecting this option will open a box displaying this link: "Click to Download Known Court Delays"

Clicking this link will download a document maintained by our Operations team, detailing known court delays nationwide.

The following convenient options are available:

Training Videos

SourceDirect Platform Demo

MySource Applicant Questionnaire Tutorial

Bi-Weekly Live System Training

AccuSourceHR Live System Training
Every Thursday @ 8:00 am PT (11:00 am ET)
Please join the meeting from your computer, tablet, or smartphone on the appropriate date/time.

AccuSourceHR Live System Training

Yes, once you’ve sorted and filtered a tab to your desired criteria, you can check above the blue column header bar to see how many orders (on the Orders tab) or profiles (on the Profiles tab) match the filter. If the result exceeds the default 25, click the field displaying "25" and change it to a higher number, up to the total listed, then press enter to display all the information. After all data is visible, click the "Download" button to export the results to an Excel file for internal reporting or further analysis. Many clients use this feature to track how many profiles were completed during a specific timeframe.On the Orders tab, you can generate ad hoc reports to track how many orders for a specific service were processed and for which candidates. First, sort and filter by the desired date range using the "Created Date/Time" or "Completed Date/Time" fields. Then, add a search parameter in the "Service Name" field (e.g., "Motor Vehicle" for Motor Vehicle Orders or however the service is named for your account). To narrow the results further, you can also filter by "Order Status" (e.g., "Complete"). This will give you a report showing how many Motor Vehicle Orders were completed within the selected timeframe.

Sorting and Filtering: Each section of SourceDirect offers various sorting and filtering options to help you locate information quickly.

Using the Profiles Tab: The Profiles tab is the most used, as it displays all ordered, processing, or completed information for a particular subject.

Sorting by Column: On any page, click the blue column header to sort data in ascending or descending order. For example, clicking the "Created Date/Time" header will sort profiles by their creation date.

Filtering by Column: If a blank row appears under the blue column header on any tab, use it to filter data. For example:

• To view all completed profiles, type "Complete" under the "Profile Status" column, and press enter.
• To view flagged profiles, click into the “Flagged” field and select “Flagged” from the drop-down optio
  
  

• To find a specific subject, type all (last name, first name), or part of their name in the "Subject Name" column and press enter. The search accepts truncated information and populates results based on what you provided so if you are searching for John Jones, and you type Jon and click enter, you will get back everyone who has “Jon” in their name. If you type, Jones, John you will get only those who were entered as “John Jones”.

Note: Any filter you apply will remain active until you remove it, even after logging out and back in. To reset the filter, click "Reset Filter" above the blue column headers.

Yes, they can. Click the "Column Settings" button above the blue column header bar to view all available columns. From there, you can select or deselect columns to show or hide them. These changes are specific to your login and will remain until you make further adjustments. If you later want to add or remove columns, simply return to the settings, make the changes, and save them.

We have a Client Education page that provides valuable resources to our clients at no cost. It includes up-to-date information on federal, state, and local compliance, as well as sample authorization and disclosure forms, and pre- and adverse action letters. These can be reviewed by your internal compliance team and customized as needed. You can access the Client Education page here: Client Education.

Note: If you currently handle your pre- and adverse action process internally, we offer a paid service to send those letters on your behalf. For more information, please contact our Customer Success team.

That’s absolutely correct—marijuana laws are changing quickly, not only on a state-by-state basis but also at the locality level. We have a State Marijuana Legislation page on our website, featuring an interactive map that provides marijuana-related information in an easy-to-use format. You can access it here: State Marijuana Legislation.

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