How to Conduct Standard DBS Checks Using Templates with Zinc

At Zinc, we make it simple to conduct Standard DBS criminal checks. To make it even easier, here's a step by step guide on how to set those checks up and how to keep track on those applications. ## Step one: Create a package You will want to navigate to the [Packages](app.zincwork.com/packages) page first. In the top right corner, you will see a button that says **Create new package**. ![how-to-conduct-standard-dbs-checks-using-templates-with-zinc-1](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-conduct-standard-dbs-checks-using-templates-with-zinc-1.jpg) Click the option for **Templates**. To find one that is ready for Standard DBS checks, simply type in the search bar **Standard**. Look for a template that mentions Standard DBS checks. ![how-to-conduct-standard-dbs-checks-using-templates-with-zinc-2](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-conduct-standard-dbs-checks-using-templates-with-zinc-2.png) If you aren't sure if your package is set to a Standard DBS level, contact your Account Manager or our Customer Support team and they can double check. Once you have found one you want to use, click **Use Template** to get started. ![how-to-conduct-standard-dbs-checks-using-templates-with-zinc-3](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-conduct-standard-dbs-checks-using-templates-with-zinc-3.gif) ## Step two: Finish package setup After you've selected the template, you will need to finish the package set up by adding the name of the package. ![how-to-conduct-standard-dbs-checks-using-templates-with-zinc-4](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-conduct-standard-dbs-checks-using-templates-with-zinc-4.png) Then, you can edit any of the checks you don't want to conduct or add in any more if needed while seeing the pricing of each check and the total on the right hand side of the screen (for Pay As You Grow customers only). ![how-to-conduct-standard-dbs-checks-using-templates-with-zinc-5](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-conduct-standard-dbs-checks-using-templates-with-zinc-5.jpg) Optionally, you can add in rechecks after editing the checks. If you need annual rechecks to candidates within the package, this is the time to add this in, or you can select **Don't remind me** if you don't need this. ![how-to-conduct-standard-dbs-checks-using-templates-with-zinc-6](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-conduct-standard-dbs-checks-using-templates-with-zinc-6.jpg) Finally, you can customise the candidate note that will display at the top of the candidate's submission page so feel free to add in any instructions you need to help your candidates. ![how-to-conduct-standard-dbs-checks-using-templates-with-zinc-7](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-conduct-standard-dbs-checks-using-templates-with-zinc-7.jpg) If you have any team members you would like to subscribe to this package, where an individual user will be notified about updates to this check, you can add this in after customising the note. ![how-to-conduct-standard-dbs-checks-using-templates-with-zinc-8](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-conduct-standard-dbs-checks-using-templates-with-zinc-8.jpg) That's it! Now the package is all set up for you to use! ## Step three: Request checks Now that you've set up your package, you're ready to send checks your candidates. You can find steps on how to request checks [here](https://help.zincwork.com/hc/hm54ky7yrc/article/b1feb366-how-to-make-a-new-request-within-zinc-and-resend-candidate-links). Once you've sent the requests, your candidates will begin completing their checks. ## Step four: Tracking and queries While the background checks are being processed, you can easily monitor the progress of each DBS check. ### How to track your checks - Look for the E0 Application reference number on the candidate's report in the criminal check section - You'll also need the candidate's date of birth ### What if I can't find the E0 Application reference number? If you can't see this number on the candidate's report, it usually means the DBS is double-checking the application details. 1. Check your email for any messages from our Customer Success team. 2. If you haven't received an email, feel free to contact our Customer Success team through: - Email - Live chat on our website Our team will let you know if we need any additional information to move the check forward. ## Step five: Get those results! Once the check is completed, you will be notified automatically by Zinc and you can view the results on the candidate's report. If you need to review a **Consider** result, contact the candidate directly as they will have further information.