Quick Start Guide¶

This guide is designed to help you get up and running quickly with VettingGateway. If you are setting up your organisation for the first time, start with the checklist below before inviting your first applicant.

Before Your First Check¶

Work through the following setup steps in order. Each one links to the relevant settings page.

• Branding — Add your organisation name and contact details. These appear in invitation and reference request emails sent on your behalf.
• Workflows — Configure the stages a profile moves through during vetting. The default workflow works for most organisations, but customise if needed.
• Warnings — Choose which discrepancy checks VettingGateway runs automatically on submitted profiles.
• Automation — Set how often VettingGateway chases applicants and referees. The default is every 3 days — adjust to match your SLA.
• Reference Templates — Review the default templates and create any custom ones your organisation needs. Make sure each template is assigned to the correct period types.
• Custom Bundles — Build the check bundles that match your vetting requirements (e.g. 5-year referencing, DBS, GSAT).
• Invite Users — Add your team members and assign them the appropriate roles and permissions.
• Marketplace — Purchase any credits you need (e.g. DBS, HMRC, DVLA) before starting checks that require them.

Once these are in place, you're ready to invite your first applicant.

Video Walkthroughs¶

The guides below walk through the key workflows visually, step by step.

Navigate your VettingGateway Dashboard¶

Learn how to find and view important metrics like outstanding invites, returned references, allocated profiles, and outstanding tasks.

Inviting an Applicant / Starting a New Check¶

A step-by-step walkthrough of initiating a check, selecting a bundle, and gathering applicant data.

Applicant Journey and Assistance¶

How to navigate the applicant's dashboard, troubleshoot issues, and assist applicants directly if they encounter difficulties.

Processing a Submitted Applicant Profile¶

How to navigate a submitted profile and work through all outstanding requirements.

Sending a Reference Request¶

How to request references, track outstanding requests, and manage communication with referees.

Messaging Your Applicant¶

How to use the messaging feature to communicate with applicants and create message templates.

Completing a Profile¶

How to perform the final checks and mark a profile as complete.