To help make your transition from Certn Legacy to CertnCentric as straightforward as possible, we’ve prepared this guide to walk you through the migration process, highlight key changes, and answer common questions you may have along the way.
You can also watch our CertnCentric product demo: end-to-end screening process for a walkthrough of the platform and to familiarise yourself with your new dashboard.
Log into your client portal via: client.certn.co
You no longer need to contact a general Customer Support email to get help. For questions about processes, turn around times or how to accomplish things within CertnCentric, use the AI chatbot located in the bottom right corner of your client portal or this help article.
If you do require assistance, you’ll have a dedicated point of contact on our Customer Support team. Please refer to your migration email for your dedicated support contact details.
Setting up your new platform
Certn's goal is to provide the same or better functionality than the previous platform. Some workflows may look different, but if you find a feature you rely on is missing or changed, let us know.
What's changing?
Certn will automatically migrate some important information into your new client portal, such as users, units and SLAs. There are a few important changes to terminology that will be of note:
- Teams are now referred to as Groups: You can organize your cases into groups.
- Certn is sunsetting the Digital Reference product that was available on Certn Legacy. Order a Reference check on CertnCentric.
- Certn is sunsetting the Softcheck product that was available on Certn Legacy. Order a Risk Insight Bundle, on the new order screen on CertnCentric.
The process for Employment, Education and Experience Verification checks is largely automated on CertnCentric. Set up a Verification template to customize what is requested of the applicant.
How do I access my historical data?
You have read only access to Certn Legacy. Checks in progress on the Certn Legacy will continue and results will be accessible in the previous platform. You will be required to download all reports and certificates for reports in Certn Legacy, as they will not be migrated to CertnCentric.
Frequently Asked Questions
Have additional questions? We are here to help. Ask the chatbot in the bottom right corner to get easy answers to any question you may have or review the Migration Guide FAQs article.
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