PSBI + Planning Center
A background-check workflow your team can run from Planning Center.
- Configure requirements
- Enroll a person
- Collect authorization
- Approve the order
- See results in Planning Center
- 01Configure
- 02Enroll
- 03Authorize
- 04Review & complete
End-to-end walkthrough
Follow Alex’s background check from setup to completion.
Four steps, with the screens your team will see. Short on time? Watch the 75-second video instead.
Set up your screening requirements.
Configure your role-based screening workflows from the Compliance tab—in just a few clicks.
Role
Selects the screening package — Volunteer, Church Staff, and so on.
Optional tags
Adds requirements such as driving or working with minors.
Move a person through the background-check workflow.
Set the person’s role and any tags, then complete Check Submitted to start their enrollment with PSBI.
Choose their requirements
Set the role and any optional tags on their profile, or from the card using Perform Action.
Complete Check Submitted
Moving the card to Check Submitted tells PSBI to enroll the person. Moving the same card again does not enroll them twice.
Watch progress without leaving Planning Center.
The person receives their own invitation from PSBI. Their Planning Center record carries the current state, a note, and a link straight to the work that needs doing.
Status in Planning Center
The person’s record shows the current background-check status in Planning Center.
Review when needed
When an order needs approval, the PSBI link opens the order for a client administrator to review.
Requirements used
In this walkthrough, the Driver tag adds a motor vehicle record alongside the criminal search.
Results return on their own.
When screening finishes, Planning Center shows the status, completion date, and note.
Automatic write-back
Processing and completion appear without you re-keying them.
One record per person
When you run another screening, the existing record is updated instead of adding a second row.
Keep your team focused on people, not chasing check status.
Set screening requirements by role in Planning Center. PSBI securely handles applicant authorization and information collection, while your team sees progress and review needs where you already work. When an order needs approval, a client administrator reviews it—no automatic employment or volunteer decisions.
Get started
Run this from your own Planning Center.
Submitting this form creates your PSBI account and sends an email to finish setup. Then we’ll work with you to connect your Planning Center organization and validate the configuration before launch.
- No developer, no API keys. You approve one authorization link.
- Screen by role. Volunteers, staff, and drivers each get the checks their role calls for.
- Status where you already look. Results land on the person’s Planning Center record.
- Renewals tracked. Each requirement carries its own renewal date once complete.
Already have a PSBI account? Follow the Planning Center configuration guide.