Applicants / Applications

Topics

• How do I add an applicant to Binti?

• How do I send an applicant a link to their application or password reset?

• How does an applicant access their online account/application?

• What does the Welcome E-mail look like?

• How do I add or change a Family ID / RFA# / License #?

• There is more than 1 application for the same applicant. How do I merge them?

• Is there a way to be notified of duplicate applications?
• I added a co-applicant to a renewal application. Where are their initial requirements?

• How to view Household History

How do I add an applicant to Binti?

• Intake Family
• I’m doing an intake and it won’t let me move forward because it says the applicant’s email is already taken.

Intake Family

If you would like to add an applicant to Binti go to:

Intake Family (top blue tool bar) > fill in mandatory fields (shown with an *). Please fill in as much information as you have. Once the mandatory fields are filled in, select the blue Submit Intake Form button at the bottom of the form, and the applicant will be entered into Binti.

The applicant will show up on the tab that correlates to the status selected in the intake. 

(i.e. Applicant will show on Recruiting tab if you choose Recruiting status during the intake)

* If you receive an error that the email address is already in use, please reach out to Binti Support at [e-mail] or chat using the chat icon.  (This is a security measure)*

Recruiting vs. Applying Status

Recruiting stages are new applicants interested in applying such as new inquiries. Can be later changed to applying if your agency determines they are a good fit or have advanced in their application forms. Applicants with applying status may have more progress in their forms and have advanced in their training or have already submitted applications forms / Background checks ETC.

Your agency can determine how to track the status of new applicants. Applicants in Recruiting status are not assigned a Family ID number if used by your agency. Applicants in Applying status are assigned a Family ID number to also help track their progress or as another way to locate their application other than by name.

I’m doing an intake and it won’t let me move forward because it says the applicant’s email is already taken.

When you receive an error message that says that the email address is already taken, this means that the applicant’s email address already exists in Binti. There are a few ways to move forward with the intake: you can use a different email address (if possible), you can check the box "Applicant does not have an email address" (note: the applicant will be unable to log in and work on their application until they have an email address on file), or you can chat in to Support for further assistance.

 

How do I send an applicant a link to their application or password reset?

Applicants can receive their "Welcome Email" directly from agencies. To do so, navigate to the Applicant Data page and select the "Send Welcome Email" button. This button will only appear if the family has never received the email.

In the event that the family has previously received the link or logged into their application you may send a password reset email. The password doesn't have to be reset, but this is another way to allow the family to re-access their application. 

How does an applicant access their online account/application?

• 1. Applicant in Binti: Primary applicant's email is listed
• 2. Applicant in Binti: Primary applicant's email is not listed
• 3. Applicant not in Binti

An applicant's access to their online account/application is linked to the primary applicant's email address. If a primary applicant's email address has been added to Binti it will be housed under the Edit Application page. The email address can also be viewed in Applicant Data. 

1. Applicant in Binti: Primary applicant's email is listed

When the applicant uses the link to access their account/application, they will be promoted to create a password.  The primary applicant will use this password and their email address to login each time.  Co-applicants will also need to use the primary applicant's email address and password to login and complete Applicant 2 / Applicant B items.

2. Applicant in Binti: Primary applicant's email is not listed

An email may be added to applicants that were entered into Binti without one initially. This can be done within "Edit Application" as shown below.  The primary applicant will be invited to their application and can set up their login after the email has been added successfully.  Co-applicants will also need to use the primary applicant's email address and password to login and complete Applicant 2 / Applicant B items.

3. Applicant not in Binti

If the applicant is not in Binti, your Agency should have a sign-up link (specific to your Agency) that you should send to the applicant so they can create an account and start the application process.

If you don't know your Agency's sign-up link, please reach out to Binti Support ([e-mail]). 

(If a link is sent to the applicant and it's not correct, they will receive an error message.)

When the applicant creates their account/application, they will be promoted to create a password.  The primary applicant will use this password and their email address to login each time.  Co-applicants will also need to use the primary applicant's email address and password to login and complete Applicant 2 / Applicant B items.

Related question: is there a way to know on what date an invite link to Binti was first sent to a family for them to start re-approval?

Answer: If you have a family pulled up on the application dashboard > Actions (last column) > Applicant Data > see 8th field, Invite Email Sent At  (screenshot attached).

 

What does the "Welcome E-mail" look like?

Welcome e-mails that are generated for applicants generally look like the message below and include a link for applicants to create their accounts by first creating a password for themselves. Afterwards, applicants may begin their applications and follow the messages on their accounts to continue with the process.

 

How do I add or change a Family ID / RFA# / License #?

Family ID's / RFA#'s / License #'s are automatically assigned once the application's status is changed from recruiting to applying, but Binti Support can change the requested Family ID / RFA# / License # (at any point in time).

Binti Support can be reached via the chat function (bottom right hand corner of your screen) or via email at [e-mail].

 

There is more than 1 application for the same applicant. How do I merge them?

Our Binti support team will assist you in merging any duplicate applications.  They have the tools to take care of meeting this need within a few minutes time and can be reached by email ([e-mail]) or by chat.

Binti support will need the following information to complete a merge:

1. Names (as they show on the applications to be merged) or Family ID / RFA# / License #.
2. Which application you wish to remain as the primary application.
3. If any duplicate applications house an email address that you want to be used in the primary application, they will also need to know this.
4. If your Agency has a CWS CMS Home ID, the Home ID that should remain should also be identified.

All other information that lives in the duplicate application(s) will be merged into the primary application (including documents). 

Percentages on the application dashboard will automatically adjust to reflect this merge of information. 

Duplicate application(s) will be removed from Binti by the support team.

Applicants will not be affected by this merge (unless an email adjustment had needed to be made & wasn't communicated).  Otherwise, when they login to their Binti account, they will only have access to this newly merged application.

Is there a way to be notified of duplicate applications?

There are no notifications from the dashboard or home page; however when you go to Applicant Data, if the address or phone number is the same as another application, it will provide a link to the duplicate with that matching information. (If it is within your agency)

I added a co-applicant to a renewal application. Where are their initial requirements?

When a co-applicant is added to a home when the home is already approved and in renewal status, Binti does not back track the initial trainings (or any other initial requirements) that the newly added co-applicant will need to take to become licensed. When a co-applicant is added to a home in renewal process, their initial/pre-approval requirements (namely trainings, and documents) need to be tracked outside of Binti. Any documentation can, however be stored in Binti in the Other/Misc Docs section of the application they were added to.

How to view Household History

When an applicant or other adult is added to or removed from a home, the information is recorded on the View Household History page. This can be accessed from the Applicant Data page by clicking on the “View Household History” link, located between the co-applicant and other adults sections as shown below: