Credits allow you to prepay for usage, ensuring predictable costs while performing actions like a reference request. This article details what credits are, their usage, how to check your balance, what occurs when you're running low or out of credits, and how to top up to maintain uninterrupted service.
What Are Credits?
Credits are prepaid units used for specific actions within Pinpoint, such as sending reference requests. In the near future, you will also be able to perform a range of additional actions, such as video interviews, background checks and interview transcription. Your Pinpoint Credit balance can be used to pay for any of these actions at your discretion.
This means more of your processes can live in Pinpoint, so you don’t need to go to external tools and can avoid separate contracts or invoices.
As the table below sets out, each action consumes a fixed number of credits.
Action type | Credit cost | Trigger |
Reference Check | 5 credits | Sending a reference request to a candidate’s referees. Multiple referees count as just one request. |
Video Interview | Coming soon | Coming soon |
Interview Transcription | Coming soon | Coming soon |
Background Check | Coming soon | Coming soon |
Know what a credit covers
Your credits allow you to use any credit-based action in Pinpoint.
Understand fixed usage
Each type of action consumes a fixed number of credits.
Plan your usage
Your CSM will help you to estimate usage but you can use the credit cost reference table above to help.
When Is a Credit Used?
Credits are deducted when you trigger a credit action. In the case of reference checks, the trigger is made when you click the button to request a set of references for a candidate in Pinpoint. Manually adding data for record-keeping does not consume credits. View the credit reference table above to view the different triggers.
Reference Checks example:
Sending a request uses credits
When you click to send a reference request, credits are deducted at that moment.
For a reference check, bundles count as one request
If your request template includes multiple references, it counts as one request event.
Manual entry does not use credits
Recording an existing reference won't deduct any credits.
Understanding when credits are used allows you to manage your balance effectively, ensuring you can send reference requests when needed.
How Do I See My Credit Balance?
You can check your live credit balance through your billing portal. If you don't have the link, your CSM can provide it. You can also check your latest invoice email received from accounts@pinpointhq.com for the link.
Open your billing portal
Use the portal link provided during onboarding or request it from your CSM.
View your balance
Locate the Credits section for your current balance.
Under development: We will soon support a full credit management portal within Pinpoint. Until this is launched, you can request any of the following details and reports from your CSM:
A CSV export of your credit usage for any timeframe, including which users performed which credit actions and when. This can also be scheduled on a regular basis.
A breakdown of your current credit balance
Keeping track of your credit balance ensures that you can manage your credit-based services smoothly and without interruption.
What Happens When My Credits Are Low or Run Out?
Proactive notices will help you avoid surprises related to your credit usage, and topping up is a quick process.
Low-balance alerts
You’ll receive a notification when your balance reaches a low threshold, such as 25% remaining.
Out-of-credits behavior
If you’ve exhausted your credits, we will notify you immediately and pause credit features in your account. You will still be able to access any information related to actions already performed (e.g. a previous reference request).
Who to contact
Your CSM can assist with immediate top-ups and inform you of any temporary options your plan supports.
Being aware of your credit status helps you to plan ahead and ensures the continuity of any credit-based processes in Pinpoint.
How Do I Top Up Credits?
Topping up credits can be processed at any time. With your first purchase - and at each renewal - your CSM will work with you on an estimation to ensure you have the right amount for the period ahead. If plans change, it’s easy to update your recurring credit amount and top up on the go.
Decide how many credits you need
Your CSM will help with estimations but you can use the credit cost reference table above to help.
Request a top-up
Contact your CSM to add credits to your account. They will confirm pricing and timing.
Confirm activation
Once processed, your billing portal will show the updated balance, enabling your team to send requests again.
Make it a point to keep your credit balance sufficient, so your recruitment process is seamless and uninterrupted.
Do Credits Expire or Roll Over?
Credits are linked to your subscription term. Depending on your plan, there is a rollover window for unused credits.
Check your term
Credits renew on your usual subscription cycle (ie annually)
Understand rollover
All credit subscriptions have a rollover period that depends on your billing cycle. If annual or above, this is 90 days, giving you 455 days to use that allocation of credits until expiry. For sub-annual billing (such as quarterly or monthly), the rollover is 30 days.
Verify your specifics
Your CSM can confirm the rollover window and give recommendations based on your hiring volume.
Understanding your credit policies minimizes waste and allows for strategic resource planning.
FAQs and Troubleshooting
What should I do if I notice my credits are running low?
If you notice your credits are running low, reach out to your CSM immediately to arrange for a top-up before you're out.
Can I transfer credits to another account?
Credits are not generally transferrable between accounts. Each account manages its own balance based on its subscription. If you have multiple Pinpoint accounts under a single subscription, it is possible to share your credit balance across these accounts.
How can I check if my request was sent?
You can verify the status of your reference request in the system, which provides updates on the requests you have sent.
How can I get a detailed summary of our usage?
Your CSM can provide a CSV export of your credit usage for any timeframe, including which users performed which credit actions and when. This can also be scheduled on a regular basis.