Tracker provides verifications via TrustID to accomodate the digital Right to Work process.
Credits
In order to send Background Checks, your Tracker system must have Background Check Credits available so the first step is to purchase credits. These can be purchased within Tools & Settings by selecting 'Manage Licenses' from the Tools Home.
Adding the Background Check Record Block
From the Layout designer within the Candidate record screen, you will now see a record block called 'Background Checks' that you can add to your layout.
For more information on using the Layout Designer, click here.
Sending Background Checks to be Completed
When credits are available, users will have access to add a Background Check via the candidate record.
Upon adding a new Background Check, you will be prompted to choose the type of check desired from a list of available options:
Creating the request will add a record to the grid and produce a unique link which can be sent out to the candidate. It is best practice to create a Standard Template within which you can add the unique link. For more on creating Standard Email Templates, click here.
When a candidate follows the link, they will be taken to the TrustID portal:
Reviewing Background Checks
Within Tools & Settings, in the Onboarding section, you will see an option for Background Checks
Within the Candidate Background Checks area, you'll find a list of all checks and all statuses.
Manually Verifying a Candidate
There may be occasions when a Face to Face Onboarding is required, such as in the example below:
For this scenario, select the airplane icon and send this to a Contact record for face to face Onboarding:
Upon following the link, the recipient will be taken to a screen like the one shown below:
Once successfully completed, you will now see that the Manual Check is Confirmed:
Running Reports Related to Candidate Background Screenings
We have added a new Report View called 'Candidate Background Checks' which will help you create custom reports which will return this important data.
From the Reporting area, simply click the button to create a new report:
Within 'Candidates' you will have a new option for Candidate Background Checks
Within this Report View, you will have access to the following sections:
If you do not see this Report View, be sure to reach out to the Tracker Support team.
