Submit a Job Seeker for Background Screening / Onboarding

KEY TOPICS:

• About the Screenings Tab
• Submit a Job Seeker for a Background Check
• Receipt of Background Check Report
• Submit the New Hire to Third-party Onboarding (Where installed)
• Resubmit Information to the Provider

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Screen a Job Seeker and/or Submit a New Hire for Onboarding

About the Screenings Tab

The Job Seeker detail > Screenings tab serves as the "doorway" for connecting to integrated third-party vendors that provide Background Check (e.g., Justifacts) and onboarding (e.g., EMPtrust) services. The menus displayed here will reflect the information-gathering needs of the particular provider.

Important Note: While balanceTRAK facilitates interactions with integrated third-party providers, each provider will maintain a proprietary portal and associated interfaces, based on the agreement between your organization and the provider.

Submit a Job Seeker for a Background Check

In order to obtain a Background Screening from the integrated provider, the Job Seeker must first complete a BACKGROUND CHECK form.

Quick Reminders:

• Typically, a BACKGROUND CHECK form is sent to the Job Seeker after internal screening is complete. For more, see: Sending Self-Identification and Other Forms to a Job Seeker.
• To review what Forms the Job Seeker has completed, view the completed BACKGROUND CHECK form, or cross-check Job Seeker-provided information, navigate to the Job Seeker detail > Forms tab and: Review Submitted Forms.

Once that information is in hand, navigate to the Job Seeker's Screenings tab. Because some vendors may allow you to select certain options, follow the provided prompts, and click [Submit] to forward the form to the third-party vendor and initiate background screening.

Quick Tip: To be submitted for the check, the Job Seeker will be placed in a corresponding Job Seeker Stage (e.g., HR Review), and either advanced OR dispositioned, based on the check's outcome.

Receipt of Background Check Report

In addition to maintaining Background Check reporting in an external portal, the third-party provider will send an email notification, accompanied by a report, to the balanceTRAK submitter upon completion of the check.

If supported by your provider, click the [View Results] button to see the results of the background screen. This [View Results] button will become available once the report is ready to be reviewed.

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Submit the New Hire to Third-party Onboarding (Where installed)

If your organization currently has an account with EMPTrust,EMPTrust theand a Job Seeker whohas isplaced in the Job Seeker Stage of Hire will display an EMPTrust menu on the Screenings tab.

After confirming that the Job Seeker's Profile and APPLICATION are complete, click the [Submit] button. The EMPTrust system will automatically pull the necessary data over to the vendor's external site for beginning the Onboarding process.

In balanceTRAK, a message will indicate that the information has been forwarded, plus the date of transmission.

Resubmit Information to the Provider

If a submission has been send previously, click the [Resubmit] button to send any updated or additional information.