Asurint Background Check Integration (v2)

Asurint is proud to be the Premier Partner of Avionté for background screening solutions, offering an easy integration with Avionté's BOLD platform. Asurint helps to deliver an end-to-end view of the hiring process that improves workflow efficiencies, streamlines the recruiting process, and shortens the onboarding cycle so you can hire the right talent with confidence.

The Asurint integration with AviontéBOLD allows you to use their screening services when performing background check requests on prospective talent. Results are delivered to you in a report within the BOLD interface.

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Integration Features

Integration Setup

Marketplace Integration Enablement

Asurint Account Configuration & Validation

Marketplace Integration Configuration

Marketplace Audit

User Level Permissions

Job Requirements

How to Order a Background Check

Mass Ordering Background Checks

Background Check Fee Bill Back

Background Check Management

Talent Audit

Talent Search Terms

Background Check Widget

Expiring Background Checks

Integration Features

• Self-serve integration setup
• Restricted user permissions
• System level background check placement requirements
• Company level background check placement requirements
• In-app ordering
• Mass ordering from talent search
• Background check fee bill back

• Expiring background check monitoring
• Background check talent search terms
• Supporting analyze reports
• Background check data uplifted to BI
• Supporting widgets
• Background check auditing

Integration Setup

This is a self-serve integration — you are able to enable and configure it as long as you have your account credentials from Asurint. Users need the Marketplace Admin user permission enabled in order to enable and configure the integration.

Users who open Asurint from the Marketplace without the Marketplace Admin permission will see the following message:

Marketplace Integration Enablement

You will find the Asurint integration in the Marketplace. Note: there may be two Asurint tiles — make sure to select the one with the description mentioning 2021. From the Marketplace tile you can:

• Receive more information regarding Asurint and the integration offering
• Enable the integration yourself if you are an existing Asurint customer and have your Asurint credentials

Asurint Account Configuration & Validation

To utilize the Asurint integration in BOLD, you will need to enter the following credentials:

• Account ID – Provided by Asurint
• Username – Provided by Asurint
• Password – Provided by Asurint

Click the Verify Account button to validate the configured credentials.

Validation Errors

Validation errors will be displayed in the following situations:

• If required credentials are missing
• If Account ID is invalid
• If Username is invalid
• If Password is invalid

Marketplace Integration Configuration

Once your Asurint account is validated, you will need to complete your integration configuration.

Property	Value	Description
Show All Packages [Yes/No]	Yes	Gives users the ability to order any configured packages for the account.
	No	Restricts ordering to only the packages configured for the order location selected when requesting the background check.
Bill Transaction Type	Dropdown	List of transaction types synced to BOLD from Classic. Used as part of the background check fee bill back feature.
Consent Type [Provider / Staffing Company]	Provider	The background check provider will be sending the consent form to the talent.
		Requires the following talent data to place an order: First Name, Last Name, Email Address, Phone Number
	Staffing Company	The staffing company will be sending the consent form to the talent.
		Requires the talent to complete a consent form before the system will allow an order. Logged on Talent > Screening Page: Consent Toggle = Yes, Consent Date logged.
		Requires the following talent data to place an order: First Name, Last Name, Email Address, Phone Number, Address, SSN, Date of Birth
Default Package Expiration	Numeric	Allows you to set a default value (in days) that will pre-populate in the New Background Check aside when ordering a background check for a talent.
Location ID	Provided by Asurint	Each Asurint location ID needs to be mapped to a BOLD office.

Marketplace Audit

Changes to the integration configuration are tracked in the Marketplace Audit. You can filter the audit based on:

• Integration
• User
• Date Range

A search field is also available to perform keyword searches within the Marketplace Audit.

User Level Permissions

User level permissions help ensure that users have the proper access to background check data and features. By combining these permissions in BOLD, there is more flexibility in the level of access given to a user. For example:

• A user could have the ability to order and view results
• A user could have only the ability to order
• A user could have only the ability to view results
• A user could order a background check without being able to bill back the fee to the company

Property	Value	Description
Recruiter Review Access	True	User will be able to edit the background check Recruiter Review Status.
	False	The background check Recruiter Review Status is visible but not editable to the user.
Request Background Check	True	User will be able to order background checks.
	False	User will be unable to order background checks.
View Background Check Results Report	True	User will be able to view results of background checks. The View Report option will be visible in the Talent > Screening page, background check widget, and expiring background checks widget.
	False	User will be unable to view results of background checks. The View Report option will not be visible in the Talent > Screening page, background check widget, and expiring background checks widget.
Bill to Company	True	User will be able to add company billing transactions for the background check fee, and edit existing billing transactions that aren't in a closed time entry batch.
	False	The background check billing information will be visible but not editable.

Job Requirements

System Level Job Requirements

You can configure system level background check requirements that apply to every placement made in BOLD.

Navigate to Utilities > Table Editor > New Filled Job Requirements – Integrations

Configuration Steps:

1. Select a package from the dropdown.
2. Click +.
3. Specify if the package is required to be passed or completed:
   • Passed – Validation will require the talent have the package completed and designated a "Passed" recruiter review status.
   • Completed – Validation will require the talent have the package completed.
4. Specify the "Within Days" value — the lookback period for a valid background check.

Company Level Job Requirements

You can configure company level background check requirements that apply to placements made for jobs with the company requirement set.

Navigate to the Company you would like to set these for and click the Requirements tab. Click Create New Requirement Group and locate the Asurint option on the page.

Configuration Steps:

1. Select a package from the dropdown.
2. Click +.
3. Specify if the package is required to be passed or completed:
   • Passed – Validation will require the talent have the package completed and designated a "Passed" recruiter review status.
   • Completed – Validation will require the talent have the package completed.
4. Specify the "Within Days" value — the lookback period for a valid background check.

Placement Validation

Upon placing a talent who doesn't meet either the system or company level job requirements, an error will be displayed in the placement flyout.

How to Order a Background Check

The Create Background Check flyout and talent data requirements change based on the Marketplace Consent setting.

Data Transmitted to Asurint

• First Name
• Middle Name
• Last Name
• Email
• Mobile Phone
• Address (Lines 1 and 2)
• City
• State
• Zip
• SSN

Send a Single Background Check Request – With Provider Consent

1. Navigate to the Talent profile.
2. Select the Screenings tab.
3. Click Create New Background Check. The Create New Screenings flyout opens.
4. Enter required talent data — fields will pre-populate with talent data if it exists:
   • First Name
   • Last Name
   • Email
   • Mobile Phone Number
5. Select Location — only displays offices configured with a Location ID in the Marketplace that the current user has access to.
6. Select Package — multiple packages can be ordered at one time.
7. Set Expiration Days:
   • The number of days before a user can order the same package again
   • Prevents duplicate orders
   • Determines when the order shows on the Expiring Background Checks widget
8. Click Submit & Save Talent. If talent data was entered or updated in the flyout, it will be saved back to the talent record.

Send a Single Background Check Request – With Staffing Company Consent

1. Navigate to the Talent profile.
2. Select the Screenings tab.
3. Click Create New Background Check. The Create New Screenings flyout opens.
4. Enter required talent information — fields will pre-populate with talent data if it exists:
   • First Name
   • Last Name
   • Email Address
   • Mobile Phone
   • Street Address
   • City
   • State
   • Zip
   • SSN
   • Birth Date
   • Driver's License Number and State
5. Select Location — only displays offices configured with a Location ID in the Marketplace that the current user has access to.
6. Select Package — multiple packages can be ordered at one time.
7. Set or confirm value for Expiration Days:
   • The number of days before a user can order the same package again
   • Prevents duplicate orders
   • Defaults to the value entered in the Integration Configuration, if one was set
8. Click Submit & Save Talent. If talent data was entered or updated in the flyout, it will be saved back to the talent record.

Order Request Validation Errors

When there is an issue with the talent's data that would cause failure in creating an order with Asurint, an error will be displayed in the flyout.

Example: Incorrect education "To" value — Incorrect Value: 2020

Mass Ordering Background Checks

Mass background checks can be ordered from three places in BOLD:

Talent Search

1. Navigate to the Talent search page.
2. Select up to 15 talent. If more than 15 are selected, you will receive an error when ordering.

Job > Nominated

1. Navigate to a job candidate screen.
2. Under the Nominated section, select up to 15 talent. If more than 15 are selected, you will receive an error when ordering.

Job > Pipelined

1. Navigate to a job candidate screen.
2. Under the Pipelined section, select up to 15 talent. If more than 15 are selected, you will receive an error when ordering.

Mass Ordering – With Provider Consent

1. Click the Mass Background Check mass action.
2. Select or verify Location, Package, and Expires (days) values.
3. Click Continue.

4. A data validation check runs to confirm if the selected talent records have all required data elements to place the order.
   • If required data is missing, those talent records will be displayed in the flyout
   • The flyout will display the number of records that need to be updated
   • Links to talent records are provided for quick navigation
   • Missing required information will be highlighted
   • Click Continue to page through the talent records that require updates

5. Once all required talent data has been entered, you'll receive a message in the flyout instructing you to submit the order.

6. A confirmation message will display the number of successful and failed orders:
   • Successful orders displayed in green
   • Failed orders displayed in red
   • Errored talent listed in the flyout
   • Expand the screen to see detailed error information
   • Depending on the error, you can fix the issues and click Reprocess Failed Requests to order again

Mass Ordering – With Staffing Company Consent

1. Click the Mass Background Check mass action.
2. Select Location, Package, and Expires (days) values.
3. Click Continue.

4. A consent validation check runs to confirm if the selected talent records have completed a consent form. This checks against the Consent field on the Talent > Screening page.

5. A data validation check runs to confirm if the selected talent records have all required data elements to place the order.
   • If required data is missing, those talent records will be displayed in the flyout
   • The flyout will display the number of records that need to be updated
   • Links to talent records are provided for quick navigation
   • Missing required information will be highlighted
   • Click Continue to page through the talent records that require updates

6. Once all required talent data has been entered, you'll receive a message in the flyout instructing you to submit the order.

7. A confirmation message will display the number of successful and failed orders:
   • Successful orders displayed in green
   • Failed orders displayed in red
   • Errored talent listed in the flyout
   • Expand the screen to see detailed error information
   • Depending on the error, you can fix the issues and click Reprocess Failed Requests to order again

Background Check Fee Bill Back

You can bill back background check fees to your customers from the Talent > Screening section in BOLD. This can be done from either the Create Background Check aside or the Background Check Details aside.

Note: A user must have the Bill to Company user permission enabled to create a billing transaction: Account & Settings > User Profile > Edit Access > Asurint > Bill to Company = True

Create Billing Transaction from the Create Background Check Aside

When ordering a new background check, there is a $ button along each package line item. For packages where the fee is being billed back to the customer, click the $ button to create a billing transaction.

Note: To cancel the billing transaction for a package, click the red $ button.

Note: Users who don't have the Bill to Company user permission will not have the $ button in the aside.

Create Billing Transaction from the Background Check Order Details Aside

For an existing background check order, click the Details button to open the aside.

Note: Users who don't have the Bill to Company user permission will be able to view existing billing information, but will not be able to edit it.

From both asides, you will need to complete the entire billing form to create a billing transaction.

Field	Description	Note
Company Name	Customer that the fee is being billed back to	This field automatically searches and returns a list of company names based on the value entered. Value must be at least 3 characters to return results.
Company Office	Customer office that the fee is being billed back to	Based on the Company Name selection, the Company Office dropdown will populate with the company's associated offices.
Accounting Period	Accounting period that the customer should be billed for the background check fee	Dropdown provides up to 15 accounting period options.
Bill Amount	Amount that the customer should be billed for	Bill amount must be greater than zero.
Bill Transaction Type	Transaction type used to display the background check fee on the invoice	The Bill Transaction Type value will default from what is selected in the Marketplace.

Sync to Back Office

Upon clicking Save, the transaction will be created and stored in Back Office. The billing transaction is a one-way sync from BOLD to Back Office.

The billing information remains editable in the front office until the transaction in Back Office is associated with a closed time entry batch, at which point the record will be permanently locked.

Deleting the Billing Transaction from BOLD

If there's a need to delete the billing transaction from the front office before it's associated with a closed time entry batch, update the bill amount to 0 and the Back Office transaction will be removed.

Background Check Management

Several tools are available to help you manage background checks and results efficiently so you can place talent on jobs quickly.

Talent Screening Page

Once a background check is ordered, it will be added to the Talent > Screening page.

Features & Field Definitions

Field	Description
Consent Fields	Used to indicate if the talent completed a background check consent form.
	If the Marketplace consent setting is set to Staffing Company and the Talent Given Consent field is set to No, the Create a Background Check button will be greyed out.
Table Filters	Allows you to filter orders by provider, package, status, and score.
Provider	Displays the provider the background check was ordered through.
Order Date	Date the background check was ordered.
Completed Date	Date results are received from Asurint.
Package Sent	Name of the package ordered.
Status	The current state of the order.
	Status Values: Sent, Pending Signed Consent, Pending Talent Action, Pending Recruiter Action, Results Pending, Completed
Score	Custom score value sent back from Asurint.
Adverse Action	A dropdown field that allows for manual tracking of the pre-adverse action status of an order.
	Status Values: Initiated, Contested, Cleared, Adverse Action
View Report	Gives the user access to the detailed results on Asurint's site.
	The report button will be displayed upon submitting the order to the partner.
	Users will only be able to view the report if they have the proper access through their account with Asurint.
Details Button	Displays additional order information.
Expires On	Displays the date the order will expire on.
	Once the expiration date has passed, the package can be ordered again for that talent.
	The date can be edited if needed.
Recruiter Review	Status Values: Not Reviewed, Meets Requirements, Doesn't Meet Requirements
	Automatically set to Meets Requirements if the score sent back from Asurint is "Passed".
	Automatically set to Doesn't Meet Requirements if the score sent back from Asurint is "Failed".

Talent Audit

Changes made to background check orders — from either the user or Asurint — are tracked in the talent audit.

Talent Search Terms

Background Check Consent

Background Check Consent search terms in BOLD allow you to search for and find talent based on their background check consent status.

Search Term Options

Option	Search Returns
Yes	Talent who have a Background Check Consent status of Yes in their Talent > Screenings tab. When Yes is selected, a Consent Date section becomes available, allowing you to narrow results by the date the talent gave consent.
No	Talent who have a Background Check Consent status of No in their Talent > Screenings tab.
Pending	Talent who have no background check consent record on file.

Note: The Background Check Consent search term can also be pinned to your Talent Search for quick access. No selection is pre-filled by default (unless using a saved search).

Background Checks

Background Checks search terms have been added to BOLD. The search terms allow you to perform searches to find the right results.

Search Term Options

Search Term	Value Options	Use Case	Type
Background Checked	Applicants Who Have Had	Used to find talent who have had a background check	Single-select list
	Applicants Who Haven't Had	Used to find talent who haven't had a background check
Provider	Background check provider(s) that are enabled	Used to find talent who have or haven't had background checks for a specific provider	Single-select list
Branch	Offices with Asurint location IDs configured in the Marketplace	Used to find talent who have or haven't had background checks for a specific office	Multi-select list
Package	Available packages	Used to find talent who have or haven't had background checks for a specific package	Multi-select list
Recruiter Status	Not Reviewed	Used to find talent who have or don't have background checks in a specific recruiter review status	Multi-select list
	Meets Requirements
	Does Not Meet Requirements
Background Check Status	Sent	Used to find talent who have or don't have background checks in a specific order status	Multi-select list
	Pending Signed Consent
	Pending Talent Action
	Pending Recruiter Action
	Results Pending
	Completed
Date Range	From Date	Used to find talent who have or don't have background checks ordered within a certain date range	Date
	To Date

Background Check Widget

The background check widget can be used to manage open background check orders, orders with results that need to be reviewed, and completed orders.

Ordered

Background checks that have been ordered and are pending results back from Asurint.

Note: "View Report" will not display as a viewable link until Status is either "Completed", "Needs Review", or "Reviewed".

Needs Review

Background checks that have been ordered where results have been received from Asurint and need to be reviewed.

Note: "View Report" will not display as a viewable link until Status is either "Completed", "Needs Review", or "Reviewed".

Completed

Background checks that have results back and have been reviewed.

Note: "View Report" will not display as a viewable link until Status is either "Completed", "Needs Review", or "Reviewed".

Expiring Background Checks

The Expiring Background Checks widget can be used to manage background checks that have expired or will be expiring within a maximum of 90 days.

Adding a Background Check Order to the Widget

Background check orders are shown in the widget if the Expiration Date on the order falls within the widget's parameters.

Removing a Background Check Order from the Widget

Background check orders are removed from the widget in three ways:

• When a new background check with the same package is ordered
• If the Expiration Date on the order is edited to fall outside of the widget parameters
• If the Expiration Date on the order is removed

Re-Ordering Background Checks from the Widget

Background checks can be re-ordered directly from the widget by clicking the Create New button.