Liberty Screening provides expert, professional applicant screening services that will create efficiencies, improve processes and reduce liability by identifying ideal candidates for your company.
With seamless access and an interactive workflow for managing background screening requirements, the solution offers a fast, simple, and intuitive user and applicant experience, allowing you to increase workforce productivity, reduce time-to-hire, and get more, high-quality hires. Shared clients can order background checks, track status and view completed reports without leaving AvionteBOLD.
CHAPTERS
- Integration Features
- Integration Setup
- Marketplace Integration Enablement
- Liberty Screening Account Configuration & Validation
- Marketplace Integration Configuration
- Marketplace Audit
- User Level Permissions
- Job Requirements
- How to Order a Background Check
- Mass Ordering Background Checks
- Mass Ordering - With Provider Consent
- Mass Ordering - With Staffing Company Consent
- Background Check Management
Integration Features
· Self-serve integration setup · Restricted user permissions · System level background check placement requirements · Company level background check placement requirements · Mass ordering from talent search |
· 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 in that you are able to enable and configure it as long as you have your account and user credentials from Liberty Screening.
In order to enable and configure the integration, users need to have the Marketplace Admin user permission enabled.
- Users who open Liberty Screening from the Marketplace, without the Marketplace Admin permission, will see the following message.
Marketplace Integration Enablement
You will find the Liberty Screening integration in the Marketplace and will have options to:
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- Receive more information regarding Liberty Screening and the integration offering
- Enable the integration yourself if you are an existing Liberty Screening customer and have your Liberty Screening credentials
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Liberty Screening Account Configuration & Validation
In order to utilize the Liberty Screening integration in BOLD, you will need to enter the following credentials:
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- Account ID – Provided by Liberty Screening
- Username – Provided by Liberty Screening
- Password – Provided by Liberty Screening
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Click the Verify Account button to validate the configured credentials.
Validation Errors
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- If the user doesn’t have Marketplace Admin user permissions
- If required credentials are missing
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Marketplace Integration Configuration
Once your Liberty Screening account is validated, you will need to complete your integration configuration.
Property |
Value |
Description |
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 |
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Staffing Company |
The staffing company will be sending the consent form to the talent |
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Requires the talent complete a consent form before the system will allow a user to order a background check Logged on Talent > Screening Page · Consent Toggle = Yes · Consent Date logged |
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Requires the following talent data to place an order: · First Name · Last Name · Email Address · Phone Number · Address · SSN · Date of Birth |
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Default Package Expiration (days) |
Number |
Allows clients to set a default value (in days) that will prepopulate in the New Background Check aside when ordering a background check for a talent. |
Location ID |
Autofilled |
If a new office is added to BOLD after the Liberty Screening integration has been configured, the location ID will need to be manually populated with “UserEmail” or the group email addressed that should be passed to Liberty Screening. |
Marketplace Audit
Changes to the integration configuration are being tracked in the Marketplace Audit.
Able to filter the Marketplace Audit based on the following:
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- Integration
- User
- Date Range
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A search field is available to perform keyword searches within the Marketplace Audit.
User Level Permissions
User level permissions help ensure that users have the proper permissions and access to the background check data and features. By combining these user permissions in BOLD, there is more flexibility and options for the level of background check 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
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 |
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Request Background Check |
True |
User will be able to order background checks |
False |
User will be unable to order background checks |
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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 |
Job Requirements
System Level Job Requirements
You are able to configure system-level background check requirements that would apply to every placement made in BOLD.
Navigate to Utilities > Table Editor > New Filled Job Requirements – Integrations
Configuration Steps
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- Select a package from the dropdown
- Click +
- 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
- Specify the “Within Days” value
- The lookback period for a valid background check
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Custom Filled Job Requirements
You are able to configure company-level background check requirements that would apply to placements made for jobs with the company requirement set.
Navigate to Company > Requirements
Configuration Steps
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- Select a package from the dropdown
- Click +
- 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
- Specify the “Within Days” value
- The lookback period for a valid background check
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Placement Validation
Upon placing a talent who doesn’t meet either the system or the 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 - Staffing Company or Provider.
Send a Single Background Check Request - With Provider Consent
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- Navigate to the Talent profile
- Select Screenings tab
- Click Create a Background Check → Opens Create New screenings flyout
- [If multiple providers are being used, a Provider dropdown list appears. Select Liberty Screening.]
- Enter required talent information – fields will prepopulate with talent data if exists
- First Name
- Last name
- Mobile Phone Number
- Select Location
- Will only display offices configured with a Location ID in the Marketplace that the current user has access to
- Select Package
- Can order multiple packages at one time
- Verify and/or enter a value for Expires (days)
- The number of days before a user can order the same package again
- Prevents duplicate orders
- This determines when it shows on the 'Expiring Background Checks' widget.
- Click Submit & Save Talent
- If talent data is entered or updated in the flyout, data will be saved back to the talent record
- If talent data is entered or updated in the flyout, data will be saved back to the talent record
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Send a Single Background Check Request - With Staffing Company Consent
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- Navigate to the Talent profile; select the Screenings tab
- Click Create a Background Check → Opens Create New screenings flyout
- [If multiple providers are being used, a Provider dropdown list appears. Select Liberty Screening.]
- Enter required talent information – fields will prepopulate with talent data if exists
- First Name
- Last name
- Email Address
- Mobile Phone
- Street Address
- City
- State
- Zip
- SSN
- Birth Date
- Select Location
- Will only display offices configured with a Location ID in the Marketplace that the current user has access to
- Select Package
- Can order multiple packages at one time
- Verify and/or enter a value for Expires (days)
- The number of days before a user can order the same package again
- Prevents duplicate orders
- Click Submit & Save Talent
- If talent data is entered or updated in the flyout, data will be saved back to the talent record
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Order Request Validation Errors
When there is an issue with the talent’s data that would cause failure in creating an order with Liberty Screening, 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 3 places in BOLD.
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Talent Search
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Navigate to the Talent search page
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Select up to 15 talent
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If more than 15 are selected, you will receive an error when ordering
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Job > Nominated
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Navigate to a job candidate screen
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Under the Nominated section, select up to 15 talent
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If more than 15 are selected, you will receive an error when ordering
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Job > Pipelined
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Navigate to a job candidate screen
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Under the Pipelined section, select up to 15 talent
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If more than 15 are selected, you will receive an error when ordering
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Mass Ordering - With Provider Consent
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- Click the Mass Background Check mass action
- [If multiple providers are being used, a Provider dropdown list appears. Select Liberty Screening.]
- Select Location and Package; enter a value for Expires (days)
- Click Continue
- A data validation check runs to confirm if the selected talent records have all the required data elements to place the order.
- If required data is missing, the talent records will be displayed in the flyout.
- The flyout will display the number of records that need to be updated
- There will be a link to the talents’ records for quick navigation
- Missing required information will be highlighted
- Click Continue to page through the talent records that require updates
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- Once all required talent data has been entered, you’ll receive a message in the flyout instructing you to submit the order.
- A confirmation message will be displayed in the flyout with the number of successful and failed orders.
- # of successful orders are displayed in green
- # of failed orders are displayed in red
- Errored talent listed in the flyout
- Expand the screen to see detailed error
- Depending upon the error, you can fix the issues and click the Reprocess Failed Requests button to order again
- Once all required talent data has been entered, you’ll receive a message in the flyout instructing you to submit the order.
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Mass Ordering - With Staffing Company Consent
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- Click the Mass Background Check mass action
- [If multiple providers are being used, a Provider dropdown list appears. Select Liberty Screening.]
- Select Location and Package; enter a value for Expires (days)
- Click Continue
- A consent validation check runs to confirm if the selected talent records have completed a consent form
- Checks against the Consent field on the Talent > Screening page
- Checks against the Consent field on the Talent > Screening page
- A data validation check runs to confirm if the selected talent records have all the required data elements to place the order.
- If required data is missing, the talent records will be displayed in the flyout.
- The flyout will display the number of records that need to be updated
- There will be a link to the talents’ records for quick navigation
- Missing required information will be highlighted
- Click Continue to page through the talent records that require updates
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- Once all required talent data has been entered, you’ll receive a message in the flyout instructing you to submit the order.
- A confirmation message will be displayed in the flyout with the number of successful and failed orders.
- # of successful orders are displayed in green
- # of failed orders are displayed in red
- Errored talent listed in the flyout
- Expand the screen to see detailed error
- Depending upon the error, you can fix the issues and click the Reprocess Failed Requests button to order again
- Once all required talent data has been entered, you’ll receive a message in the flyout instructing you to submit the order.
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Background Check Management
There are a few tools to help you manage your 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 |
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Table Filters |
Allows you to filter the orders by provider, package, status, & 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 Liberty Screening |
Package Sent |
Name of package ordered |
Status |
Current state of the order |
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Status Values: Sent, Pending Signed Consent, Pending Talent Action, Pending Recruiter Action, Results Pending, Completed |
Score |
Not provided to Avionte by Liberty Screening |
Adverse Action |
Dropdown field that allows for manual tracking of the pre-adverse action status of an order |
Status Values: Initiated, Contested, Cleared, Adverse Action |
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View Report |
Gives the user access to the detailed results on Liberty Screening's site |
The report button will be displayed upon submitting the order to the partner |
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User will only be able to view the report if they have the proper access through their account with Liberty Screening |
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Details Button |
Displays additional order information |
Expires On |
Displays the date the order will expire on |
Once the expiration date is passed, the package can be ordered again for that talent |
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Date can be edited if needed |
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Recruiter Review |
Status Values: Not Reviewed, Meets Requirements, Doesn’t Meet Requirements |
Talent Audit
Changes made to the background check order from either the user or Liberty Screening, are tracked in the talent audit.
Talent Search Terms
Background Check search terms have been added to BOLD. The search terms allow you to perform AND OR searches to find the right Talent.
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 |
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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 Liberty Screening 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 |
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Does Not Meet Requirements |
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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 |
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Pending Talent Action |
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Pending Recruiter Action |
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Results Pending |
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Completed |
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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 the 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 Liberty Screening.
Needs Review
Background checks that have been ordered, where we’ve received results back from Liberty Screening that need to be reviewed.
Completed
Background checks that have results back and they’ve been reviewed.
Expiring Background Checks
The Expiring Background Checks widget can be used to manage background checks that have expired, or will be expiring within (maximum) 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 3 ways:
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- 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
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Re-Ordering Background Checks from the Widget
Background checks can be re-ordered directly from the widget by clicking the Create New button.
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