PeopleG2, now AccuSource Setup and Use

PeopleG2, now AccuSource background screening solutions are a means to mitigate potential hiring risks, improve candidate experience, and streamline an organization's onboarding process. Their quick turnaround means faster speed to hire, plus they offer electronic compliance disclosures, client branding, and personalization. Shared clients can order background checks, track status and view completed reports without leaving AvionteBOLD. 

CHAPTERS

• Integration Features
• Integration Setup
• Marketplace Integration Enablement
• PeopleG2 Screening Account Configuration & Validation
  
  • Validation Errors
• Marketplace Integration Configuration
• Marketplace Audit
• User Level Permissions
• Job Requirements
  
  • System Level Job Requirements
  • Custom Filled Job Requirements
  • Placement Validation
• How to Order a Background Check
  
  • Send a Single Background Check Request - With Provider Consent
  • Send a Single Background Check Request - With Staffing Company Consent
  • Order Request Validation Errors
• Mass Ordering Background Checks
  • Talent Search
  • Job > Nominated
  • Job > Pipelined
  • Mass Ordering - With Provider Consent
  • Mass Ordering - With Staffing Company Consent
• Background Check Management
  
  • Talent Screening Page
  • Features & Field Definitions
• Talent Audit
• Talent Search Terms
  
  • Search Term Options
• Background Check Widget
  
  • Ordered
  • Needs Review
  • Completed
• Expiring Background Checks
  
  • Adding a Background Check Order to the Widget
  • Removing a Background Check Order from the Widget
  • Re-Ordering Background Checks from the Widget

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 PeopleG2, now AccuSource .

In order to enable and configure the integration, users need to have the Marketplace Admin user permission enabled.

Users who open PeopleG2, now AccuSource from the Marketplace, without the Marketplace Admin permission, will see the following message.

Marketplace Integration Enablement

You will find the PeopleG2, now AccuSource integration in the Marketplace and will have options to:

• Receive more information regarding PeopleG2, now AccuSource and the integration offering
• Enable the integration yourself if you are an existing PeopleG2, now AccuSource customer and have your PeopleG2, now AccuSource credentials

PeopleG2, now AccuSource Account Configuration & Validation

In order to utilize the PeopleG2, now AccuSource integration in BOLD, you will need to enter the following credential:

• Partner Token – Provided by PeopleG2, now AccuSource

Click the Verify Account button to validate the configured credential.

Validation Errors

• If the user doesn’t have Marketplace Admin user permissions
• If required credential is missing

Marketplace Integration Configuration

Once your PeopleG2, now AccuSource 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
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 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
		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 (days)	Numeric	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	Provided by PeopleG2	Each PeopleG2 location ID needs to be mapped to a BOLD office

Marketplace Audit

Changes to the integration configuration are being tracked in the Marketplace Audit.

Able to filter the Marketplace Audit based on the following:

• Integration
• User
• Date Range

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
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

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

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

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

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

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 (Provider or Staffing Company).

Send a Single Background Check Request - With Provider Consent

1. Navigate to the Talent profile you wish
2. Select Screenings tab
3. Click Create a Background Check → Opens Create New screenings flyout
4. [Select PeopleG2 as the Background Check Provider (if multiple providers are used)]
5. Enter required talent information – fields will prepopulate with talent data if exists
   
   • First Name
   • Last name
   • Email
   • Mobile Phone Number
   • Drivers License
   • Drivers License State
6. Select Location
   
   • Will only display offices configured with a Location ID in the Marketplace that the current user has access to
7. Select Package
   
   • Can order multiple packages at one time
8. Verify/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.
9. Click Submit & Save Talent
   
   • If talent data is entered or updated in the flyout, data will be saved back to the talent record

Send a Single Background Check Request - With Staffing Company Consent

Prerequisite: Talent must have given consent in order for the background check to proceed.

1. Navigate to the Talent profile you wish to use
2. Select Screenings tab
3. Click Create a Background Check → Opens Create New screenings flyout
4. 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
   • Drivers License
   • Drivers License State
5. Select Location
   
   • Will only display offices configured with a Location ID in the Marketplace that the current user has access to
6. Select Package
   
   • Can order multiple packages at one time
7. Verify/enter a value for Expires (days)
   
   • The number of days before a user can order the same package again
   • Prevents duplicate orders
8. Click Submit & Save Talent
   
   • If talent data is entered or updated in the flyout, data 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 PeopleG2, an error will be displayed in the flyout.

Example: Package configuration needs an update

Incorrect Value: This is something that PeopleG2 would have to fix on their end.

Mass Ordering Background Checks

Mass background checks can be ordered from 3 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 PeopleG2 as the Provider, if multiple providers are used]
3. Select Location, Package, and verify/enter an Expires (days) value
4. Click Continue
   
   
   
   
   
5. 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
     
     
     
     
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 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
     

Mass Ordering - With Staffing Company Consent

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

4. 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
     
     
     
     

5. Data validation check runs to confirm if the selected talent records have all the required data elements to place the order.

   • The talent records will be displayed in the flyout if required data is missing.

   • 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
     
     

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 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
     
     
     
     

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
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 PeopleG2
Package Sent	Name of package ordered
Status	Current state of the order
	Status Values: Sent, Pending Signed Consent, Pending Talent Action, Pending Recruiter Action, Results Pending, Completed
Score	Not provided to Avionte by PeopleG2
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
View Report	Gives the user access to the detailed results on PeopleG2's site
	The report button will be displayed upon submitting the order to the partner
	User will only be able to view the report if they have the proper access through their account with PeopleG2
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
	Date can be edited if needed
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 PeopleG2, 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
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 PeopleG2 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 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 PeopleG2.

Needs Review

This refers to background checks that have been ordered, where we’ve received results back from PeopleG2 that need to be reviewed.

Completed

This refers to 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.

• Where to set and edit the order expiration date

 

Removing a Background Check Order from the Widget

Background check orders are removed from the widget in 3 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.