Mass sending screening packages for candidates

Administrators can send completed screening packages to third-party vendors for evaluation from Talent Acquisition. Administrators must have established and tested their connections to and from the third-party vendors. Screening packages that do not use vendors can be updated manually.

Administrators can only send screening packages that are in the Proposed status. When the vendor acknowledges receipt of the screening package, it is moved to In Progress status.

Before this action can be taken, screening eligibility groups must be created in Administrator > Set Up > Custom Groups. The screening eligibility group must be defined with a business class of WorkAssignment and a business subject of HCMGroupScreening.

  1. Sign in as Administrator and select Resources > Screening Packages > Send Packages.
  2. Specify this information:
    Eligibility Group
    Select the eligibility group for which to send the screening packages. If you do not define a screening category or screening package, then all screening packages assigned to the eligible resources are sent to the screening vendors.
    Screening Category

    Select a screening category to send all screening packages that are associated with the screening category to the vendor for all resources that have been assigned the packages. If you also select an eligibility group, then only screening packages for eligible resources are sent. If you do not select an eligibility group, then eligible screening packages for all resources are sent.

    Screening Package

    Select a screening package to send the screening package to the screening vendor for all resources that have been assigned to it. If you also select an eligibility group, then only screening packages for eligible resources are sent. If you do not select an eligibility group, then the screening package is sent for all resources that have been assigned to it.

  3. Click Submit.