Creating background check packages
If the background check package uses a vendor, you must create the background check vendor before you can create the background check package.
- Select Administrator > Set Up > Screening.
- Click the Background Check Packages tab.
- Select Actions > Create Background Check Package.
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Specify this information:
- Effective Date
- Specify the effective date for the background check package.
- Package
- Specify the name of the background check package.
- Description
- Specify a description for the package. If left blank, the package name defaults.
- Vendor
- If the background check is provided by a vendor, select the vendor.
- Active
- The package is active by default. Clear the check box to make the package inactive. Background checks created for inactive packages are not displayed on select lists.
- Background Check Validity Period
- If the background check results have a renewal date, specify the number of days, weeks, months, or years that the test results are valid. (Organizations may want employees to be tested on a regular basis).
- Session Expiration
- If applicable, specify the number of days, weeks, months, or years that a candidate or resource has to complete the background check.
- Auto Assign Package
- Select this check box to auto assign this package.
If you also select a screening category, this package is automatically assigned to resources that are transferred to a position that is associated with the same screening category. It is also assigned to candidates for requisitions that are associated with the same screening category.
If you also select a selection process, this package is automatically assigned to candidates when they are moved to the selected selection process.
- Screening Category
- Select a screening category to auto assign this package
to resources or candidates, or have this package be assigned only to resources
assigned to positions that match the screening category and candidates applying for
requisitions that match this screening category.Note: A screening category is required if you select Auto Assign Package.
- Selection Process
-
If you select a selection process, this package is assigned to candidates only when they are moved to this selection process.
If you also select a screening category, the package can only be assigned to job applications where the requisition is associated with the same screening category.
If you also select Auto Assign Package, this package is auto assigned to job applications that are moved to the selected process and match the screening category.
- Processing Type
- If you select Manual, the request to the third-party vendor for this package must
be initiated by the HR administrator, recruiter administrator, or recruiter from the
employee or candidate record, or the HR administrator or recruiter administrator can
submit a Send Packages action for an
eligibility group and screening category or background check package.
If you select Automatic, a service call to the vendor is initiated automatically when the background check package is assigned to a resource or job application.
- Cost
- Specify the vendor cost for this background check
package.Note:
This is informational only.
- Currency
- Select the currency in which the vendor cost is expressed.
- Expense Account, Activity
- This field is available only if your organization is configured to use Chart of Accounts. Specify an expense account. Optionally, specify an activity and account category. These fields are used to interface expenses and activities to Infor Lawson Financials.
- Cost Center, Project
- This field is available only if your organization is not configured to use Chart of Accounts. Specify a cost center and project. These fields are used to interface expenses and projects to a financial system other than Infor Lawson Financials.
- Click Save.
- Define the background checks for the background check package and click Save.