Screening packages

Recruiters, recruiter administrators, HR generalists, and HR administrators can assign screening packages to individual resources or candidates. Screening packages give candidates the materials required to verify status or identity, such as a criminal background check or personality test. If third-party vendors are used, then the process templates delivered by Infor HR Talent must be configured. Integration with third-party vendors must be tested. See Assessment and background check processes.

Step Step description Role Location Notes
1. Set up screening codes HR administrator or recruiter administrator Administrator > Set Up > Screening
2. Set up screening eligibility groups HR administrator or recruiter administrator Administrator > Set Up > Custom Groups

For resources, business class = WorkAssignment, subject = HCMGroupScreening.

For candidates, business class JobApplication, subject HCMGroupScreening.
3.

If packages are not auto assigned, then assign packages manually

Note: 

Internal candidates who have already been submitted to a screening are not re-assigned to the same screening.

 (Mass assign - resources) HR administrator Administrator > Resources > Screening Packages > Assign Packages The assigned packages have a status of Proposed
(Mass assign - candidates) Recruiter administrator Administrator > Talent Acquisition > Screening Packages > Assign Packages
(Single assign - resource) HR Generalist Administrator > Resources > Resources Assign Screening Packages action on resource
(Single assign - candidate) Recruiter Recruiter > Requisitions > By Selection Process tab > Assign Screening Packages action on job application
4. If third-party vendors are involved, then send screening packages to third-party vendors (Mass send - resources) HR administrator Administrator > Resources > Screening Packages > Send Packages The third-party vendor returns an acknowledgment that all data has been received and the packages are moved to the In Progress status
(Mass send - candidates) Recruiter administrator Administrator > Talent Acquisition > Screening Packages > Send Packages
(Single send - resource) HR administrator Administrator > Resources > Screening Packages > Screening Packages > Send Screening Package action
(Single send - candidate) Recruiter administrator Administrator > Talent Acquisition > Screening Packages > Screening Packages > Send Screening Package action
(Single send - resource) HR Generalist Administrator > Resources > Resources > Open resource > Open Screening tab > Send Screening Package action
(Single send - candidate) Recruiter Recruiter > Requisitions > By Selection Process tab > Open job application > Open Screening tab > Send Screening Package action
5. If third-party vendors are involved, then request screening results from third-party vendors (Mass request results resources) HR administrator Administrator > Resources > Screening Packages > Request Results

If no third-party vendors are involved, then specify results on the assessment or background check form.

When results are returned by third-party vendor, the packages are moved to Completed status.
(Mass request - candidates) Recruiter administrator Administrator > Talent Acquisition > Screening Packages > Request Results
(Single request - resource) HR administrator Administrator > Resources > Screening Packages > Screening Packages > Request Results action (In Progress tab)
(Single request - candidate) Recruiter administrator Administrator > Resources > Screening Packages > Screening Packages > Request Results action (In Progress tab)
(Single request - resource) HR Generalist Administrator > Resources > Resources > Open resource > Open Screenings tab > Request Results
(Single request - candidate) Recruiter Recruiter > Requisitions > By Selection Process tab > Open job application > Open Screenings tab > Request Results action