Purpose Statement
This document outlines how to enable and configure the new easyBackgrounds product.
Enabling New Easy Backgrounds
A new version of the easyBackgrounds Marketplace product is available to be used in both Classic and New UI. The new version allows for background checks to be run on both applicants and employees. This new version allows for more direct communication with the easyBackgrounds vendor, including attaining credentials and managing requests.
- As System Administrator, Navigate to Our Company>Marketplace. Click the New easyBackgronds Background Check hyperlink
Note: The new version will initially only be available to customers NOT currently using the easyBackgrounds Martketplace product.
2. Click the Add To Company
3. As with other marketplace products, read and agree to the Terms and Statement. To active the I have read the Terms and Conditions checkbox, begin reading the terms above and scroll down. Enter your Admin password and click I Agree. After agreeing to the terms, assign a security profile (such a Company Administrator) to the product
4. After successfully adding, the product will appear under the Installed tab.
5. On the Installed tab, the product can then be configured by selecting the Edit icon. Complete the steps shown below to finalize activation.
6. A new easyBackgrounds Credentials widget is available for users of the easyBackgrounds Marketplace product. This widget allows users to enter their easyBackgrounds Admin Account/User ID/Password and store those credentials in the system for future use. Once verified and saved, users will not be required to enter their credentials each time they access easyBackgrounds. The widget will only be available to users whose security settings are properly set. On the ESS tab of the security profile, in the Personal Settings section, check the View/Edit Backgrounds Credentials Widget setting. Once enabled, the widget will be available under: Classic UI: My Account>My Settings>easyBackgrounds Credentials. New UI: My Info>My Profile>easyBackground Credentials. Users must enter their easyBackgrounds log in information in all required fields and then click Save and the credentials will be stored in the system. Those credentials are also valid for users who work in multiple EINs.
7. A new My Background Checks widget is available to be added to applicant and/or employee accounts. This widget will allow users a read-only version of any background checks run on them via easyBackgrounds. In the new UI, the widget can be added under My Info>My Information>My Profile and then using the Edit Tabs link. In the Classic UI, the widget can be added to the profile under My Account>My Profile and then using the Edit Tabs link to add the widget.
8. For the employees and/or applicants to be able to view the widget, their security profile must be properly set. On the ESS tab, in the Employee section, set the My Background Checks setting to View.
9. Administrators or managers will need to add the Background Checks widget to the employee/applicant accounts by using the Edits Tabs link in the account.
10. If the widget has been added to an employee’s account, and they have access to their account, they can access the widget under My Info>My Information>My Profile>My Profile. This menu path is applicable only for the New UI Desktop Experience.
11. Applicants and employees can access and view the widget under My Info>My HR>Background Checks. This menu path is applicable for both the New UI Mobile and Desktop Experiences.
12. For Classic UI, employee can access the widget under My Account>My Profile.