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The interface setup to connect HomeTrak Companion to Sterling Backcheck is found in the Home tab of the Agency Office Module under the Interfaces tool. You will need to fill in account information here that you get from Sterling Backcheck in order for Companion to connect to your company's account to create and submit the background check requests.
| Field | Description |
|---|---|
| Account | Your Sterling Backcheck account number. |
| Company Name | Your company name. |
| Username | Your username to access Sterling Backcheck. |
| Password | Your password to access Sterling Backcheck. |
| Packages | Set up a list of background check packages to use. Each of the packages you set up will require a Package Name and an Identifier; you will need to get this information from Sterling Backcheck. Background Checks can also be set to expire after a certain number of months if you periodically recheck your employees. |
Submitting a Background Check Request
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When the status of the background check is Completed Review, you can view the actual results by editing the background check record. When the check has been completed, a "View Report" button will be visible on this screen which will allow you to view the actual completed report from Sterling Backcheck.
Expired Background Checks
If the background check option has an expiration, the grid report will show the expiration date of all completed checks.
In addition, there is a printed report for Expired Background Checks which will show those employees that have an expired Background Check, or is missing one.