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The background checks features are contained within the Human Resources section of the Relationship Management Module and also have their own unique security options to control access.
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Before configuring Companion to integrate with SterlingBackcheck, you must set up an Integration user account with Sterling. |
Setup and Configuration
The interface setup to connect HomeTrak Companion to SterlingBackcheck 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 SterlingBackcheck in order for Companion to connect to your company's account to create and submit the background check requests.
| Field | Description | ||
|---|---|---|---|
| Account | Your SterlingBackcheck account number. | Organization | Your company name.This will need to be set to "Hometrak" |
| Organization | This will need to be set to "Hometrak" | ||
| Username | Your username to access SterlingBackcheck.
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| Password | Your password to access SterlingBackcheck. | ||
| 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 SterlingBackcheckthat will be provided by SterlingBackcheck. For the Identifier field, enter in the Package Name again. Background Checks can also be set to expire after a certain number of months if you periodically recheck your employees. |
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