Hometrak HomeTrak has partnered with Sterling Backcheck SterlingBackcheck to provide background checks on new employees. We have developed an interface with Sterling Backcheck SterlingBackcheck with which you can create background check requests with Sterling SterlingBackcheck directly from Companion and Sterling SterlingBackcheck will complete the check. When the background checks are completed, Companion will show the updated status and provide a link to the background check information.
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 Sterling Backcheck 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 Sterling Backcheck SterlingBackcheck in order for Companion to connect to your company's account to create and submit the background check requests.
| Field | Description |
|---|---|
| Account |
| This will need to be set to "Hometrak" | |
| Organization | This will need to be set to "Hometrak" |
| Username | Your username to access |
SterlingBackcheck.
| ||
| 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 |
that 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. |
Submitting a Background Check Request
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To submit a request, select the appropriate background check type from the drop down box on this screen and click on the "Submit Request" button to submit the background check request to Sterling BackcheckSterlingBackcheck.
(The rest of the fields on this screen will be updated as the status of the background changes and are not editable by the user.)
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| The employee must have an email address on their profile to submit the background check request. As part of the process Sterling Backcheck SterlingBackcheck will send a verification notice to the employee. |
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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 BackcheckSterlingBackcheck.
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.