HomeTrak has partnered with SterlingBackcheck to provide background checks on new employees. We have developed an interface with SterlingBackcheck with which you can create background check requests with SterlingBackcheck directly from Companion and 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.

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.

Submitting a Background Check Request

Background Checks can be added in the Human Resources tab of the Relationship Management Module. The Background Check options are found under the Documentation drop down menu tool on the ribbon.

To view any existing records or manually add a new background check for an individual person, click on the Background Checks sub-menu and select the first Background Checks tool to show the Background Checks for this person. To add a new Background Check, click the add button on the toolbar.

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 SterlingBackcheck.

(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.)

To request background checks on multiple people at once, use the Background Checks - Bulk Add tool under the Background Checks sub-menu. You will be prompted to select the type of check and then for the list of people for whom to create the background check requests. The requests will be submitted for each selected person that is possible.

Checking the Status and Results of Background Checks

To update the status of any pending background checks in the system, click on the Background Checks - Update All tool under the Background Checks sub-menu in the Documentation drop down in the Human Resources tab in the Relationship Management Module. This will check and update the status of all un-completed background checks currently recorded in the system. (Alternatively, you can check an individual background check request by editing the record and clicking on the "Check Status" button on the screen.)

There is also a helpful Excel-style grid report in the Reporting Module for Background Checks, which will show you everyone who has a Background Check in the system, and the current status of the check.

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 SterlingBackcheck.

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.