What are Pre-Screening Activities?

Pre-Screening activities in New Hire onboarding include forms that require New Hires to provide personal information, complete disclosures, and fill out any required forms chosen by the company.

How do you complete the Pre-Screening Activities?

Pre-Screening activities can be completed in any order if there is a clock icon next to them. However, locked activities usually require the preceding activity to be completed before they can be accessed. The "Submit Pre-Screen Information" activity will only unlock once all pre-screen activities have been completed.

After finishing all Pre-Screening activities, you can submit the information for review to the HR Specialist by completing the "Submit Pre-Screen Information" activity. 

Background Check Disclosures

After reading the disclosure, acknowledge and electronically sign the form.

Background Check California Disclosures (Non-Credit)

This page only shows if the New Hire's work location is in California and Credit Check was selected as "Yes" on the invitation.

After reading the disclosure, acknowledge and then electronically sign the form.

Verification Check California Disclosures (Non-Credit) 

This page shows if the New Hire's work location is in California and Credit Check was selected as "Yes" on the invitation.

After reading the disclosure, acknowledge and then electronically sign the form.

California Credit Check

This page shows if the New Hire's work location is in California and Credit Check was selected as "Yes" on the invitation.

After reading the disclosure, acknowledge and then electronically sign the form.

Background Check Authorization

Read the authorization, enter the information and save the activity.

When completing the form, enter the information as follows:

List any maiden name or the other name(s) used and the number of years used in the fields highlighted below.

By default the page displays the present address (populated from the "Employee Information" activity) and the "United States" as the country in the previous residential address section.

Based on the Country selected in the drop-down, the address field format displaying on the page will vary. 

This activity can be saved with/without entering the previous residential address.

When From Date and To Date are entered, the address fields must be entered. If the address fields are left blank, the following error message displays on the page.

After entering the address, if From Date and To Date are left blank, the following error shows on the page.

Also, the date fields are validated and the following errors messages display when they are entered wrong. 

If you want to add an additional previous residential address, you can add a new row by clicking on "Add Prior Address".

When saving the activity, ensure that the newly added prior address fields are not left blank. Either enter the required data in the new row or delete the blank row before saving.

If the fields are left blank in the new address row, upon saving the activity, the following error will be displayed.

Also, make sure there is no overlap in the range of dates entered in the address fields. 

The following error will be displayed if dates overlap.

Add as many residential addresses rows as necessary and save the activity.

If you live, work, or provide services for the Company in California, Maine, Massachusetts, Minnesota, New Jersey, Oklahoma, or Washington and need a free copy of your background check report, then check the checkbox that is highlighted below and save.

Once the activity is saved, the form will be editable until the "Submit Pre-Screen Information" activity is completed.

Background Profile Form

Select any one option and click "Next".

Click on "Yes" or "No" for Other Names. If you resided in Puerto Rico, fill out the information, then click "Next".

Enter either driving license or State ID information.  The fields with asterisk are required.

Click "Next" after completing the form.

Enter your residence information for the last 10 years (in this example). The Country field displays the United States by default. Based on the value selected in the Country drop-down, the address fields change. Note that the fields with asterisk are required.

The other information for current address is auto-filled, and can be changed.

Indicate when you resided at that address and then click "Next".

On this page, enter your previous employment information. Note that the fields with asterisk are required.

If you have no prior employment, indicate this by clicking on the checkbox. 

Otherwise, enter all the fields and click "Next".

Education Verification

Fill out the information that has asterisks.

Click the checkbox at the end to certify and save the details.

Employment Verification

Note that the fields with asterisks are required. After you enter all the information, select the checkbox at the end to acknowledge and click "Save".

Drug and Alcohol Policy

Click the download symbol to review the Drug and Alcohol Test Policy. After reviewing, click the checkbox to acknowledge and electronically sign the form.

Drug and Alcohol Test Authorization

Select "Yes" or "No" whichever is appropriate to you. Click the checkbox to acknowledge and electronically sign the form.

Hepatitis B Vaccination Confirmation

Select one of the choices. Click the checkbox to acknowledge and electronically sign the form.

Submit Pre-Screen Information

This activity will be available once all the pre-screen activities are completed. Click the checkbox to acknowledge and electronically sign the form.

This page gives you a confirmation that you have finished Pre-Screening Activities.

Awaiting HR Processing

If your onboarding process had "hold" selected for Pre-Screen processing, you must wait for the HR Specialist to review the Pre-Screen information before you can proceed to the next onboarding activity.

Until the HR Specialist completes the process, you will not have access to the next activity (New Hire Forms).

If 'No' is selected for 'Hold for PreScreen Processing', there is no need to wait for the HR Specialist to complete the process. You can continue with the next onboarding activity.