Prescreen Activities include actions under Background Check Processing and Background Check Results.
How do I complete the Prescreen Activities?
- In My Tasks, after the new hire has completed the first part of their Onboarding process, the HR Admin will receive the task of Background Check Processing
- Click on Background Check Processing
- Note: there can be more than one activity for the same person, but these are usually done on the same screen, one after the other without needing to go back to My Tasks
- Click on Save
- Note: You can see that 7 activities have already been completed by the new hire
- Note: The locks indicate dependency on the current activity–you must click on Save before continuing to the next activity
- That concludes the Prescreen Activities, sending the New Hire an email notifying them that the HR review is complete and that they can resume their Onboarding process
- Note: there will be a time stamp on when you have completed this Prescreen Audit activity
- Note: the locks indicate that you cannot move on
What would create variation in these steps?
For more information on what these different fields do, click here.
Background Required
Background Required means that the New Hire has to fill out the prescreen forms and the HR Administrator has to go through the above Prescreen Activities.
This is the process for when Background Required is No.
Hold for Prescreen Processing
This shows the process when you select Yes for Hold for Prescreen Processing (background required is yes)
This shows the process when you select No for Hold for Prescreen Processing (background required is yes)
