Navigating to Background Screening

To configure background screening, first click Manage from the main menu and select Background Screening from the dropdown.

Available Options

From the right-hand side menu, you can perform the following actions:

• Add Frequency Configuration
• Update Recipients
• Import
• Export Current Data
• View Configuration Audit History
• View Recipient Audit History

Add Frequency Configuration

Selecting Add Frequency Configuration allows you to create a new frequency for background screening.

• Naming and Filters: Provide a name for the configuration and use filters to specify firms, positions, regimes, departments, and locations.
• Set Frequency: Define the frequency for the background screening in terms of days, weeks, months, or years.
• Notice Period: Specify how far in advance you'd like to be notified before the screening is due.

Update Recipients

The Update Recipients feature enables you to set who should receive notifications when a background screening notice period is triggered.

Recipients can include:

• The individual undergoing the screening.
• The individual’s line manager.
• The individual’s regulatory manager.
• The individual’s senior manager.
• Other system users, such as admins.

Import/Export Current Data

The Import/Export feature provides the ability to manage background screening dates in bulk.

• Export: View all individuals’ current background screening dates.
• Import: Bulk update and import background screening dates for individuals.

Audit Histories

Audit histories provide transparency by allowing you to track changes and see who made them.

• Configuration Audit History: Review changes made to background screening configurations.
• Recipient Audit History: Review changes made to the recipient list for background screening notifications.

This structure ensures your background screening process is streamlined and easy to manage.