Eploy Background Check

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Enable the Partner’s Integration App in your Eploy account

To enable the Eploy Technology Partner app and make it available as a stage within a Recruitment Workflow, go to the Eploy Marketplace. Click the partner’s app in the Marketplace that you want to enable. It will direct you to the Integrate your Eploy with Partner form. Fill out the form to initiate your request to enable the integration app. Once the partner’s app is enabled, it appears in the Stages dropdown when creating or editing Recruitment Workflows.

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Add a Recruitment Workflow

Navigate to the Recruitment Workflow page from the Admin menu. Click the + New button to create a new workflow. Fill out the necessary fields in the Create Recruitment Workflow form as per the requirements, and click Save. Scroll down and click the Add button to add stages in the workflow. You can choose various stages as per the requirements and select the partner’s integration app stage from the Stages dropdown to trigger the background check notification. For the partner’s integration app stage, select the following values:

• Stage Name: Select the partner’s integration app name.

• Stage Type: Select Actions.
• Action Type: Select the partner’s integration app name.

You may configure other settings as per the requirements and click Save to add this stage to the workflow. After saving, the stage appears in the workflow. Ensure the workflow is set to Active to be visible when creating a vacancy. The newly created workflow appears in the Recruitment Workflow grid.

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Create a Vacancy in the Workflow

Navigate to the Vacancy page via + button in the top menu. Fill out the vacancy form by choosing the Recruitment Workflow that includes the partner’s integration app stage you added earlier. You can also configure other fields as per the requirements and click Save. You will be directed to the vacancy page after saving. You can see the partner’s integration app stage in the vacancy’s talent pipeline by navigating to Work on Vacancy > Go to Pipeline. The stage appears in the vacancy’s talent pipeline.

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Select a Background Check package to associate with the vacancy

Navigate to the Additional Details page of the vacancy to select and associate the background check package. Edit the Additional Details, select the background check package from the Background Checks dropdown, and Save the changes. The selected background check package will appear on the Additional Details page.

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Create a Candidate and add as an applicant to the vacancy

Navigate to the Candidate page via + button in the top menu. Fill out the necessary details in the Create Candidate form and Save. You will be directed to the candidate’s profile page after saving, where you can initiate the candidate’s application by clicking Application under the + button menu. Select the Vacancy and Stage, and then Save to add the candidate as an applicant to the vacancy. You can see the candidate added as an applicant to the vacancy by navigating to the vacancy’s talent pipeline. The candidate appears in the Stage you selected when creating the application. You can move the candidate’s application to the partner’s integration app stage to trigger the background check.

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Move the candidate within the pipeline

To navigate to the Pipeline page, click on the Go to Pipeline option located under the Work on Vacancy dropdown menu on the vacancy page Move the candidate to the integration stage to initiate the background check invitation

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To view the sent background check invitation

Navigate to the Pipeline page and click on the candidate to check the sent background check invitation

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To view the updated result of the background check

Go to the Pipeline page and click on the candidate to view the updated result of the background check
Congratulations, you’re all set! If you face any issues with the steps mentioned above, please contact us by emailing integrations@stackone.com. We’re always here to assist you!

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