Clear Investigative Advantage is a third-party background service provider allowing users to order, review and post various background checks all from within Enterprise.
*Note- To get started with this integration please work with your account manager or project manager at TempWorks.
Once initial setup is completed between TempWorks and CIA an additional security role labeled 'CIA Background Check' should be assigned to those who should have access to processing the background checks within your staffing company. After completion of CIA setup within Enterprise navigate to the employee record of choice to begin processing background checks.
1. Navigate to the employee record, select the actions menu, choose Request CIA Background Check:
2. Select the background service(s) you wish to use, the options within this screen will vary based on staffing company. Once all of the services you wish to order have been chosen select 'Next':
3. You will then be prompted to fill out the data requirements for each service that they are going to order. Many of these fields are prefilled, any required fields are highlighted in orange. When you have finished meeting the requirements of all of the required fields, select ' Next'.
The final screen of the CIA Wizard will display the status of the request or any errors with the service order.
4. To view the results of the background checks ordered, the user may navigate to the CIA page in Enterprise via all options, integrations, CIA. Each request will have a distinct "Tracking Number". Requests could contain many tests, thus all must be completed to see finished results.
5. Right-click the column headers to add additional data fields for viewing preference:
Select the show archived box to review all tests, if you deselect the Show Archived checkbox, it will only show the active tests within the filtered branch.
6. There will be four options that are available to select from regarding the completed background tests. Right-click within the requests area:
- Post Result- If selected this option will post the results of the selected background check. The following window will populate if the post was successful.
Navigate to the documents area to view the posted results:
- View Employee- This option brings you the Visifile of the selected employee.
- View Required Documents- This option will navigate you to the required documents of the selected employee.
- View Report- This option will allow you to view a complete detailed report in a browser window: