Enterprise allows users to integrate PeopleG2 for ease of running background checks, criminal records, etc. while seamlessly adding the information back into the database for quick review.
Initial setup of PeopleG2:
Users must first setup the PeopleG2 account information by navigating to administration > external services > select the + icon to add.
Enter the PeopleG2 account information in the following screen as well as level of the hierarchy this should be accessible:
How to request a PeopleG2 Background Check:
To request one of your available packages from PeopleG2, navigate to the employee you want checked. Once there, expand the actions menu and select to (1.) Request a PeopleG2 Background Check.
This will automatically open the "peopleg2 background check request" window where a user's choice in packages is determined by the PeopleG2 options they have signed up with. Select a package, answer any additional required responses (ex. in the image below, a state and county is also required) and select next to continue.
In the final step, confirm the employee’s data before finishing (submitting) the request.
Users can see all requests that were made and their related results by navigating to all options → intergrations → peopleg2, as shown in the screenshot below. Like all tables in Enterprise, users can filter the results by toggling on the column headers as needed. A related URL will be reflected once the results have been returned. Clicking on the URL will provide further details of the results.
Once the results are sent back from PeopleG2 they will automatically post in the employees record. Lastly, a task will appear in the task bar of the Enterprise activity center indicating a result has been returned.