Beyond - Background Check Providers and Setup

Background Checks & Beyond

Beyond now allows you to request different background check packages for employees directly from the employee record. We've partnered with some of the top background check providers to make it easier for your recruiters to request and complete background checks on employees without ever having to leave Beyond. 

Our Partners

To learn more about First Advantage, check out  First Advantage Overview

To learn more about PeopleG2, check out PeopleG2 Overview

To learn more about Asurint, check out Asurint Overview


To learn more about Universal Background Screening, check out Universal Background Screening Overview


Ready to Get Started? 

*Note* In order to utilize background checks in Beyond, you will need to first contact your TempWorks Account Manager. After the initial setup is completed on the back end, you will be able to complete the following steps to complete your setup. 

To complete the setup process, you will want to setup the following: 

  1. Set Up Credentials
  2. Set Up User Permissions 



Setting Up Provider Credentials 

Depending on which background check provider(s) you will use, you will need to add your account to Beyond to allow Beyond to send the necessary information to the background check provider. 

Credentials can be added by any admin who has access to the System Settings section in Beyond. 

To Find Background Check Credentials: 
  1. Navigate to the  Menu
  2. Select System Settings
  3. Select External Services > Background Checks 
  4. Select the +  to add background check credentials

Check out the providers sections below for more information on what credentials you will need to enter. 

*Note* How Hierarchy Affects Background Check Credentials: 

Regardless of which provider you choose, you will be asked what account level you want to add your credentials to. This is related to Beyond Hierarchy. Most systems will allow any user in the system to use the same provider credentials. This is when you set these credentials up at your highest hierarchy (System or Subsystem). 

If you have different credentials for different EINCs or branches, etc. you can set up each set of credentials with the specific company or branch. This is when you would set the account level to company or branch or user. Then, under Ownership, you would choose the correct entity, branch, or user. 

Providers

Each provider will have different required information that needs to be entered in the credentials section:

First Advantage

  1. Select the + in the upper right under external services > background checks
  2. Choose First Advantage
  3. Enter the following information: 
    1. Account Level: what hierarchy should this be available at? (See hierarchy note above) 
    2. (Optional) Ownership: If you are not setting this to system, select the name of the entity, branch, or user who will use this account information from the drop down
    3. Notification Email: This email will override the email settings you have with First Advantage that background check statuses are sent to 
    4. Access Token: Token Provided by First Advantage
    5. Primary Account Id: Provided by First Advantage
    6. User Account Id: Provided by First Advantage
    7. User Id: Provided by First Advantage
  4. Select Submit

PeopleG2

  1. Select the + in the upper right under external services > background checks
  2. Choose PeopleG2
  3. Enter the following information 
    • Account Level: what hierarchy should this be available at? (See hierarchy note above) 
    • (Optional) Ownership: If you are not setting this to system, select the name of the entity, branch, or user who will use this account information from the drop down
    • Access Token: Enter the access token provided by PeopleG2
    • (Optionally) Location Id: When a location Id is entered here, it will limit background check packages to that location Id provided by PeopleG2
  4. Select Submit

Asurint

  1. Select the + in the upper right under external services > background checks
  2. Choose Asurint
  3. Enter the following information
    • Account Level: what hierarchy should this be available at? (See hierarchy note above) 
    • (Optional) Ownership: If you are not setting this to system, select the name of the entity, branch, or user who will use this account information from the drop down
    •  Username & Password: Provided by Asurint
    • Account Id: Provided by Asurint
    • Location Id: Additional Identifier provided by Asurint
  4. Select Submit
  5. Once you have saved your credentials, a Notification URL will generate under the credential information. You can use the copy to clipboard option to copy and provide this URL to Asurint in order to receive status updates:


Universal

  1. Select the + in the upper right under external services > background checks
  2. Choose Universal
  3. Enter the following information
    • Account Level: what hierarchy should this be available at? (See hierarchy note above) 
    • (Optional) Ownership: If you are not setting this to system, select the name of the entity, branch, or user who will use this account information from the drop down
    • Username & Password: Provided by Universal
  4. Select Submit
  5. Once you have saved your credentials, a Notification URL will generate under the credential information. You can use the copy to clipboard option to copy and provide this URL to Asurint in order to receive status updates: 

Setting Up User Permissions

Once you have set up your provider credentials, you will need to make sure the users you want running background checks have the correct permissions. In order to do this, you will need to have access to the Security Groups section of system settings. We recommend setting this information up at system or subsystem level to make it easier to include the users you are looking for. 

There are 2 permissions that you can grant related to Background Checks: 

  • Can Edit Background Checks - allows users to create and edit background check requests
  • Can Read Background Checks - allows users to review and search for background check requests and their current status

To Find Security Group Permissions: 

  1. Navigate to B for Beyond menu in the upper left
  2. Select Security Groups
  3. Select Permission
  4. Either: 
    • Add users to any group that already has this permission(s) OR
    • Create a new group with the permission(s) checked and add users to it (remember that users can only be part of one permissions group and will inherit all the permissions that you check.

For more information, check out Beyond - Managing Security Groups.


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