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 Asurint, check out Asurint Overview

To learn more about Crimcheck, check out Crimcheck Overview

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

To learn more about PeopleG2, check out PeopleG2 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:

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:

*Note* Asurint requires each service rep using background checks to have their email on file under Beyond Menu > System Settings > Service Representatives. Check out Beyond - Managing Your Service Representatives for more information.  

Crimcheck

  1. Select the + in the upper right under external services > background checks
  2. Choose Crimcheck
  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
    • Partner Id: Provided by Crimcheck
    • Client Secret: Provided by Crimcheck
    • Expiration Delay: Enter a number of days before the request expires. If no date is entered, background check requests will expire after 2 weeks. 
    • (Optional) Custom Email Message: You can enter an additional note that will be sent to applicants when requesting a background check. We recommend leaving this field blank if you are not planning on emailing the applicant additional information through Crimcheck
    • (Optional) Require Payment Checkbox: Only check this box if you want an applicant to pay for the background check requested instead of your company
  4. Select Submit

Crimcheck also requires user credentials to be set up. See below for more information. 

First Advantage

  1. Select the + in the upper right under external services > background checks
  2. Choose First Advantage
  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
    • Notification Email: This email will override the email settings you have with First Advantage that background check statuses are sent to 
    • Access Token: Token Provided by First Advantage
    • Primary Account Id: Provided by First Advantage
    • User Account Id: Provided by First Advantage
    • 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

*Note* In order to use the PeopleG2 integration, your PeopleG2 account must be configured to include location options. Reach out to PeopleG2 for more information on how to set this up. 

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 Universal 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.

Crimcheck User Setup

In order for the Crimcheck integration to function properly, along with the addition of the System Settings, an API Key must be submitted within the User Settings of Beyond.

*Note* Every user that will be utilizing the Crimcheck integration will need to have API Key generated and entered within the User Settings of Beyond.

To retrieve the API Key:

  1. Navigate to https://clients.efetch.com/account/integrations and log in
  2. Expand the My Account dropdown on the left hand side and select Integrations:
  3. Find TempWorks within the list of integrations and select Generate API Key: 
  4. Copy the API Key that is shown within the field:

To finish setup:

  1. Within Beyond, navigate to B for Beyond menu in the upper left
  2. Select User Settings
  3. Select Background Checks < Crimcheck
  4. Select Edit
  5. Paste the API Key that had been previously copied
  6. Select Submit

*Note* Upon submitting the API Key, an automated test will run to ensure the API Key is valid.

  • If the API Key is accepted, the credentials will save as expected.
  • If the API Key is not accepted, the following will show:

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