The Tazworks platform allows you to perform background checks and drug screenings for your candidates with a pre-employment vendor within the ATS. Setting up the integration is done within the ATS and only requires the credentials provided by your pre-employment vendor and setting up the TazWorks Packages. After the integration has been set up, you can order background checks for a candidate within the details of a job posting.

If you encounter issues, you may need to consult your pre-employment/TazWorks for assistance.

Table of Contents

• Setting Up Integration Partners
• Setting Up TazWorks Packages
• Ordering a Background Check

Setting Up Integration Partners

If you have business units, you will need to set up integration partners and TazWorks packages for each business unit that will have background checks. 

1. Go to Administration. 
   
2. Click the Integration Partners on the left-hand side. 
   
3. Find the company/partner/vendor in the list and click Add Credentials.
   
4. Enter the username and password provided to you by your vendor. 
   

Setting Up TazWorks Packages

If you have business units, you will need to set up integration partners and TazWorks packages for each business unit that will have background checks. 

1. Once the credentials have been entered, click TazWorks Packages from the Admin menu. This only appears if credentials have been entered in Integration Partners. 
   
2. Click Add Package from the TazWorks Packages page. 
   
3. In the "Add TazWorks Package" window, configure the package as detailed below, and save your changes. 
   
   • Package Name - The package name must match the name of the package from the partner exactly.
   • Package Type - This setting must be set to "Background Check".
   • Partner Name - Choose the appropriate partner from the list. This should only list partners for whom you have entered credentials. 
4. Repeat for additional business units as needed. 

Ordering a Background Check

After setting up the credentials of the integration partner, and setting up your packages, you can begin ordering background checks for your candidates. 

1. Click Jobs from the top menu bar of your ATS. 
   
2. Click the name of the job from the jobs list to view the job details. 
   
3. Click the manage application background checks icon under the "Actions" column for a candidate. 
   
4. You will see a listing of any current background checks, if any. 
   
5. Click Add New Background Check.
   
6. Select and enter the appropriate information for the background check. Click Order Background Check when ready.
   
   • Background Check Provider - The partner that will provide the background check.
   • Background Check Type - The type of background check that will be conducted.
   • Reference ID - An ID can be entered if there is a background check ID you are using internally. This is not a required field.
7. Your candidate will receive an email with the next steps to complete their background check. 
8. You can return to the "Manage Applicant Background Checks" menu to review the status and results of the background check.
   
   The “Status” column will show any of the following:
   • Applicant Pending – The applicant has yet to complete the additional information necessary to fulfill the order.
   • Pending – The order is being processed or results compiled.
   • Ready – The order is fulfilled, and the results can be reviewed.
   • Canceled – The order was no longer needed and canceled. This status can also indicate the order was accidentally canceled by the candidate. If so, a new order will need to be placed.
9. When the order has been fulfilled, click Get Results to view the results of the background check.