Administer Background Checks

Background check admins have access to all background check details and the ability to approve or deny them at several points in the process.

Before you start processing, you'll want to configure the person or people who will be included in this security role under Admin Tools > Settings > Security Roles > RSR - Background Check Administration.

Processing Requests

Several different organizational needs kick off a background check request workflow. For instance, you may be hiring a new staff member, screening a potential volunteer, updating person profile records or transferring someone into a new position. Whatever the reason, it’s usually a staff member who needs to start the request for a background check.

To see if an individual has completed a background check, go to the Person Profile page and look under the Extended Attributes tab.

Staff will be able to see either a Yes or No in the Background Checked field. Background check administrators can see additional fields and have editing privileges.

Background Check Person Attributes

  1. Background Checked - Simply a "Yes" or "No" to indicate if the person has a background check.
  2. Background Check Date - Will have the date the check was completed, if applicable.
  3. Background Check Result - Will show either Pass or Fail.
  4. Background Check Document - Will have a complete PDF of the background check results, if a check has been completed.
  5. Driver's License Number - Will have the license number, if provided.

Tip

Make It Quick
If you want greater visibility for Background Checks on your Person Profile page, consider adding a badge to the Badge Bar.

How It Works

Initiating A Request

Background checks can be initiated from an individual’s Person Profile page. Below the person's photo is an Actions button, which you can click to display available actions. Click on the Background Check option. The initial request will save both the person and the requestor, while prompting the requestor to provide any key missing details such as social security number, campus, type, etc.

Tip

Just A Double Check
Rock will automatically look for previous background checks for that individual within the last year. If it finds another check within that timeframe, it will notify the requester, who will have to confirm that they want to request another background check before proceeding.

Workflow

The background check workflow has eight possible activities. Like many other aspects of Rock, it's customizable. You may find that you'd like to configure your background checks a little differently for your organization. For instance, you could add a step to the process after a staff member requests a background check that notifies a volunteer to provide their own social security number.

To review or modify the workflow configuration, go to:

Admin Tools > Settings > Workflow Configuration > Safety & Security > Background Check.

For more details on workflows in Rock, see Blasting Off With Workflows. A chart of the out of the box workflow is below.

The Lifecycle Of A Request

  1. Initiate - A staff member will initiate a request.
  2. Notify - Individuals in the 'Background Check Administration' security role will be notified of the request and will either Approve or Deny it.
  3. Denied - If the request is denied, a notification will be sent to the requestor, who can then update the request and resubmit it or cancel the request.
  4. Approved - If the request is approved, it will be submitted to your organization's background check provider to be processed.
  5. Results - If the background check comes back as 'Pass', Rock will update the Person Profile page with pass/fail results and a PDF copy of the full report. The requester will also be notified of the completion.
  6. Review - If the check comes back with a status other than 'Pass' the workflow will notify the individuals in the 'Background Check Administration' security role to review the results and determine if the background check should be passed or failed. The results will then be emailed to the requester.