⚠️ Important: You will need to have an account with Access Screening for the integration to work and a server task will need to be enabled in Access Recruitment CRM.
📌 Note: For further information on Access Screening and to discuss your requirements, please talk to your Account Manager or Customer Success Manager.
This integration has several new features:
Running a check and seeing the results
To instigate a Screening background check, use the Screening tab on an applicant record. Select + and then select the brand/workflow. This will then be sent to the Screening portal and an email will automatically be sent to the applicant for registration.
Once the checks have been run and verified by the consultant in Access Screening and the check has been complete, the integration will automatically pull these back into Access Recruitment CRM and the results will show on the following tabs on the applicant record:
Tags
Data Checks
Questions & Answers
Documents (these documents will be stored in the existing Stored Document tab on the record)
Using the results in the Compliance Module
In the Compliance Check Management screen, there are 3 new sub lists:
Tags
Data Checks
Questions & Answers
Note : Stored Documents list already exists
When setting a compliance check, use the sections listed above to choose which artefacts from Access Screening are relevant to the job you are going to apply the compliance check to.
Placing an applicant into a role with a Compliance Check in place
Whether you are placing applicants via the Scheduler, Applicant Actions or directly in a job, the system will now check the Screening results against the applicant and alert the user if any discrepancies are found.
There are role restrictions available to control who has access to place applicants. Please speak with your admin team to set these.
Searching for Applicants that are Compliant/Non-Compliant
In the applicant search, the user will be able to run a search against one (or many) compliance checks and select if they wish to see the results of those that are compliant or non-compliant.
From the results screen, the user will be able to see the applicant’s compliance status, what (if any) artefacts are missing and have the option to contact those applicants by SMS or email.
To configure the integration:
Log onto Access Recruitment CRM
Click Tools, Integrations , Screening
Enter your API Key and API URL into the relevant fields displayed (please ensure there are no trailing spaces that may count as part of the keys as this will mean the integration will not work correctly).
Select the enable checkbox and save the record.
You will now need to associate your consultants Access Recruitment CRM user names with their Screening user names. To do this on the Screening tab:
Under the User section, select the + button
Search for and select the Access Recruitment CRM user you wish to associate. Then search and select the Screening user (the list is pulled back from Screening automatically)
Next you will need to map the document types from Screening to the right template type in Access Recruitment CRM.
Click the + button and select the template type from Access Recruitment CRM, select the brand and document type you are mapping from in Screening. This will then automatically store any document passed over with that brand/type to the Access Recruitment CRM template type in Access Recruitment CRM. For example: If you have the document type ‘passport’ on Screening and you wish to store this as a ‘right to work’ template type on Access Recruitment CRM, map this accordingly so any ‘passport’ documents retrieved from Screening are stored as ‘right to work’ template types (aka stored documents) on Access Recruitment CRM.
📌 Note: Users cannot manually add a Screening artefact to an applicant record directly via Access Recruitment CRM. A background check must be run against the applicant record to instigate the retrieval of artefacts.
Artefacts will only be added to an applicant record once the background check has been completed.