The Complete Background Check Subtask
The Complete Background Check Subtask enables Dado to automatically initiate a background check in your background check provider's platform, and auto-completes when the assignee has provided the necessary information. The status of this background check (and any sub-checks) will be synced to the Dado platform and stored on the user profile, as well as synced out to other systems.
Contents
Pre-requisites for using this Subtask type
- An account with a background check provider
- An integration between the background check and Dado
- Find instructions on integrating Checkr here. For other providers, please contact help@dadohr.com
How to set up a Complete Background Check Subtask
Step 1: Add a Task and a Complete Background Check Subtask
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Get started by creating a Task, and then dragging the Complete Background Check Subtask into the middle of the window. This opens the Subtask settings in the left sidebar.
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Start by setting the Link text. This is what will appear in the Subtask shown to the assignee, as a link to the location on the background check platform where they can provide the necessary information for their check. Enter your own wording in the Link text field.
- In the Working location (US state) dropdown, select the Dado user profile field that holds the US state where the person will work. This field is required.
- To set up international background checks, contact help@dadohr.com.
- Then select the package in the Package dropdown.
- If your platform uses nodes or sub-accounts, you will need to select the Node first, and then you will be presented with a list of different packages within that node/sub-account.
If you want different background check packages to be initiated for different types of worker (for instance, employees versus contractors), then add multiple Complete Background Check Subtasks, then use Segments to determine which Subtask goes to which audience.
Step 2: Configure the Data Destinations for the package results
Dado can store the outcome of the overall package and/or sub-checks on a user's profile in Dado, and sync this data out to external systems that you've connected to your Dado organization (such as your HRIS, or Google/Excel sheets).
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In the Subtask settings, scroll down to Data Destinations if needed, and select Add Destination
- Select the result type you'd like to store in the first dropdown
- By default, the result for the overall package, the status for the overall package, and the result of any sub-checks are shown here
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If you would like additional data about the background check to flow into Dado, please contact your Dado Customer Success Manager to discuss.
- In the second dropdown, select the system where you'd like this data stored. For instance: Dado, your HRIS, Google Sheets, Excel Sheets, and so on
- In the third dropdown, select the field or column in that external source where the data should be stored.
- Once you've filled all three dropdowns, click Save
- Repeat this process for every datapoint from the background check you'd like to be stored.
Step 3: Save your Task and your Experience
- Once you've set up the Subtask and the Data Destinations as described in steps 1 and 2, save the Task by clicking Save or Add in the top right
- Then, once you've completed any other changes you want to make to this Experience, click Save changes in the bottom right.