Important Actions needed before running a background check:
- The TriNet Applicant Tracking Account Owner needs to complete the company DISA set up process before a background check can be initiated through the integration.
- The user must have a DISA user account.
- The user will need to be given the proper TriNet Applicant Tracking permissions to run a background check by the Account Owner.
- The candidate must be assigned to a job within TriNet Applicant Tracking before you can run a background check.
Initiating a Background Check from TriNet Applicant Tracking:
There are three (3) areas a background check can be initiated for a background check on a candidate.
Home Dashboard
- Click on "Run a Background Check" button.
- Within the "Select Candidate For Background Check" pop-up will display, enter Candidate's name in the "Enter candidate name" field.
- Select the Candidate's name from the drop down.
- Then, click "Continue" to be redirected to the DISA site. (You have the option to change the
candidate's status workflow. Click on the check box next to "Yes, Change the workflow status for
the..." to change the candidate's status workflow.)
Talent Pool
- Once on the Talent tab, find the specific candidate and click on "Choose" under "Actions".
- Click on "Run Background Check" from the drop down window.
- Then, click "Continue" to be redirected to the DISA site. (You have the option to change the
candidate's status workflow. Click on the check box next to "Yes, Change the workflow status for
the..." to change the candidate's status workflow.)
A Candidate's Profile page
- Once on the Candidate's Profile page, click on "Run A Background Check" button.
- Then, click "Continue" to be redirected to the DISA site. (You have the option to change the
candidate's status workflow. Click on the check box next to "Yes, Change the workflow status for
the..." to change the candidate's status workflow.)
DISA Site:
1. Once redirected to the DISA site, you will be logged into your DISA account through Single Sign On (SSO).
2. On the "Ordering Screen", the Candidate's First and Last name, and Email Address will pre-populate in the respective fields.
3. Select a package* by clicking on the "Package" dropdown.
4. Click on "Additional Products" to add additional products* to the order.
5. Within the "Additional Products" popup, search for the desired product > "Add" > "Update Products".
6. Click the "I certify and affirm the foregoing is true and correct" check box under "Certification".
7. Click "Submit Order" to complete the ordering process.
You will be redirected to an order confirmation page.
*Please reference here to learn more about the packages.
DISA training materials here.