The Background Check stage helps you verify an applicant’s information such as criminal history, work history, and identity.
You can configure this stage to automatically send background check requests and trigger actions based on the results.
When an applicant reaches this stage in the hiring process, Workstream connects with your selected provider to start the screening.
The Background Check stage of the hiring process.
Set up background checks
In Admin View, go to Hiring › Hiring Processes, open the hiring process, then select the Background Check stage. Configure how the background verification process will go when an applicant goes through this step:
Choose a package from the package cards. Each card shows the package name, turnaround time, and included screenings.
📌 If the provider isn't connected yet, you'll see a message asking you to add the integration first. Select Add integration to connect it.
Once saved, these settings will apply automatically each time an applicant enters the Background Check stage.
Automate actions
The Automation tab lets you automate actions based on background check results. Available options include:
When an applicant enters this stage:
Send them a message (default: On) - Turn ON to send applicants the screening link automatically
Mark them as hired (default: Off) - Turn ON to automatically mark applicants as hired once they enter this stage.
When an applicant completes the background check:
Move them to the next step (default: Off) - Turn ON to automatically advance applicants who pass all of their checks. Applicants with a flagged result, such as Needs Review, aren't moved forward automatically.
When an applicant has been in this stage too long without submitting the form:
Send them a reminder (default: On) - Automatically reminds applicants who haven’t completed their background check.
Reject them (default: Off) - Turn ON to automatically reject applicants who don’t complete the screening after a set time.
Monitor applicants in the Background Check stage
After setup, you can track each applicant’s screening progress from the Applicants page.
Go to the Applicants page in Team View.
Go to the Offers and hires tab, then use filters to locate applicants in the Background Check stage.
Select an applicant’s name to open their profile.
Select the Background tab to view their status and invitation details.
From here, you can move the applicant to the next stage or take other actions once the report is ready.
❔Would I be notified when an applicant completes their background check?
You can be. Turn on When a background check is complete in Account settings › Notification settings › Hiring. It's off by default. Once it's on, you'll be notified for applicants in positions and locations you have access to.
