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IntegrationFooter from "/snippets/integration-footer.mdx"; This guidance assumes that you have admin privileges for your Eploy account. - - Please reach out to your integration partner to add an integration stage to the recruitment workflow. Once you move the candidate to that integration stage, the background check will be triggered. - - To configure further in Eploy for background checks, please follow the steps outlined below. - - -## Add a custom option for background check packages - - - - Navigate to the _Custom Fields_ page by selecting _Customize Fields_ from the _Admin_ menu - - Go to Custom Fields page - - - Navigate to the _User Option Types_ tab and click the `New` button to create a new custom option in Eploy - - Go to user option types tab - - - Enter the title as `Background Checks` and then click the `Save` button - - Please use the name `Background Checks`, as this is necessary to ensure that you receive notifications from Eploy. - - - add custom option title - - - The newly created `Background Checks` option will be visible in the _User Option Types_ grid - - added custom option title - - - - - -## Add a custom field within the vacancy group - - - - Navigate to the _Custom Fields_ page by selecting _Customise Fields_ from the _Admin_ menu - - Go to Custom Fields page - - - Navigate to the _Fields_ tab and click the `New` > `Input Field` button to create a new input field in Eploy - - Go to fields tab - - - Select the field values according to the instructions below: - - Please ensure you select the same values as suggested to receive Eploy notifications. - - - - **Field Group:** Select `Additional Details (Vacancies)` - - **Field Type:** Select `Input - Drop-down` - - **Display Format:** Select `Hierarchy List Searchable` - - **Option Type:** Select `Background Checks` (As you have created in above [step](#add-a-custom-option-for-background-check-packages)) - - **Insert Below:** You can select any value here, it will determine where the field appears in the form - - **Active:** Ensure this field is marked as active - - **Field Label:** Select `Background Checks` - - **Help Description:** You may include any relevant description - - Click the `Save` button - - add custom field - - - The newly created `Background Checks` field will be visible in the _Fields_ grid - - added custom field title - - - - - -## Add background check packages - - - You can ask your integration partner to add the background check packages, or you can follow the steps outlined below to add them manually. - - - - - Navigate to the _Drop Down Lists_ page located in the _Admin_ menu - - navigate to dropdown list - - - Select `Background Checks` and click the `New` button to create a new package in Eploy - - select background checks - - - Enter the following field values: - - - **Description:** This will be the label displayed in the dropdown list. - - **Reference:** This can be any string and will not appear in the dropdown list. - - Click the `Save` button. - - click on save - - - The newly created background check package will be visible in the grid - - added background checks field - - - - - -## Configure the background check package for the vacancy - - - - Go to the _Additional Details_ page for specific job vacancies created within the Recruitment Workflow that includes the background check integration stage. - - navigate to additional details page - - - Edit Additional Details, to select the background check package, - - edit additional details - - - The selected background check package will be displayed on the _Additional Details_ page - - selected package - - - + +## Enable the Partner's Integration App in your Eploy account + +To enable the Eploy Technology Partner app and make it available as a stage within a Recruitment Workflow, go to the [Eploy Marketplace](https://www.eploy.com/product/eploy-marketplace). + + ![Eploy Marketplace](/images/eploy/assess-bcs/eploy_marketplace.png) + + +Click the partner's app in the Marketplace that you want to enable. It will direct you to the [Integrate your Eploy with Partner form](https://www.eploy.com/partner/technology-partners). +Fill out the form to initiate your request to enable the integration app. + + ![Eploy Marketplace](/images/eploy/assess-bcs/eploy_marketplace_request_form.png) + + +Once the partner's app is enabled, it appears in the **Stages** dropdown when creating or editing Recruitment Workflows. + + + Visit the [Add a Recruitment Workflow](#add-a-recruitment-workflow) section to verify if the partner's integration app is enabled and visible in the Stages dropdown. + + + +## Add a Recruitment Workflow + +Navigate to the _Recruitment Workflow_ page from the _Admin_ menu. + + ![Eploy Integration app Stage](/images/eploy/assess-bcs/eploy_navigate_to_recruitment_workflow.png) + + +Click the `+ New` button to create a new workflow. + + ![Eploy Integration app Stage](/images/eploy/assess-bcs/eploy_new_recruitment_workflow.png) + + +Fill out the necessary fields in the _Create Recruitment Workflow_ form as per the requirements, and click `Save`. + + ![Eploy Integration app Stage](/images/eploy/assess-bcs/eploy_create_recruitment_workflow_form.png) + + +Scroll down and click the `Add` button to add stages in the workflow. + + ![Eploy Integration app Stage](/images/eploy/assess-bcs/eploy_add_stage_button.png) + + +You can choose various stages as per the requirements and select the partner's integration app stage from the Stages dropdown to trigger the background check notification. + +For the partner's integration app stage, select the following values: +- **Stage Name:** Select the partner's integration app name. + + + If your partner's integration app is enabled, it'll appear in the **Stages** dropdown such as `Your Integration Stage`, else contact Eploy support to enable the integration app. + + +- **Stage Type:** Select `Actions`. +- **Action Type:** Select the partner's integration app name. + +You may configure other settings as per the requirements and click `Save` to add this stage to the workflow. + + ![Eploy Integration app Stage](/images/eploy/assess-bcs/eploy_add_integration_stage_hub.png) + + +After saving, the stage appears in the workflow. + + ![Eploy integration stage](/images/eploy/assess-bcs/eploy_stage_appear_in_the_workflow_hub.png) + + +Ensure the workflow is set to `Active` to be visible when creating a vacancy. + + ![Eploy activate workflow](/images/eploy/assess-bcs/eploy_activate_workflow.png) + + +The newly created workflow appears in the _Recruitment Workflow_ grid. + + ![Eploy saved workflow](/images/eploy/assess-bcs/eploy_workflow_visible_in_grid.png) + + + +## Create a Vacancy in the Workflow + +Navigate to the _Vacancy_ page via `+` button in the top menu. + + ![Eploy navigate to vacancies](/images/eploy/assess-bcs/eploy_vacancy_navigation.png) + + +Fill out the vacancy form by choosing the **Recruitment Workflow** that includes the partner's integration app stage you added earlier. You can also configure other fields as per the requirements and click `Save`. + + ![Eploy create vacancy](/images/eploy/assess-bcs/eploy_create_vacancy.png) + + +You will be directed to the vacancy page after saving. + + ![Eploy create vacancy](/images/eploy/assess-bcs/eploy_created_vacancy_page.png) + + +You can see the partner's integration app stage in the vacancy's talent pipeline by navigating to `Work on Vacancy` > `Go to Pipeline`. + + ![Eploy integration stage in talent pipeline](/images/eploy/assess-bcs/eploy_navigate_to_vacancy_pipeline.png) + + +The stage appears in the vacancy's talent pipeline. + + ![Eploy integration stage in talent pipeline](/images/eploy/assess-bcs/eploy_vacancy_stage_appears_hub.png) + + + +## Select a Background Check package to associate with the vacancy + +Navigate to the _Additional Details_ page of the vacancy to select and associate the background check package. + + ![Eploy navigate to additional details page of vacancy](/images/eploy/assess-bcs/eploy_navigate_to_additional_details_page_of_vacancy.png) + + +Edit the _Additional Details_, select the background check package from the `Background Checks` dropdown, and `Save` the changes. + + ![Eploy select background check package](/images/eploy/assess-bcs/eploy_edit_additional_details.png) + + +The selected background check package will appear on the _Additional Details_ page. + + ![Eploy selected background check package](/images/eploy/assess-bcs/eploy_selected_bc_visible_on_vacnacy_page.png) + + + +## Create a Candidate and add as an applicant to the vacancy + +Navigate to the _Candidate_ page via `+` button in the top menu. + + ![Eploy navigate to candidates](/images/eploy/assess-bcs/eploy_navigate_to_candidates.png) + + +Fill out the necessary details in the **Create Candidate** form and `Save`. + + ![Eploy create candidate](/images/eploy/assess-bcs/eploy_create_candidate_form.png) + + +You will be directed to the candidate's profile page after saving, where you can initiate the candidate's application by clicking `Application` under the `+` button menu. + + ![Eploy create vacancy](/images/eploy/assess-bcs/eploy_candidate_created_and_apply_to_vacancy.png) + + +Select the **Vacancy** and **Stage**, and then `Save` to add the candidate as an applicant to the vacancy. + + ![Eploy apply to vacancy](/images/eploy/assess-bcs/eploy_create_application_form.png) + + +You can see the candidate added as an applicant to the vacancy by navigating to the vacancy's talent pipeline. + + ![Eploy candidate added to vacancy](/images/eploy/assess-bcs/eploy_navigate_to_vacancy_pipeline.png) + + +The candidate appears in the **Stage** you selected when creating the application. + + ![Eploy candidate in pipeline](/images/eploy/assess-bcs/eploy_candidate_in_pipeline_hub.png) + + +You can move the candidate's application to the partner's integration app stage to trigger the background check. ## Move the candidate within the pipeline - - - To navigate to the _Pipeline_ page, click on the `Go to Pipeline` option located under the `Work on Vacancy` dropdown menu on the vacancy page - - navigate to pipeline page - +To navigate to the _Pipeline_ page, click on the `Go to Pipeline` option located under the `Work on Vacancy` dropdown menu on the vacancy page + + navigate to pipeline page + - Move the candidate to the integration stage to initiate the background check invitation - - move candidate - - - +Move the candidate to the integration stage to initiate the background check invitation + + move candidate + ## To view the sent background check invitation - - - Navigate to the _Pipeline_ page and click on the candidate to check the sent background check invitation - - check the sent background check invitation - - - +Navigate to the _Pipeline_ page and click on the candidate to check the sent background check invitation + + check the sent background check invitation + ## To view the updated result of the background check - - - Go to the _Pipeline_ page and click on the candidate to view the updated result of the background check - - check the updated result of the background check - - - +Go to the _Pipeline_ page and click on the candidate to view the updated result of the background check + + check the updated result of the background check +