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SOP-Presearch Background Check

Updated
1 Client Request Integration via Zendesk
2 Support or Account Manager Use macro "Presearch Background Services Certified Integration Set Up" to direct to partnerships
3 Account Manager Send MOU to customer via SFDC opp: See training
4 Account Manager API Subscription is active/signed in Salesforce
5 Account Manager Create an internal comment on the ticket linking back to the MOU& API subscriptions in Sales Force so PAT can see them.
6 PAT

Pre-requisites:

  • Confirm in Salesforce that both the MOU and Active API Subscription exist

AMP Automation tasks:

  1. Identity → Add Tenant to Bold Partner
    • partnerName = presearch
  2. Webhooks → Add AMP Code to Partner
    • partnerName = presearch

Communication:
7 PAT

Add the following information:

Presearch Sharepoint → Update the document "Client " with tenant information.

 

Information to add to both Presearch's Client Document:

  1. Client Name
  2. Client Tenant
  3. Front Office ID
8 PAT

Add the following items to the client's BOLD instance:

 

Talent Activity Types in Bold > Table Editor > Talent Activities & Tasks

  • Background Check Status
  • Background Check Result

 

 Nomination stage in Bold > Table Editor > Job > Nominate Stages

  • Enter Item ="Background Check"
  • Select Item Type = "General"
  • Enter order = 0
  • Mgr View = Unchecked
9 PAT
  1. Use Macro "Creds in Secure SharePoint" to notify Presearch Background of creds
  2. Use Macro "Presearch Background Set up Integration Complete"
  3. Close ticket
10 Presearch Background

Test new integration in Client Prod

Train Client On Product and Integration

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