Initiate background verification of the required candidate by sending a request to complete an application through an invite email.

Before you begin

Procedure

  1. Navigate to All > First Advantage Spoke > First Advantage Cases.
  2. Search for the required task.
  3. Ensure that the Send Invite link option is selected and the Use "Order As" option isn't selected.
  4. Change the State of the task from Draft to Ready.
    • The First Advantage - Candidate Background Verification using Invite flow is triggered.
    • State is changed to In Progress.
    • In the Employee Tasks tab, a record is created and its details such as Number, Invite ID and so on, are populated. Open the record to access details such as Invite URL, Candidate ID, and so on. Also, real-time updates are displayed here.
      Note: The Employee Tasks tab displays all the invite records created for the user.
    • In the Order History tab, a record is created and its details such as Number, Short Description and so on, are populated.
      Note: The Order History tab displays all the order records created for the user.
    • Real-time updates and System Administrator events are displayed in the Order Details tab.
      Note: Order ID is populated only after the invite is executed successfully. For example, Order ID isn't populated if the candidate has declined to complete the application form.
    • An invite email is sent to the candidate.

Result

After accessing the invite email, candidate can either complete the application form or decline. If candidate fills and submits the application form,First Advantage approves, cancels, or rejects the task after performing the background verification.
  • The status and all other details can be accessed in real-time by navigating to First Advantage Spoke > Employee Tasks.
  • Guest events are displayed in the respective First Advantage Employee Task record.
Note:
  • You must set up the webhooks to receive the guest event updates. See Set up First Advantage webhooks for information on setting up the webhooks.
  • If the candidate has declined the request for background verification, the Order record isn't created for the task.