How to record Background Check documentation on HRLocker

Background check feature, Directory

To comply with legal regulations, it may be necessary to demonstrate that your employees possess the required documentation to work with vulnerable groups or in specific regulated roles. HRLocker provides functionality to efficiently manage and track these essential documents.

All HRLocker packages include the directory feature, where all of your employee's HR information can be stored and quickly accessed as needed.

On any HRLocker package, an employee's background check documents can be uploaded by a Manager or Admin by selecting the 'Add documents' in the Terms of Employment tab.

If you need a more advanced tracker for these documents, we have a "Background Check' section which can be activated for employees who need it.

Once Background Check is enabled, it then needs to be turned on for each office by accessing the office settings

Navigate to Office Settings.

Click on Edit to access the office settings.

Find the Background Check Tab option and enable it if you want to activate the feature.

Once this is done, a new option will appear in your office settings dropdown menu.

This is where you will create the document types 

Clicking on this option opens up the following screen

At first it will be empty, but clicking 'Add New' will allow you to add document types which will be available for employees to upload later. 

Once you've created the document types for your offices, you can then go into the directory and select an employee, and press the 'Background Check' tab in the sidebar

Here any 'essential' documents will be pre-assigned, but if they need to add a document that is not pre-assigned, the manager or employee can click 'Add Document'

The managers and admins will be able to view and validate the records, set a review date, and send an email directly to the employee if there are any outstanding tasks

When adding a document, it can be either through the Add record button for essential documents or the 'Add Document' button where a document type can be selected