Start a Background Investigation in Workwisely: A Guide

Background Investigation

  • Navigate to Recruitment → Job Candidates → Stages (Hired).

  • The background verification process can be initiated only after the candidate’s status is updated to Hired. The offer letter can be released either before or after the background verification process.

  • Click the three-dot menu under the Actions column to begin the background investigation.

  • An email template will appear—click Preview Email to review the details, then click Send Email to initiate the process.

  • The designated verification contact will receive the email to conduct the background investigation for the respective candidate.

  • Once the investigation is complete, the feedback can be updated by navigating to Recruitment → Job Candidates → Stages (Background Investigation).

  • Click on the candidate’s record, go to the profile, and update the Candidate Status to one of the following:Background Investigation Initiated,Background Verification Success,Background Verification Failure and Background Investigation Completed.




Fig: Background Investigation Email Notification





Fig: Candidate Status for Background Investigation

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