Background check categories
You will first need to set up a background check category which can then be associated with a background check type.
To create a background check category:
Go to Setup and click Settings.
Click Module Settings, then HR.
Click Background Check Categories, then Add Background Check Category.
Enter the name in the Description field and click Save.
Background check types
To create a background check type:
Go to Setup and click Settings.
Click Module Settings, then HR.
Click Background Check Type, then Add Background Check Type.
Enter the name in the Description field.
Select a category from the Check Category dropdown.
Select an option from the Background Check Reporting Category dropdown.
This will determine the category that this type will show under in the Single Central Data Report.
(Optional) Select an option from the Higher Level Check dropdown if needed.
Click Save.
📌 Note: For both categories and types, tick the Obsolete box and this will no longer show as an option when adding background checks to employees.