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- Background Checks
- Who it's for
- Policy-led workforces
Policy-led workforces
Some employers need a dependable record of who holds a role, which learning was completed and when it expires. This app links employee, position, course enrollment and training record. HR Business Partner can follow employment changes; L&D Admin maintains the course catalog and lasting completion record. The team should agree the policy behind each assignment before loading the first course.
How Background Checks is set up for you
Role changes
Employment history records promotions, transfers and manager changes with effective dates. The current employee record shows the position and manager used by downstream work.
Course work
A course can be marked mandatory and assigned through an enrollment. Completion date and score belong to the enrollment, while the training record carries the lasting completion and expiration.
Review cycles
Performance cycles set the period and due dates. Reviews link the employee subject and reviewer so a released result can be read in context.
Pay release
Payroll runs show calendar, period, pay date and approval state. Payroll Admin should reconcile statements and lines before a run is approved.
Some employers need a dependable record of who holds a role, which learning was completed and when it expires. This app links employee, position, course enrollment and training record. HR Business Partner can follow employment changes; L&D Admin maintains the course catalog and lasting completion record. The team should agree the policy behind each assignment before loading the first course.
Start with one employee group and one active review cycle. Load the positions, employees and course catalog required for that group. Enroll a representative employee, record a completion and set an expiration date. Use the Training Expiry view to check who will need attention when validity changes.
Then rehearse a promotion that changes the employee's position. HR Business Partner records the effective event and checks the current employee detail. L&D Admin reviews the course assignments for the new role. Payroll Admin checks the employee's pay grade and calendar before the next run. The operating policy should name the person who confirms each step; a date or status alone does not replace that decision.
Features to start with
Roles on the team
- Employee
- Self-service record entry on leave, timesheets and goals; read-only on pay, benefits and performance.
- L&D Admin
- Record entry on the learning catalog and training records; read-only on employees and positions.
- Payroll Admin
- Record entry on payroll and tax tables; read-only on employees, benefits, leave and timesheets.
- HR Business Partner
- Record entry on people and performance tables; read-only on pay and benefits.
- Admin
- Superuser: full record CRUD on all 33 HRMS tables, plus every view, report and app setting.
Set up Background Checks your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.