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TABLE OF CONTENTS

• HOW TO PLACE CANDIDATE ENTRY ORDERS
• HOW TO CREATE A CANDIDATE
• HOW TO UPLOAD A CV TO A CANDIDATE APPLICATION
• HOW TO ASSIGN A STAGE
• ADDITIONAL INFORMATION
• HOW TO CHECK 'VERIFILE’S' PROGRESS
• FINAL REPORT
• CANCELLING ORDERS
• CUSTOMER INTEGRATION & MAINTENANCE
• ENABLE THE VERIFILE INTEGRATION
• TECHNICAL SUPPORT

HOW TO PLACE CANDIDATE ENTRY ORDERS

1. To begin, click the white + symbol in the orange square.

[Click images to expand]

2. Select Vacancy.

• Vacancy Details:

3. Complete at a minimum. Your own internal instructions might include what sections to complete beyond these.

    Title > 

    Recruitment Workflow > 

    Automatically send workflow emails for this vacancy > 

    About The Role > 

 4. Company >> add >

5. Under Record, select the appropriate company, store, or service (e.g., Birmingham (Store) (10) and click Apply >

• Verifile Section:

6. Complete the following as per your internal instructions.

    Verifile Package > 

    Verifile Sub Company > 

    Verifile DBS Job Role > 

    Verifile Purpose of Check > 

    Verifile Employment Sector >

7. Click Save at the bottom of the page.

HOW TO CREATE A CANDIDATE

1. To begin, click the white + symbol in the orange square.

2. Select Candidate.

• Contact Info:

3. Complete at a minimum. Your own internal instructions might include what sections to complete beyond these.

    Forenames >

    Surname >

    Email Address >

4. Click Save at the bottom of the page.

HOW TO UPLOAD A CV TO A CANDIDATE APPLICATION

The contact is created at this point and opens in a new page.

1. From the menu bar, select CV >

2. Click New from the Menu Bar >

3. From the upload screen, click Select or drop file here >

4. Locate and select the file from your browser containing the CV >

(Formats permitted include .doc, .docx, .txt, .rtf, .pdf, .wps, .odt) >

5. Click Open to complete the task >

6. Select Upload file >

Congratulations, you've uploaded the candidates CV.

HOW TO ASSIGN A STAGE

The next step is to assign a Stage** that the application is at.

1. At the top of the screen (Blue Bar), click Live Vacancies >

2. Select the Job Role, e.g., Business Analyst (ID: 1045) >

3. Click New >

4. Select the Vacancy, e.g., Business Analyst (ID: 1045) >

5. Select the candidate you've just created to assign to this role >

6. Finally, choose the Stage, i.e., Verifile >

7. Click Save at the bottom of the page.

ADDITIONAL INFORMATION

It is possible to place another order if the original order fails. Error messages are shown to the user.

If an order isn’t placed due to errors, e.g., missing email address, then the issue can be corrected and the order can be tried again.

The custom fields must be filled in before placing the order.

These custom fields, which are for product-specific data, are located in the “Verifile” section of the “Vacancy”, at the bottom of the vacancy form page.

** Orders are automatically placed when the candidate reaches the “Verifile” stage. 

Orders are placed in batches of 25, with 30-second gaps between each, and are scheduled every 15 minutes. 

Customer users can view a high-level status update on each candidate’s profile, including order status and also check statuses after candidate submission.

Status updates are in real time.

The check and order statuses displayed in Eploy are identical to those in the Verifile system. 

The order status is in the yellow box (see the example below).

To integrate with our systems, we'll need the following information:

We need the following from the customer or Eploy:

• Eploy URL (web address)
• Eploy Client ID
• Eploy Client Secret

We also need:

• The Verifile API key for the customer account
• The Verifile Organisation ID for the customer account

ENABLE THE VERIFILE INTEGRATION

Contact Verifile Client Services to request a Verifile API key.

Live Chat (During opening times)

Call us +44 (0) 1234 339 350

Email service@verifile.co.uk

We’ve enclosed a visual workflow document to aid you.

TECHNICAL SUPPORT

For additional information not covered here or help to resolve any issues, please contact Verifile Client Services via Verifile - Contact us.

ATTACHMENT(S)

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