What we'll review:
General Workflow
Submitting to Work Number
Queue Details
Matching Screen
Entering Comments
Discrepancy Handling
Heart Beat status
Work Number Webinar - May 2019
General Workflow
To get started, ensure credentials and fees are configured. See Work Number Getting Started for details.
The Work Number results will follow this basic workflow:
Employment Verification is ordered
Verifications are sent to assigned researchers.
Researchers can choose to submit to Work Number.
When results come back, they will appear in the Work Number Queue. Any further processing would then happen afterward (Quality Assurance, Report Grading, etc).
If no results are returned, then the search will move on to the next default researcher automatically, no charge.d
Clicking on an applicant name will bring up the Work Number Queue matching screen. This is where you review the actual results sent back, and match the verified results to the appropriate employment history within the search. Within this view, you can see each employment history's detail on the left and the information initially provided by the applicant on the right.
Submit to Work Number
The Submit to Work Number option will take you to the Employment Verification Researcher Assignment screen. Since Work Number is SSN based you can send all of the EMPV searches on the report to Work Number to attempt a match or you can opt out searches you know are not in the Work Number database.
Queue Details
To access the Work Number Results queue, navigate to Report Management, then Work Number Results. This permission is dictated by the "View Results" option in the administrator's permissions.
There are 3 sections to the Work Number Results Queue:
Waiting For Results - This lists all applicants that have an active, unfulfilled Work Number request. This is where the applicant's Employment Verification searches will await results from the Work Number integration.
Results Found - When a request for Employment Verification from The Work Number is fulfilled, and results are found for an applicant, it will appear in this queue awaiting results matching.
Needs Attention - Any requests that encounter an error or issue with the data provided will appear in this queue. The error message can be viewed by hovering over the status.
By default, The Work Number Results queue will display the combined queue of All.
Each column is sortable by clicking the appropriate header value. Filtering can be done by the client or subject name column by typing the filter value into the filter box.
Clicking the search ID will open the report level view. Clicking the applicant's name will open the Work Number Results Matching screen.
Matching Screen
The Work Number Results Matching screen will show all of the information that was provided for each applicant for each of their employment verifications.
It will also show all of the information that is provided back by the Work Number for the applicant's employment, matching between what information was provided to what was returned.
From the above matching screen, clicking on a result and a request will match up employments. The screen is sorted into two lists; the employers and work history that the applicant provided on the right, and the employment history for the applicant in The Work Number's database on the left.
Click one from each side to match a result to a request. Employments can be sorted by using the sorting drop to reorder. Currently available to sort by Start Date, or Company Name. Please note that different date formats may effect the sorting.
Once Matched, set the status of the match. This would either be Verified, or Verified w/Discrepancy (can trigger the QA process). Matches can be undone by clicking the matched entity to redisplay the employment details. Clicking either of the employments from here will un-match the results.
Comments
Comments can be entered for any work number fields that are not part of the typical EMPV search, such as "re-hire" date. The comments will appear in the same "verified" box available to also be edited in QA.
Verified w/Discrepancy
The status "Verified w/Discrepancy" is a possible completion option. This option should help draw attention to information that is somewhat correct but may have a variation from what the applicant entered.
The status "Verified w/Discrepancy" will apply to the final report if chosen, or if QA settings are set to review "verified results".
Confirm Submission
After completing all the matches the processing is completed by clicking the confirm button at the bottom of the screen. The system will then prompt a confirmation box, which provides a rundown of the searches, which were matched, which were not, and what will happen next to the searches in question
In the example screenshot above, there is one match that was verified. The client's QA settings are to send Verified employment histories to QA, so the system is showing this match as going to QA next.
Two EMPVs were provided by the applicant, but The Work Number did not have any work history to match it to. These will be sent to the default researcher for the Employment Verification Search type.
The remaining items were found by The Work Number, but the applicant did not provide these will be included on the Work Number results PDF attached to the search, but not ordered as employment verifications.
Click Send to finalize.
No Matches
If there are no matches to be made, then hit the "confirm" button which will release the orders from this queue and assign back to the original researchers.
Needs Attention
Any Work Number requests where we receive a data error will be displayed here for correction/processing.
Heart Beat
The integration has been designed with a "Heart Beat" status system, where we continually ping The Work Number webservice for a healthy response.
If we do not receive one in response, The Work Number searches will be resubmitted to the default researcher, or if using Researcher Groups, to the assigned default researcher for the group.
Test Data
799005059 | Active | A | Active with termination date |
799005060 | Active | A | Negative income YTD amounts |
799005061 | Surviving Spouse | A | Surviving spouse status code |
799005062 | Active | A | This test case has extreme values associated to the maximum amount of data in fields returned |
799005063 | No Longer Employed | I | No longer employed status code |
799005064 | Transferred | I | Transferred status code |
799005065 | On Sabbatical | A | On Sabbatical status code |
799005066 | On Leave | I | On Leave status code |
799005067 | Multiple Positions | A | Multiple positions status code |
799005068 | New Employee | A | New Employee status code |
799005069 | Lay Off | I | Layoff status code |
799005070 | Part Time | A | Part-time status code |
799005071 | Deceased | I | Deceased status code |
799005072 | Retired | A | Retired status code |
799005073 | Separated | I | Separate status code |
799005074 | Terminated (No Longer Employed) | I | Terminated status code |
799005075 | Currently Employed | A | Currently employed status code |
799005076 | Temporarily Inactive | A | Temporarily inactive status code |
799005077 | Severed with Pay | I | severed with pay status code |
799005078 | Intern | A | Intern status code |
799005079 | Temporary | A | Temporary status code |
799005080 | Seasonal | A | Seasonal Status Code |
799005081 | Part of Divested Population | I | Part of divested population status code |
799005082 | Active | A | |
799005083 | Blocked | 0 | Blocked status code |
799005084 | Full-Time | A | Fulltime status code |
799005085 | Non-employee Beneficiary | A | Non - Employee Beneficiary status code |
799005086 | Inactive | I | |
799005087 | Inactive | I | Most Recent Hire Date and Termination Date are within the same month. |
799005088 | Inactive | I | |
799005089 | Active | A | Re-Hire under same employer code. |
799005090 | Active | A | Active with termination date |
799005091 | Active | A | 4 total records for this SSN |
799005092 | Active | A | 4 total records for this SSN |
799005093 | Active | A | FCRA - Dispute - Progress |
799005094 | Active | A | |
799005095 | Active | A | Added decimal amount to pay rate |
799005096 | Active | A | Has Annual Pay Period Frequency "01" |
799005097 | Active | A | |
799005098 | Active | A | |
799005099 | Active | A | Added decimal amount to pay rate |
799005100 | Active | A | |
799005101 | Active | A | Added Weekly Pay Rate |
799005102 | Active | A | |
799005103 | Active | A | 4 total records for this SSN |
799005104 | Active | A | |
799005105 | Active | A | Added Bi-Weekly Pay Rate |
799005106 | Active | A | Multiple work times - Employee works in different divisions of the company at th sametime. IE is a server and a line chef. |
799005106 | Active | A | Multiple work times - Employee works in different divisions of the company at th sametime. IE is a server and a line chef. |
799005108 | Active | A | Added Semi-Monthly Pay Rate |
799005109 | Active | A | Empty Average Hours Worked |
799005110 | Active | A | FCRA - Freeze β SSN |
799005111 | Active | A | Added Pay Rate using 4 decimal places |
799005112 | Active | A | |
799005113 | Active | A | Added decimal amount to pay rate |
799005114 | Active | A | |
799005115 | Active | A | FCRA - Freeze β SSN/ER |
799005116 | Active | A | Hire Date within last 90 Days |
799005117 | Active | A | Added decimal amount to pay rate |
799005118 | Active | A | |
799005119 | Active | A | FCRA - Bad Record Block |
799005120 | Active | A | Added Monthly Pay Rate |
799005121 | Active | A | |
799005122 | Active | A | FCRA - ID Theft Block - Correct Record |
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