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Work Number User Guide

Evan Nelson avatar
Written by Evan Nelson
Updated over a year ago

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:

  1. Employment Verification is ordered

  2. Verifications are sent to assigned researchers.

  3. Researchers can choose to submit to Work Number.

  4. When results come back, they will appear in the Work Number Queue. Any further processing would then happen afterward (Quality Assurance, Report Grading, etc).

  5. If no results are returned, then the search will move on to the next default researcher automatically, no charge.d

  6. 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.

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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.

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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.

Screen_Shot_2019-03-28_at_3.28.44_PM.png

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.

Screen_Shot_2019-03-28_at_3.40.00_PM.png

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

Screen_Shot_2019-03-28_at_3.45.58_PM.png

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 – 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 – 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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