{"id":35783,"date":"2023-12-31T09:10:09","date_gmt":"2023-12-31T09:10:09","guid":{"rendered":"https:\/\/www.process.st\/templates\/new-york-life-background-check-process\/"},"modified":"2024-08-28T10:04:53","modified_gmt":"2024-08-28T10:04:53","slug":"new-york-life-background-check-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/new-york-life-background-check-process\/","title":{"rendered":"New York Life Background Check Process"},"content":{"rendered":"\n<section id=\"collect-applicants-personal-information\">\n <h2>Collect applicant's personal information<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/jMG9yYakaXvTA_uS8htCUw\/New-York-Life-Background-Check-Process.png\" alt=\"Collect applicant's personal information\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/jMG9yYakaXvTA_uS8htCUw\/New-York-Life-Background-Check-Process.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  In this task, you will collect personal information from the applicant. This information is crucial in conducting a thorough background check. Make sure to ask for the applicant's full name, date of birth, address, contact number, and email address. Remember to assure the applicant that all information provided will be treated with utmost confidentiality.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Full Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date of Birth <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"number-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Contact Number <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Email Address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"consent-from-the-applicant-for-the-background-check\">\n <h2>Consent from the applicant for the background check<\/h2>\n <div class=\"text-content\">\n  This task entails obtaining the applicant's consent for conducting a background check. Write a clear and concise explanation of the purpose of the background check and emphasize the applicant's right to give or withhold consent. Make sure to provide a checkbox for the applicant to indicate their consent.\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Consent <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     I consent to the background check\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     I do not consent to the background check\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"submission-of-information-to-thirdparty-background-check-provider\">\n <h2>Submission of information to third-party background check provider<\/h2>\n <div class=\"text-content\">\n  In this task, you will submit the applicant's personal information to a third-party background check provider. This provider will conduct the necessary checks to ensure the applicant's suitability for the position. Provide a text field for any additional instructions or notes needed for the submission.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Additional Instructions or Notes <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"conducting-a-criminal-record-check\">\n <h2>Conducting a criminal record check<\/h2>\n <div class=\"text-content\">\n  This task involves conducting a criminal record check on the applicant. Collect the necessary information and documentation required to perform this check. Make sure to include fields for the applicant's consent for the check, any identification or reference numbers, and any relevant comments or notes.\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Consent for Criminal Record Check <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     I consent to the criminal record check\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     I do not consent to the criminal record check\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Identification\/Reference Numbers <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Comments or Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"reviewing-the-applicants-credit-history\">\n <h2>Reviewing the applicant's credit history<\/h2>\n <div class=\"text-content\">\n  In this task, you will review the applicant's credit history. Obtain the necessary consent and any relevant information required to perform this review. Include fields for consent, identification or reference numbers, and any additional comments or notes.\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Consent for Credit History Review <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     I consent to the credit history review\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     I do not consent to the credit history review\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Identification\/Reference Numbers <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Comments or Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"conducting-an-education-verification-check\">\n <h2>Conducting an education verification check<\/h2>\n <div class=\"text-content\">\n  This task involves conducting an education verification check on the applicant. Collect the necessary information and documentation required to perform this check. Make sure to include fields for the applicant's consent for the check, any educational institution details, and any relevant comments or notes.\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Consent for Education Verification Check <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     I consent to the education verification check\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     I do not consent to the education verification check\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Educational Institution Details <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Comments or Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"verifying-the-applicants-work-history\">\n <h2>Verifying the applicant's work history<\/h2>\n <div class=\"text-content\">\n  In this task, you will verify the applicant's work history. Obtain the necessary consent and any relevant information required to perform this verification. Include fields for consent, employment details, and any additional comments or notes.\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Consent for Work History Verification <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     I consent to the work history verification\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     I do not consent to the work history verification\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employment Details <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Comments or Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-hr-manager-review-of-check-results\">\n <h2>Approval: HR Manager review of check results<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Submission of information to third-party background check provider<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Conducting a criminal record check<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Reviewing the applicant's credit history<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Conducting an education verification check<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Verifying the applicant's work history<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"if-problematic-areas-identified-request-additional-information-from-applicant\">\n <h2>If problematic areas identified, request additional information from applicant<\/h2>\n <div class=\"text-content\">\n  If any problematic areas are identified during the background check process, you will need to request additional information from the applicant. Clearly explain the need for the additional information and provide fields for the applicant to provide the required details. Include any relevant instructions or notes as well.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Additional Information Requested <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Instructions or Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"crossreferencing-the-information-with-various-public-records\">\n <h2>Cross-referencing the information with various public records<\/h2>\n <div class=\"text-content\">\n  In this task, you will cross-reference the collected information with various public records. Provide fields to capture any discrepancies or inconsistencies found during the cross-referencing process. Include relevant instructions or notes as well.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Discrepancies or Inconsistencies Found <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Instructions or Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"final-review-of-all-collected-and-verified-information\">\n <h2>Final review of all collected and verified information<\/h2>\n <div class=\"text-content\">\n  This task involves conducting a final review of all the collected and verified information. Provide fields to capture any final comments or notes on the information reviewed. Include any specific instructions or guidelines for the review process as well.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Final Comments or Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Instructions or Guidelines <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-executives\">\n <h2>Approval: Executives<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Final review of all collected and verified information<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"informing-the-applicant-about-the-results\">\n <h2>Informing the applicant about the results<\/h2>\n <div class=\"text-content\">\n  In this task, you will inform the applicant about the results of the background check. Provide a text area to compose the message to be sent to the applicant. Include any specific instructions or guidelines for communicating the results.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Message to Applicant <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Instructions or Guidelines <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"if-approved-proceed-to-job-offer\">\n <h2>If approved, proceed to job offer<\/h2>\n <div class=\"text-content\">\n  If the applicant's background check is approved, proceed to offering them the job. Provide fields to capture any necessary details for generating and sending the job offer. Include instructions or guidelines for the job offer process.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Job Offer Details <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Instructions or Guidelines <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"if-denied-provide-reason-and-any-possible-dispute-procedure\">\n <h2>If denied, provide reason and any possible dispute procedure<\/h2>\n <div class=\"text-content\">\n  If the applicant's background check is denied, provide them with the reason for the denial and any possible dispute procedure. Include fields to capture the reason and any relevant details or instructions for the dispute procedure.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Reason for Denial <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Dispute Procedure Details <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"secure-and-confidentially-store-files-for-a-period-of-time\">\n <h2>Secure and confidentially store files for a period of time<\/h2>\n <div class=\"text-content\">\n  In this task, you will securely and confidentially store the background check files for a specified period of time. Provide fields to indicate the length of time the files should be stored and any specific instructions or guidelines for the storage process.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Period of Time for Storage <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Instructions or Guidelines <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"keeping-a-record-of-the-process-steps-followed-for-auditing-purposes\">\n <h2>Keeping a record of the process steps followed for auditing purposes<\/h2>\n <div class=\"text-content\">\n  This task involves keeping a record of the process steps followed throughout the background check process for auditing purposes. Provide a text area to document the steps taken and any pertinent notes or details for the audit trail.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Steps Taken <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Notes or Details <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Collect applicant's personal information In this task, you will collect personal information from the applicant. This information is crucial in conducting a thorough background check. Make sure to ask for the applicant's full name, date of birth, address, contact number, and email address. Remember to assure the applicant that all information provided will be treated [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udd0d","cover_icon_url":"","tasks_count":"17","template_description":"Explore the thorough New York Life Background Check Process, ensuring applicant credibility through extensive verification, review, and secure storage systems.","template_id":"mDITxgpexYZc0tqpA6lF7Q","task_0":"Collect applicant's personal information","task_slug_0":"collect-applicants-personal-information","task_1":"Consent from the applicant for the background check","task_slug_1":"consent-from-the-applicant-for-the-background-check","task_2":"Submission of information to third-party background check 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