Zoho Hire Right Integration Demo Slides Initiate a

Initiate a New BGC 1. Select the relevant candidate 3 © 2020 Hire. Right.

Initiate a New BGC 2. Click on the Schedule Hire. Right BG check option

Initiate a New BGC 3. Select the relevant Package Notes: 5 § Packages are

Initiate a New BGC 4. Click the Schedule Background Check button Notes: § 6

Initiate a New BGC 5. In case a duplicate is detected, a duplicate warning

Initiate a New BGC 6. Success notification is shown and the window will be

Initiate a New BGC 7. Applicant receive the invitation email and login to Hire.

SMS Text Invites § If candidate has a mobile number & accepted the consent

Check BGC Status 1. Scroll down to the bottom of the candidate’s page to

Check BGC Status Note that you can select the fields you want to display

Check BGC Status 2. Click on the Hire. Right Background Check to go to

Check BGC Status 3. The status detailed page displays all relevant background check fields

Check BGC Status Note that you can arrange the fields on the page as

Check BGC Status Initiated when the request was submitted but not processed yet 18

Check BGC Status Sent to Applicant when the invitation was sent to the applicant

Check BGC Status Pending Applicant when the applicant started working on the forms 20

Check BGC Status In. Progress when the order is in progress, after applicant submitted

Check BGC Status Completed when the order is completed with relevant adjudication status 22

Check BGC Status Completed when the order is completed with relevant adjudication status 23

Check BGC Status Cancelled when the invitation is cancelled 24 © 2020 Hire. Right.

Check BGC Status Invite Expired when the invitation is expired 25 © 2020 Hire.

Check BGC Status It is also possible to pull statuses manually in case there

Check BGC Status Clicking on Hire. Right BG checks displays all background checks for

Check BGC Status Note that you can select which fields to display 28 ©

Access BGC Report Access the report Single Sign On (SSO) by clicking on Hire.

Access BGC Report The Enhanced Report is opened 31 © 2020 Hire. Right. All

Access BGC Report Clicking on Hire. Right Dashboard button opens Hire. Right screening manager

Install the Hire. Right Extension 1. Find the Hire. Right Extension in the marketplace

Install the Hire. Right Extension 2. Click Agree and Continue 35 © 2020 Hire.

Install the Hire. Right Extension 3. Select the relevant Users/Profiles and click Confirm 36

Install the Hire. Right Extension 4. Click on the first Authorize button 37 ©

Install the Hire. Right Extension 5. Enter the Hire. Right Reference Id and click

Install the Hire. Right Extension 6. Click on the second Authorize button 39 ©

Install the Hire. Right Extension 7. Click Next 40 © 2020 Hire. Right. All

Install the Hire. Right Extension 8. Type in the Hire. Right Company ID and

Install the Hire. Right Extension 9. The Hire. Right Extension is installed 42 ©

Users Setup 1. Click on the Settings button and then click Marketplace 44 ©

Users Setup 2. Find the Hire. Right Extension and click on Configure 45 ©

Users Setup 3. Click on the first Authorize button 46 © 2020 Hire. Right.

Users Setup 4. Enter the Hire. Right Reference Id and click Save Details 47

Users Setup 5. Click on the second Authorize button 48 © 2020 Hire. Right.

Users Setup 6. Click Finish 49 © 2020 Hire. Right. All rights reserved. Confidential.

Slides: 49

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Zoho – Hire. Right Integration Demo Slides

Initiate a New Background Check (BGC)

Initiate a New BGC 3. Select the relevant Package Notes: 5 § Packages are being pulled from Hire. Right account in real time (when the page is opened) § All packages from all accounts (US+UK) are displayed § Duplicated packages are removed § Users can see packages only from accounts they belong to © 2020 Hire. Right. All rights reserved. Confidential.

Initiate a New BGC 4. Click the Schedule Background Check button Notes: § 6 It is required to check the “I agree to share these fields detail…” checkbox © 2020 Hire. Right. All rights reserved. Confidential.

Initiate a New BGC 5. In case a duplicate is detected, a duplicate warning appears Notes: 7 § You can select if to Cancel the request or if to Initiate the Background Check anyway § There is also an option to go to Hire. Right Dashboard SSO to check more details on the duplicates © 2020 Hire. Right. All rights reserved. Confidential.

Initiate a New BGC 7. Applicant receive the invitation email and login to Hire. Right Applicant Center to complete the background check forms § The next step is for the Applicant to complete any requirements via the online form. § Click here to view details on Applicant (or Requestor) submission steps. 9 © 2020 Hire. Right. All rights reserved. Confidential.

SMS Text Invites § If candidate has a mobile number & accepted the consent to receive notification via phone, text invitations (SMS) are sent in addition to the email invitations § Note that text invites may not work in all countries and/or for all cell phone carriers 10 © 2020 Hire. Right. All rights reserved. Confidential.

Check Background Check (BGC) Status

Check BGC Status Note that you can arrange the fields on the page as you wish In order to do that: 16 § Go to Settings § Click Modules § Click Hire. Right BG checks § Drag and drop the fields to the location you like © 2020 Hire. Right. All rights reserved. Confidential.

Check BGC Status Note that you can arrange the fields on the page as you wish In order to do that: 17 § Go to Settings § Click Modules § Click Hire. Right BG checks § Drag and drop the fields to the location you like © 2020 Hire. Right. All rights reserved. Confidential.

Access Background Check (BGC) Report

Access BGC Report The Enhanced Report is opened 31 © 2020 Hire. Right. All rights reserved. Confidential. § Including report summary, report details, change tracker, and more § Including option to adjudicate, live chat, extend, print, and more

Zoho Config Install the Extension

Zoho Config Users Setup