How to Prepare for Employee Background Check?

To initiate a background check for an employee, follow these steps in the proper order. It is important to ensure that all necessary tabs are fully completed before triggering the background verification process.

1. 🔐 Go to www.officegx.com and log in using your Administrator credentials.
2. 📋 On the left sidebar, navigate to Admin > Users. This will show a list of all users in the system.
3. 👤 Click on the Display Name of the user for whom you want to initiate the background check. This opens the user profile and detailed tabs.
4. 📚 Before initiating the background check, you must complete the following tabs in Additional Info:
   • 🎓 Education – Add/upload documents of academic qualifications including school/college name, time period, and degree earned.
   • 📑 Employee Documents – Upload verified documents such as National ID, Passport, License, and Offer Letters. Ensure all are marked true in Is Verified.
   • 💼 Employment History – Enter all past employment details including company name, role, and duration of employment.
   • 📍 Address – Add the current and/or permanent address including full postal details, city, zip code, and country.
5. 🔎 After all the above tabs are filled:
   • Go to the Additional Info section.
   • Click the Background Check tab.
   • Fill in the following fields:
     • 📋 Background Type
     • 🧑 Name of the candidate
     • 📞 Contact Person’s Name
     • 📧 Email and 📱 Phone of the contact
     • 📂 Upload supporting files (Max size: 2MB)
     • 📝 Remarks or additional notes using the description editor
   • Click Save to complete this step.
6. 📄 Optionally, switch to the Verification Statustab to:
   • You can Update status
   • Enter the Verification Completion Date
   • Add the Agency Name and any comments in Remarks

✅ Once submitted, the background check request is stored and visible under the user’s profile for audit and follow-up purposes.