Workday BGC & SMS Workflow Guide

FACULTY

Below does not reflect the full recruitment process. It outlines the differences in the sexual misconduct statement (SMS) and background check (BGC) process based on whether the position is federally or non-federally funded. For more information, please click the drop down at each step.

Non-Federally Funded Positions


STEP 1: HR Partner submits “Background Check” and/or “SMS Process” action in Workday.

Faculty recruitments that require a background check, HR Partner will select a Background Check package and submit “Background Check” action in Workday. This will notify your HR Service Team to initiate the background check.

Faculty recruitments that only require a SMS process, HR Partner will select the “SMS process” action in Workday. This will notify your HR Service Team to initiate the SMS process.

NOTE: All Faculty recruitments require a SMS process to be completed. As for background checks, they depend on position requirements. Please contact HRS for questions or advice.

*Refer to WSU BPPM 60.16. for background check policy.
*The SMS process is in compliance with Washington State law. Refer to RCW 28B.112.080, Sexual Misconduct – Offers of Employment – Requirements. For more information, visit HRS Sexual Misconduct Statement Guideline

STEP 2: HR Service Team initiates the BGC and/or the SMS process.

BGC: Depending on candidates’ promptness in providing personal information to our third-party vendor, a standard BGC may take up to 3 to 5 business days; any add-ons may take up to 10 business days.

SMS: Depending on the candidates’ employment history, the SMS process may take up to 3 to 5 business days. SMS process is completed outside of Workday.

Note: If a sexual misconduct statement and/or background check requires additional analysis, this will delay the completion process.

STEP 3: When BGC and/or SMS process is complete, HR Service Team will approve the action in Workday.

If a faculty recruitment requires a background check and SMS process, both must be complete before the HR Service team approves action in Workday.  

Once HR Service team approves action, Workday will initiate the employment agreement process. The employment agreement must not move forward until a verbal offer is made and the background check process is completed.  

STEP 4: Hiring department makes verbal offer.

WSU BPPM 60.11 requires all offers to be approved by an Appointing Authority.

Verbal offer must contain the following information:

  • Position title offered.
  • Faculty status offered.
  • Salary offered – not to exceed posted salary on job requisition.
  • Tentative start date.
  • Other employment conditions (relocation, startup, hiring incentive, etc.)

NOTE: Candidates may engage in negotiations during the verbal offer process.

STEP 5: Hiring department prepares official offer letter outside Workday.  

Offer Letter templates are available on the HRS website. Submit official offer letter to be reviewed and approved by the Appointing Authority and HR Service Team.  After approvals, the official offer letter can be sent via email or mail, depending on candidate preference. 

Hiring department moves Workday action to “Offer” to initiate the employment agreement.  

NOTE: If candidate wishes to renegotiate offer terms, HR Partner will move candidate Workday status to “Renegotiate Offer”.  

STEP 6: HR Partner initiates the employment agreement in Workday.  

Submit the employment agreement to be revised and approved by the Appointing Authority and HR Service Team.  

STEP 7: When candidate accepts official offer letter, can move the candidate to “Ready for Hire” to begin the Hire process in Workday.  

Once the candidate is moved to Ready for Hire, the HR Partner receives the My Tasks to initiate the Hire for external candidates or Change Job or Add Additional Job for internal candidates.

Contact your HR Service Team if you have any questions or concerns during this process.  

Questions? Please contact
your HR Service Team!

Federally Funded Positions


STEP 1: HR Partner submits “SMS Process” action in Workday.

The Workday action notifies your HR Service Team to initiate the SMS process.

STEP 2: HR Service Team initiates the SMS process.

Depending on the candidates’ employment history, the SMS process may take up to 3 to 5 business days. SMS process is completed outside of Workday.

*The SMS process is in compliance with Washington State law. Refer to RCW 28B.112.080, Sexual Misconduct – Offers of Employment – Requirements. For more information, visit HRS Sexual Misconduct Statement Guideline

Step 3: When SMS is complete, HR Service Team will approve “SMS Process” action in Workday.

Once HR Service team approves the action, Workday will initiate the employment agreement process. The employment agreement must not move forward until a verbal offer is made and the background check process is completed.  

STEP 4: Hiring department makes verbal offer.

WSU BPPM 60.11 requires all offers to be approved by an Appointing Authority.

Verbal offer must contain the following information:

  • Offer is contingent upon successful background check.
  • Position title offered.
  • Faculty status offered.
  • Salary offered – not to exceed posted salary on job requisition.
  • Tentative start date.
  • Other employment conditions (relocation, startup, hiring incentives, etc.)

NOTE: Candidates may engage in negotiations during the verbal offer process.

STEP 5: HR Partner/ Recruiter sends the final candidate the verbal offer confirmation message through Workday.

Hiring department must provide the candidate written confirmation of verbal offer using the Working applicant message template titled: Federally Funded Verbal Offer Confirmation.

The HR Partner or Recruiter will select the final candidate in Workday, click the “send” button and select the “Federally Funded Verbal Offer Confirmation” template. The HR Partner or Recruiter will need to edit the relevant sections of the message template before sending the Workday message to the candidate.

NOTE: Candidates may engage in negotiations after receiving the verbal offer confirmation message. Once verbal offer is extended, their Workday applicant status can move to “Background Check” action. 

STEP 6: HR Partner selects BGC package & submits “Background Check” action in Workday (if applicable).

Please visit Background Checks to review available background check packages and the base prices. Background package choice is submitted through the Workday process. Contact your HR Service Team for BGC questions or advice.

*Refer to WSU BPPM 60.16. for background check policy.

STEP 7: HR Service Team initiates background check (if applicable).

Depending on candidates’ promptness in providing personal information to our third-party vendor, a standard BGC may take up to 3 to 5 business days; add-ons may take up to 10 business days.

STEP 8: HR Service Team provides BGC results to hiring department (if applicable).

Once completed, the HR Service Team will review the background check results. If background check requires consultation with the department, HR Consultant will follow up with the Appointing Authority. If satisfactory, your HR Service Team will approve “Background Check” action in Workday. This will move candidates’ status forward in Workday.  

NOTE: The background check status listed as “completed” does not mean the BGC results review is completed. For example:

Before moving forward with the offer letter or employment agreement, ensure the application status in Workday is listed as “Offer.” For example:

STEP 9: Hiring department prepares official offer letter outside Workday.  

Offer Letter templates are available on the HRS website. Submit official offer letter to be reviewed and approved by the Appointing Authority and HR Service Team. After approvals, the official offer letter can be sent via email or mail, depending on candidate preference.  

NOTE: If candidate wishes to renegotiate offer terms, HR Partner will move candidate Workday status to “Renegotiate Offer”.  

STEP 10: HR Partner initiates the employment agreement in Workday.  

Submit the employment agreement to be reviewed and approved by the Appointing Authority and HR Service Team

STEP 11: When candidate accepts official offer, HR Partner can move the candidate to “Ready for Hire” to begin the Hire process in Workday.  

Once the candidate is moved to Ready for Hire, the HR Partner receives the My Tasks to initiate the Hire for external candidates or Change Job or Add Additional Job for internal candidates.

Contact your HR Service Team if you have any questions or concerns during this process.