Workday BGC & SMS Workflow Guide

STAFF

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” action in Workday.

Staff 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 and SMS process, simultaneously.

Staff recruitments that only require a SMS process, HR Partner will select “Request for Offer” action in Workday. (Workday does not provide a “SMS Process” action for Staff). This will notify your HR Service Team to initiate the SMS process.

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

NOTE: All Staff recruitments require a SMS process to be completed. As for background checks, they depend on position requirements. Please contact your HR Service Team 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 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 the BGC status is listed as “completed” does not mean the BGC results review is completed.  For example:

STEP 3:
When BGC and SMS process is complete, HR Service Team will approve the “Background Check” action in Workday.

If staff recruitment requires a background check and SMS process, both must be complete before the HR Service team approves “Background Check” 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.  

Note: Before moving forward with the offer letter or employment agreement, ensure the application status in Workday is listed as “Make Background Check Decision.” 

STEP 4:
Hiring department makes verbal offer.

WSU BPPM 60.17 (AP) and BPPM 60.18 (CS) require all offers to be approved by an Appointing Authority.

Verbal offer must contain the following information:

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

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

STEP 5:
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 6:
HR Partner prepares official offer letter in Workday.

Workday will route official offer letter to the Appointing Authority. After the Appointing Authority approves official offer, the candidate can access the official offer letter in their Workday applicant account.

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

STEP 7:
When candidate accepts official offer letter, 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.  

Questions? Please contact
your HR Service Team!

Federally Funded Positions


STEP 1:
HR Partner submits “Request for Offer” 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 “Request for Offer” action in Workday.

Once HR Service team approves the offer request, 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.  

Note: Before moving forward with the offer letter or employment agreement, ensure the application status in Workday is listed as “Make Background Check Decision.” 

STEP 4:
Hiring department makes verbal offer.

WSU BPPM 60.17 (AP) and BPPM 60.18 (CS) require 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.
  • Salary offered – not to exceed posted salary on job requisition.
  • Tentative start date.
  • Other employment conditions, hiring incentives, relocation, 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 title “Federally Funded Verbal Offer Confirmation”. The HR Partner or Recruiter will select the final candidate in Workday, click the Send Message 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 and 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 candidate’s status to “Make Background Check Decision” action in Workday.  

NOTE: If the BGC status is 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 “Make Background Check Decision.” For example:

STEP 9:
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 10:
HR Partner prepares official offer letter in Workday.

Workday will route official offer letter to the Appointing Authority. After the Appointing Authority approves the offer letter, the candidate can access the official offer letter in their Workday applicant account.  

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

STEP 11:
When candidate accepts official offer letter, 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.