Candidate Reference Data

In order for Universal Background Screening (UBS) to retrieve the applicant's data, specific reference questions will need to be created in the Question Bank in Form Management so that the questions can be added to a form in Form Management that will be used to request the applicant's references.

The text of the question in Cornerstone does not need to match the name of the field in UBS, but it must be mapped to the correctly corresponding API label in your portal in order for the data to pass successfully to UBS.

There are three different sets of these questions, since applicants can submit up to three references. Each set represents one applicant reference. It is necessary to create each set. If more than three sets are created, any data outside of the first three sets will not be passed to UBS.

Create Questions

To create the questions:

  1. Navigate to Admin > Tools > core functions > form management > question bank.
  2. Click Create Question.
  3. Select Text as the field type.
  4. Configure each question separately by entering a name for the question in the Question field and entering the API exactly as it is listed in the right-hand column. The "Field Name in UBS" column indicates the exact name of the field in UBS. You can use the UBS field name as your question or enter a different name, but the API will need to correspond exactly so that the applicant's data can be transferred successfully.
field name in UBS enter this api in the api name field on the create question page Field Type
SET 1  
Person Name Universal_Reference_Name_1 Text
Formatted Number Universal_Reference_Phone_1 Text
Relationship Universal_Reference_Relationship_1 Text
SET 2    
Person Name Universal_Reference_Name_2 Text
Formatted Number Universal_Reference_Phone_2 Text
Relationship Universal_Reference_Relationship_2 Text
SET 3    
Person Name Universal_Reference_Name_3 Text
Formatted Number Universal_Reference_Phone_3 Text
Relationship Universal_Reference_Relationship_3 Text

Create Form

Once you have created the questions, navigate to Form Management > Manage Forms and create a form for requesting an applicant's references, making sure to enter Universal_Reference_Form in the API Name field on the Build tab. The purpose of entering this API name is so that the system knows the correct form to send to UBS. See Create Form - Build Tab - Define General Information.

On the form, add the questions that you created above. The references request form will be assigned to applicants on the Manage Applicants page. The form will be available to the applicant from their My Profile page in the career site, where they can then launch and complete the form.