Third-Party Provider
Please note that the instructions in this article pertain to a third-party provider and as such may not reflect all current settings. Should you have any questions or issues, please contact the third-party provider directly.
What's Covered
- Set up Orange Tree Integration
- Add Orange Tree Stage to Workflow
- Orange Tree Partner Status Labels
- Orange Tree Partner Stage Rule
Set up Orange Tree Integration
- Reach out to your CSM or support@fountain.com to enable this feature on your account. Once Orange Tree has been enabled for your account proceed to the next step.
- Contact the Orange Tree team to request the relevant API Key and Account ID.
- Copy and save it for use in Fountain.
- Navigate to the Fountain page. Hover over your username on the top right, and select Integrations.
- Select the Screening tab on the left side. Click Connect to the right of Orange Tree.
- Enter your Orange Tree API Key and Account ID.
- Click Save Changes, and you're done!
Add Orange Tree Stage to Workflow
- Choose Orange Tree Partner Stage to add the stage to your Opening's workflow. Visit this article detailing how to add a stage here.
- When an applicant lands on Orange Tree Partner Stage in the application workflow, they will receive an email or SMS message which will contain the Orange Tree portal link.
- he applicant will click the message link and complete information in Orange Tree’s portal.
Orange Tree Partner Status Labels
You can create partner stage rules on applicants in the Orange Tree stage in the workflow editor. There are several status labels you can take action on. The example status label values are:
| Status Labels | Definition |
|---|---|
| BGC In Progress |
The background check is in progress, and Orange Tree's team is processing it. |
| BGC Complete - Pause |
Indicates an applicant is using Orange Tree’s adjudication service, HireGuide, to resolve a dispute. |
| BGC Complete - Proceed | Indicates an applicant passed the background screening. |
| BGC In Progress - Review | Indicates further review needed on the applicant to make a decision. |
Orange Tree Partner Stage Rule
A user can create a rule to move the applicant through the Fountain funnel. Below is an example of the Partner stage with rule in the Orange Tree partner stage.
Note
It is recommended to have a custom stage with rules to be setup after the Orange Tree stage. Since a background screening may take a day or two to complete, the custom stage with rules can hold the applicant until the final comes back.
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