Yes, AccuSourceHR seamlessly integrates with over 40 of the most widely utilized Payroll systems, Applicant Tracking Systems (ATS), and Human Capital Management (HCM) including:
If you are interested in more information or don't see your system on the list, please reach out to our Customer Success team at customersuccess@accusourcehr.com.
Our live chat connects you with our Customer Success Team or Drug and Occupational Health Team, dependent upon your support request.
After clicking the chat bubble and entering your basic contact information, you will be asked "Which department are you trying to reach?" with a dropdown that offers the option of selecting either our Customer Success Team or the Drug and Occupational Health Team.
The blue header bar of each screen (Profiles, Orders, etc.) in SourceDirect allows you to sort in alphabetical or numerical order depending on the column you choose.
You can also filter any screen (Profiles, Orders, etc.) in SourceDirect by using the empty row directly below the blue header bar.
For example, to filter the Subject Name to locate anyone who has “Jones” in their name, click into the empty cell below the Subject Name header, type Jones and press the enter key on your keyboard. The screen will then filter down to anyone with Jones in that field.
Note: The "Actions", "SSN", and "Country ID" columns do not allow filtering.
To filter a specific date range you can select either the Created Date/Time column or the Completed Date/Time column and click into the empty cell below either of those column headers. After the date and time picker displays the specific date range you want, click Apply .
The system shows 25 items on the screen at a time but can be expanded by clicking on the 25 and changing it to any number up to the total available, which is displayed next to the 25.
You can download the sorted/filtered data to an Excel spreadsheet by clicking the "Download" button.
Candidate invites are sent on the first day of registration and daily thereafter until either the registration period expires, or the candidate completes and submits their MySource process.
The default registration period is 15 days from the registration date. After deactivation, the profile status will change to "Failed to Register."
The client user who registers a candidate receives notifications at 5, 10, and 15-day intervals from registration to inform them of the candidate's MySource process status.
If you prefer a shorter timeframe for your candidates to complete their MySource process, the account owner/primary contact can reach out to Customer Success via email customersuccess@accusourcehr.com; phone (866) 276-6161; or Live Chat via your SourceDirect platform to complete an Account Update Form to adjust the expiration period.
NOTE: If you change the default registration timeframe, consider adjusting the notification timing (5, 10, and 15 days) to align with the new expiration period.
A client user can resend an invite in two ways while the profile status is still "Awaiting Subject":
From the Profile tab, click the gear icon under the Actions column for the candidate.
Two options will appear:
Resend Invite: This triggers the system to automatically resend the existing invite to the candidate.
Copy Invite : This copies the existing invite to your clipboard, allowing you to paste a link to it into an email and send it directly to the candidate.
The gear icon offers different options depending on the profile status:
If the profile status is "Awaiting Subject":
Resend Invite: Sends the existing invite to the candidate.
Copy Invite: Copies the invite to your clipboard for manual email sending.
Cancel Profile: If you ordered the wrong package or the subject is no longer interested in the position, etc., you can cancel the profile. This changes the profile status to "Canceled" and invalidates the original invite. Inform the candidate to delete the invite to avoid confusion with any new invites that might be sent if you register them again for a new package, etc.
If the profile status is "In Progress" :
Start New Background : Creates a new profile using information from the existing background. All data is prepopulated, and you can edit details such as packages and services before submission. You can also adjust the contact method and data entry preferences. NOTE:
Make sure you uncheck any packages/services you do not want on the new profile and select the ones to be included.
Be sure to thoroughly check all data on every screen to ensure it correctly reflects your intended content, before submitting.
Using this process does not change anything in the original profile in progress.
If the profile status is "Completed" :
Preview Report: View the completed report on the screen.
Download Report: Download a copy of the completed report.
Interactive Report: View the report in a different HTML format.
Start New Background: Initiate a new profile for the same candidate, prepopulated with existing details for easy editing.
Pre-Adverse Action: If you are contracted for AccuSourceHR to facilitate the sending of your pre- and adverse action letters, use this option to initiate the process and trigger the pre-adverse action letter.
If your current contract does not include AccuSourceHR managing processing of your pre and adverse action letters, but you would like to add this service, please reach out to Customer Success via email at customersuccess@accusourcehr.com; phone (866) 276-6161; or Live Chat via your SourceDirect platform.
AccuSourceHR Live System Training Every Thursday @ 8:00 am PT (11:00 am ET) Please join the meeting from your computer, tablet, or smartphone on the appropriate date/time.
Yes, once you’ve sorted and filtered a tab to your desired criteria, you can check above the blue column header bar to see how many orders (on the Orders tab) or profiles (on the Profiles tab) match the filter. If the result exceeds the default 25, click the field displaying "25" and change it to a higher number, up to the total listed, then press enter to display all the information. After all data is visible, click the "Download" button to export the results to an Excel file for internal reporting or further analysis. Many clients use this feature to track how many profiles were completed during a specific timeframe.On the Orders tab, you can generate ad hoc reports to track how many orders for a specific service were processed and for which candidates. First, sort and filter by the desired date range using the "Created Date/Time" or "Completed Date/Time" fields. Then, add a search parameter in the "Service Name" field (e.g., "Motor Vehicle" for Motor Vehicle Orders or however the service is named for your account). To narrow the results further, you can also filter by "Order Status" (e.g., "Complete"). This will give you a report showing how many Motor Vehicle Orders were completed within the selected timeframe.
Sorting and Filtering: Each section of SourceDirect offers various sorting and filtering options to help you locate information quickly.
Using the Profiles Tab: The Profiles tab is the most used, as it displays all ordered, processing, or completed information for a particular subject.
Sorting by Column: On any page, click the blue column header to sort data in ascending or descending order. For example, clicking the "Created Date/Time" header will sort profiles by their creation date.
Filtering by Column: If a blank row appears under the blue column header on any tab, use it to filter data. For example:
To view all completed profiles, type "Complete" under the "Profile Status" column, and press enter.
To view flagged profiles, click into the “Flagged” field and select “Flagged” from the drop-down optio
To find a specific subject, type all (last name, first name), or part of their name in the "Subject Name" column and press enter. The search accepts truncated information and populates results based on what you provided so if you are searching for John Jones, and you type Jon and click enter, you will get back everyone who has “Jon” in their name. If you type, Jones, John you will get only those who were entered as “John Jones”.
Note: Any filter you apply will remain active until you remove it, even after logging out and back in. To reset the filter, click "Reset Filter" above the blue column headers.
Yes, they can. Click the "Column Settings" button above the blue column header bar to view all available columns. From there, you can select or deselect columns to show or hide them. These changes are specific to your login and will remain until you make further adjustments. If you later want to add or remove columns, simply return to the settings, make the changes, and save them.
We have a Client Education page that provides valuable resources to our clients at no cost. It includes up-to-date information on federal, state, and local compliance, as well as sample authorization and disclosure forms, and pre- and adverse action letters. These can be reviewed by your internal compliance team and customized as needed. You can access the Client Education page here: Client Education.
Note: If you currently handle your pre- and adverse action process internally, we offer a paid service to send those letters on your behalf. For more information, please contact our Customer Success team.
That’s absolutely correct—marijuana laws are changing quickly, not only on a state-by-state basis but also at the locality level. We have a State Marijuana Legislation page on our website, featuring an interactive map that provides marijuana-related information in an easy-to-use format. You can access it here: State Marijuana Legislation.
Do you have a question you'd like us to address?
Do you have questions about the SourceDirect platform's features that aren't pressing but still pique your interest? Submit your inquiry, and we'll provide a detailed response in an upcoming publication.
under the Actions 
column for the candidate.
: This triggers the system to automatically resend the existing invite to the candidate.
: This copies the existing invite to your clipboard, allowing you to paste a link to it into an email and send it directly to the candidate.
:
: Creates a new profile using information from the existing background. All data is prepopulated, and you can edit details such as packages and services before submission. You can also adjust the contact method and data entry preferences.
:
On the Orders tab, you can generate ad hoc reports to track how many orders for a specific service were processed and for which candidates. First, sort and filter by the desired date range using the "Created Date/Time" or "Completed Date/Time" fields. Then, add a search parameter in the "Service Name" field (e.g., "Motor Vehicle" for Motor Vehicle Orders or however the service is named for your account). To narrow the results further, you can also filter by "Order Status" (e.g., "Complete"). This will give you a report showing how many Motor Vehicle Orders were completed within the selected timeframe.
