Define the employment request
Decide whether the check requires:- The applicant’s current employer, prior employers, or both.
- One connected account or multiple accounts covering the required employment history.
- Identity and employment fields only, or supporting paystubs and payroll documents.
- An embedded experience in your applicant portal or an email/SMS invitation.
Choose the applicant experience
Embedded Link
Launch Link where applicants already provide employment information.
Email or SMS
Send a hosted Link invitation when the applicant completes the request outside your application.
external_id for an application or candidate identifier you need to query later. Keep the same user when the applicant returns or connects another employer.
Readiness
Use the event that matches the completeness required by the check:- The
accounts.connectedwebhook confirms that an account connection succeeded, but does not mean employment data is ready. - The
identities.addedwebhook lets you retrieve an identity as soon as it is created. Continue processing identity updates when fields change. - The
users.fully_syncedwebhook indicates that initial delivery finished for every newly connected payroll account. Use it when the check must wait for all available employment records.
Retrieve employment records
- Use Identities for employer name, employment status, job title, pay details, and hire or termination dates.
- Use Employments to match identities with supporting paystubs and payroll documents for the same job.
- Add Paystubs and Payroll Documents when the check requires income or source-document support.
employment filter when you only need records for a specific employment, or retrieve all records and match them afterward to retain unmatched paystubs.
Exceptions and fallback
Subscribe to theaccounts.failed webhook and the accounts.updated webhook with config.include_resource = true so your system can distinguish an incomplete request from a connection that needs applicant action.
- Let applicants connect another account when employment history spans more than one source.
- Return the existing user to Reconnect an Account when a previously connected account requires action.
- Offer Document Uploads when your process accepts documents after an employer cannot be found or connected.