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webManager Overview more The Work Number has an administrative tool known as webManager, to help you easily manage your day to day needs of this service. All employer functions are accessible on webManager through your secure personal account on The Work Number. What’s available through webManager? Reports Employer Reports Get a clear idea of the performance and ROI provided by The Work Number. Monthly activity reports are available in Adobe PDF format, allowing you to download them directly. Usage reports for the past 12 months are available. In addition, real-time statistics for week-to-date, month-to-date, and past month activity are available for at-a-glance analysis. File Load Reports A load report may be available for review once a file has loaded to The Work Number. Coupon Codes You can provide a free trial coupon to a verifier who is unable or unwilling to pay for The Work Number verification service. This code will allow them to pull one verification of employment. Division Codes This feature gives you the ability to list any alias names, company subsidiaries, or divisions which operate under your orga- nization. This enables a verifier to easily find employees within your organization. Salary Key Expiration You can easily adjust the amount of time a salary key is active for before it expires. We recommend 90 days. Make sure that you do not select the expiration time to be too short as this will require your employees to create new salary keys if a verifier has not had time to request the verification. Employee Management You have the ability to make a few adjustments to individual employee records. Change an employee’s employment status from active to inactive Block or unblock an employee’s data from being accessed (by that employee and verifiers) Notify The Work Number of an employee’s dispute of their information through the Employer Data Dispute Assistance feature Create a Salary Key on behalf of an employee* PIN Maintenance - reset and/or confirm employee PIN* See the information presented on an employee’s verification with Employment Verification Data *Contact your Client Relationship Manager for the above configurations to be added. Communication Templates Download and use our standard templates to rollout The Work Number information to your employees, your verifiers and your internal staff. The templates can be used to introduce The Work Number services to new employees or recommunicate to existing employees. Submit Verifiers Stop the calls and letters for verification requests. You simply complete an online form with the verifier’s name and contact information and submit back to The Work Number. We will contact the verifier to let them know you are now using The Work Number. Email Your Client Relationship Manager If you do not have your Client Relationship Manager’s email address readily available, contact him/her via webManager. Disclaimers You have the ability to create or adjust disclaimers that appear on employee verifications. You can create specific disclaimers that will appear on the following types of verifications. • Verification of Employment (VOE) • Verification of Income (VOI) • The Work Number Alert (TWA) • Social Service Verifications (SSV) • Disability / Worker’s Compensation (DWV) • Employee Specific Disclaimer Note - Real-time statistics are not reconciled and may differ slightly from the final reconciled numbers reported in monthly activity reports. For additional information, contact your Client Relationship Manager. VERIFICATION SERVICES

webManager Overview - theworknumber.com subsidiaries, or divisions which operate under your orga-nization. This enables a verifier to easily find employees within your organization

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Page 1: webManager Overview - theworknumber.com subsidiaries, or divisions which operate under your orga-nization. This enables a verifier to easily find employees within your organization

webManager Overview

more

The Work Number has an administrative tool known as webManager, to help you easily manage your day to day needs of this service. All employer functions are accessible on webManager through your secure personal account on The Work Number.

What’s available through webManager?

ReportsEmployer ReportsGet a clear idea of the performance and ROI provided by The Work Number. Monthly activity reports are available in Adobe PDF format, allowing you to download them directly. Usage reports for the past 12 months are available.

In addition, real-time statistics for week-to-date, month-to-date, and past month activity are available for at-a-glance analysis.

File Load ReportsA load report may be available for review once a file has loaded to The Work Number.

Coupon Codes You can provide a free trial coupon to a verifier who is unable or unwilling to pay for The Work Number verification service. This code will allow them to pull one verification of employment.

Division CodesThis feature gives you the ability to list any alias names, company subsidiaries, or divisions which operate under your orga-nization. This enables a verifier to easily find employees within your organization.

Salary Key ExpirationYou can easily adjust the amount of time a salary key is active for before it expires. We recommend 90 days. Make sure that you do not select the expiration time to be too short as this will require your employees to create new salary keys if a verifier has not had time to request the verification.

Employee ManagementYou have the ability to make a few adjustments to individual employee records.

• Change an employee’s employment status from active to inactive• Block or unblock an employee’s data from being accessed (by

that employee and verifiers)• Notify The Work Number of an employee’s dispute of their

information through the Employer Data Dispute Assistance feature• Create a Salary Key on behalf of an employee*• PIN Maintenance - reset and/or confirm employee PIN*• See the information presented on an employee’s verification with

Employment Verification Data

*Contact your Client Relationship Manager for the above configurations to be added.

Communication TemplatesDownload and use our standard templates to rollout The Work Number information to your employees, your verifiers and your internal staff. The templates can be used to introduce The Work Number services to new employees or recommunicate to existing employees.

Submit VerifiersStop the calls and letters for verification requests. You simply complete an online form with the verifier’s name and contact information and submit back to The Work Number. We will contact the verifier to let them know you are now using The Work Number.

Email Your Client Relationship ManagerIf you do not have your Client Relationship Manager’s email address readily available, contact him/her via webManager.

DisclaimersYou have the ability to create or adjust disclaimers that appear on employee verifications. You can create specific disclaimers that will appear on the following types of verifications.

•VerificationofEmployment(VOE)•VerificationofIncome(VOI)•TheWorkNumberAlert(TWA)•SocialServiceVerifications(SSV)•Disability/Worker’sCompensation(DWV)•EmployeeSpecificDisclaimer

Note- Real-time statistics are not reconciled and may differ slightly from the final reconciled numbers reported in monthly activity reports. For additional information, contact your Client Relationship Manager.

VERIFICATION SERVICES

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Getting Started

• Go to: www.theworknumber.com• Login to your secure personal account by clicking “Enter

Site” on the employee tab1. Enter your employer name or employer code2. Select “Log In”3. Select “I want to use other account features”4. Enter your personal identifier (ex. SSN, User ID)

and PIN• Select “webManager” on the Main Menu

Navigating in webManager

Coupon Codes Click on the “Coupon Code” tab. Then select the “New Coupon Code” button, enter the verifier’s contact information, and click “Save”. When you are finished, provide the code to the verifier for a one time “free” trial of The Work Number.

Division CodesTo access division codes, click the “Division Code” tab. Edit an existing division code by clicking the edit icon. You can add a division code by selecting the “New Division Code” button.

Salary Key Expiration To review or change Salary Key expirations, click the “Salary Key Expiration” tab. Select the amount of days you want, and click “Save”.

Reports To download a report, click the download icon beside the report. To print reports, choose the printer icon and your system’s default printer “Print Box” will pop up. Then click “OK”.

Employer ReportsMonthly activity reports give details about transactions and usage of The Work Number. You can find these reports by searching by type.

File Load ReportsFile load reports give details about the latest data load received from your organization and loaded to The Work Number database. You can find these reports by searching by type.

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Disclaimers Click on the “Disclaimers” tab. Edit a disclaimer by selecting the edit icon. You can add a disclaimer by clicking the “Add New Disclaimer” button.

Employee DisclaimersClick on the “Employee Disclaimer” link to access Employee Disclaimers.

Verification DisclaimersClick on the “Verification Disclaimer” link to access Verification Disclaimers.

Submit VerifiersTo submit a verifier, click on the “Submit a Verifier” link on the far right of the “Home” tab. Complete the form, and then click “Submit”.

Communication TemplatesYou can download communications templates by clicking the “Download Communication Templates” link on the far right of the “Home” tab. Check the boxes you would like, and then click “Download Templates”.

Email Your Client Relationship ManagerIf you need to contact your Client Relationship Manager click on the “Contact Client Relationship Manager” link on the far right of the “Home” tab. Complete the form, and then click “Submit”.

Note- Configuring disclaimers is an advanced webManager feature. Please speak with your Client Relationship Manager for more information and a short tutorial on how to use these functions.

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Page 4: webManager Overview - theworknumber.com subsidiaries, or divisions which operate under your orga-nization. This enables a verifier to easily find employees within your organization

Equifax and EFX are registered trademarks of Equifax Inc. Inform>Enrich>Empower is a trademark of Equifax Inc. The Work Number is a registered trademark of TALX Corporation, a wholly owned subsidiary of Equifax Inc. Copyright © 2013, Equifax Inc., Atlanta, Georgia. All rights reserved.

EFX-WS-2200-01/23/2013

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Employee Management Functions

Depending on your specific configuration, you will have one or more of the employee management functions. Click on the “Employee Management” tab, and then enter a SSN or name to search for an employee.

Employment Status You can change the employment status to active or inactive by clicking the link to the right of the current status.

Record StatusYou can change the employee record status to blocked or not blocked by clicking the link to the right of the current status.

Data DisputeClick the ”Data Dispute Assistance” link, and follow the instructions on the PDF.

Salary KeyClick the icons in the table to email, print, or delete a Salary Key. To create a new Salary Key select the “New Salary Key” button.

PIN MaintenanceSelect an option from the dropdown and click “Next”.

Employee Verification Records Click the “Employee Verification Data” link in the top right corner of the Employee Details screen. Depending on the services utilized by your company, you can scroll down to see a verification of employment, verification of employment and income, and a social service verification.

Note- If you block access to an employee’s record via webManager, you can unblock these same records only via webManager. You must change their status code on the file you send for it to update on our system.

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