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Automated TazWorks Rescreen Renewal Tracking

Every Monday, WebRun opens TazWorks, finds employees due for a scheduled rescreen in the next 30 days, logs each renewal date and client to a sheet, and posts your account team a Slack list grouped by client so renewal orders get placed before the deadline.

Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 TazWorks find upcoming rescreen dates
2 Google Sheets log renewal dates by client
3 Slack list who's due this month
In short

How do I track upcoming background rescreen renewal deadlines?

WebRun checks TazWorks every Monday for employees due for a scheduled rescreen in the next 30 days, logs each renewal date and client to a sheet, and posts your account team a Slack list grouped by client with the soonest deadlines flagged. Renewal orders are still placed by your team, so nothing lapses past its required recheck date.

  • Upcoming rescreens are visible 30 days out instead of at the deadline
  • Renewal orders never lapse past the required recheck date
  • Account teams work from a client-grouped list, not a manual TazWorks search

Built for CRA account managers · background screening companies · compliance teams · HR compliance

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.tazworks.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    TazWorks - find upcoming rescreen dates
    tazworks.com
    WebRun in TazWorks: find upcoming rescreen dates
    WebRun opens TazWorks to find upcoming rescreen dates.
    • Open TazWorks and filter employees on a recurring rescreen schedule
    • Find anyone due for renewal in the next 30 days
    • Capture the client, employee, and last screen date for each

    Done when Every rescreen due in the next 30 days is listed with its client and due date.

  3. 2
    Google Sheets - log renewal dates by client
    google.com
    WebRun in Google Sheets: log renewal dates by client
    WebRun opens Google Sheets to log renewal dates by client.
    • Log each upcoming rescreen with client, employee, and due date
    • Mark a row complete once the renewal order is placed in TazWorks

    Done when The rescreen tracker reflects every upcoming renewal and its order status.

  4. 3
    Slack - list who's due this month
    slack.com
    WebRun in Slack: list who's due this month
    WebRun opens Slack to list who's due this month.
    • Post the rescreen list grouped by client, soonest due date first
    • Flag any renewal due in the next 7 days

    Done when Your account team has this month's rescreen list in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.tazworks.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Rescreen list · Slack
OutputWhat each run produces - A rescreen renewal list grouped by client with due dates, plus a tracking sheet of order status.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does it place the renewal order automatically?

No. It only surfaces who's due and logs the deadline. Your account team places the renewal order in TazWorks.

How far ahead does it look?

It flags anyone due for rescreen in the next 30 days, then calls out the next 7 days separately in Slack, so nothing arrives as a surprise.

What happens once a renewal order is placed?

The tracking sheet row is marked complete, so a rescreen you've already started doesn't keep showing up as outstanding.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.