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How do I configure and display employment duration requirements to my clients?

Truv allows you to set minimum employment duration requirements and guides your clients through meeting those requirements automatically during the connection process.

How it Works

  1. Set Your Requirements: Define your minimum required employment duration (e.g., 12 months) within your Truv Templates.
  2. Client Transparency: When a client successfully connects to an employer or payroll provider on the order landing page, Truv displays a clear summary of their connected employment history duration.
  3. Smart Auto-Prompting: If the initial connection does not meet your minimum duration requirements, Truv automatically flags the next steps for the client, prompting them to connect additional sources (such as a previous employer or financial institution) until the requirement is satisfied.

Steps to Set Up

  • Step 1: Log into your Truv Dashboard and navigate to Templates.
  • Step 2: Select the template you want to edit or create a new one.
  • Step 3: Locate the Employment Duration settings and input your minimum required timeframe.
  • Step 4: Save your changes. The order landing page will now automatically handle the summary display and secondary prompts for your clients.