Enabling and using the Verified First integration

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Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Can only be enabled by Super Admins
Permissions • (To enable) Manage API credentials and manage integrations
• (To configure) Manage pipeline stages
• (To use) Manage profiles and view associated postings
Packages LeverTRM, LeverTRM for Enterprise

The Verified First integration enables Lever users to have a robust screening process. Talent acquisition teams can easily order, manage, and review background checks, verifications, and more pre and post-employment solutions without having to leave the Lever platform.


Setting up the Verified First integration

 

You must be a team or organization with admin rights in Verified First to install this integration.

To get started with Verified First's screening integration with Lever, please reach out to their team at https://go.verifiedfirst.com/lever-verified-first or Partner@VerifiedFirst.com

You will work with your Verified First Implementation specialist to set up the Lever API. Once this is set up and you have a username and password for Verified First, you will receive an email from Verified First to setup the Oauth Connection. This email comes from verifiedfirst.com. 

  • Click Setup OAuth

Set up your Oauth connection email from Verified First

  • Log into Lever
  • Review list of requested permissions; click Accept

App authorization modal with listed permissions

 

Configuring the Verified First integration

Configure the trigger stage

  • In Lever, navigate to Settings > Pipeline and archive reasons
  • Click Customize Pipeline Stages
  • Click Add Stage to create a new stage
  • In the 'Name' field of the popup window, type in the name of the stage used for Verified First (e.g. VF Background Check)

Add new stage modal in pipeline stage customization interface; arrows point to name field and Add Stage button

  • Click Add Stage
  • Once this new stage is added you can then move it to the desired location in your pipeline.
  • After adding the new stage, click Next to proceed to the next step of the stage setup. 
  • Repeat this process until you have finished customizing the stage.
  • After customizing the pipeline stages, navigate back to the Pipeline and archive reasons page
  • Scroll down the page and locate the stage you just created
  • Click on the Reveal Stage ID link to view and copy the stage ID
  • Provide this Stage ID to your Verified First implementation Specialist

Newly added stage on Pipeline and archive reasons page with arrow pointing to reveal stage ID link

Newly added stage on Pipeline and archive reasons page with arrow pointing to revealed stage ID

 

For more information, refer to our help article on adding pipeline stages.

Enable webhooks

  • In Lever, navigate to Settings > Integrations and API > Webhooks
  • Locate the 'Candidate Stage Change' webhook
  • Toggle the webhook to the on (green) position if it is not already enabled

Arrow pointing to Candidate Stage Change webhook toggle in Lever Settings

  • You should now be connected and ready to run background checks

Using the Verified First integration

Initiating background checks in Lever

  • In Lever, navigate to the Candidates page via the platform header
  • Click + Add Candidate 
  • Click Add Manually to add a new candidate (you may also select an existing candidate)

Arrow pointing to Add Candidate link in platform header; Add manually option is outlined in menu

  • Type in the candidate’s name in the 'Enter Name' field
  • Enter the candidate's email address in the 'Add Email' field
  • Click the 3 dots at the top of the profile editor
  • Click Add Form

Arrow pointing to name and email fields in candidate profile editor; arrow pointing to ellipses button and Add Form option outlined in expanded menu

  • Select the Verified First Background Check form
    • This form may be listed as "Background Check" on your account.
  • Enter the candidate's First Name and Last Name
  • Select the background check package from the drop-down list
  • Click Submit

Form editor on candidate profile with arrows pointing to package dropdown and Submit button

  • Move the candidate's opportunity to the designated background check stage
  • The integration will send the candidate the disclosure and authorization invitation packet to complete

Arrow pointing to stage dropdown menu on candidate profile

Arrow pointing to VF Background CHeck stage in expanded stage menu

Review background check status in Lever

The integration will update the Lever opportunity using tags and/or notes to indicate the current status of the background check. To check the current status of the background check, review the tag on the selected candidate. The integration will use the following status tags:

  • VF Background Check: Pending
  • VF Background Check: Completed
  • VF Background Check: Rejected
  • VF Background Check: Cancelled

Arrow pointing to VF Background Check Pending tag on candidate profile

  • You may also check the 'Notes' section of a candidate profile for any notes that may have been added by the integration.  The notes provide a quick overview of the current status of the background check.

Arrow pointing to Notes tab on candidate profile

Arrow pointing to Note created by Verified First on candidate profile

  • Once the report has successfully completed, the report link will be added to the candidate opportunity on Lever; click the link to view the report

Arrow pointing to VF background check report link on candidate profile

Reach out to Verified First at any time with questions regarding the background screening process. 

Disabling the Verified First integration

  • Navigate to Settings > Integrations and API > Authorized Apps
  • Locate the Verified First app
  • Click Revoke Access
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