| 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 use) Manage profiles and view associated postings |
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| Packages | LeverTRM, LeverTRM for Enterprise |
The Vertical Screen Integration makes ordering background checks simple, creating a seamless hiring and onboarding workflow. For more information refer to the Vertical Screen website.
Setting up the Vertical Screen integration
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You must be a team or organization with admin rights in Vertical Screen to install this integration. |
- Contact your Vertical Screen Account Manager to enable the integration.
- Click the link provided by Vertical Screen.
- On the prompt, log in to Lever using your Admin credentials.
- Review the list of requested permissions, and click Accept to authorize the integration.
Configuring the Vertical Screen integration
Configure Webhook
- Navigate to Settings > Integrations and API > Webhooks.
- If it hasn't been enabled already, enable the 'Candidate Stage Change' webhook.
- Next, under 'Candidate Stage Change' paste the webhook URL provided by Vertical Screen.
- Securely provide the 'Signature token' to Vertical Screen.
Using the Vertical Screen integration
This part of the guide will explain how the integration actually works. At a high-level, the integration pushes candidate details to Vertical Screen from Lever when they are moved to the ‘Background Check’ stage.
Submitting a background check
- On the Lever candidate opportunity, click Forms.
- Click the (...) icon to access additional options.
- Click Add Form.
- Select the 'Verticalscreen Background Check Form'.
- Provide the required information then click Submit.
- To order a background check, place the candidate into the 'Background Check' hiring stage.
- The progress tag 'Vertical Screen: CaseCreated' will be added to the opportunity.
- The candidate will automatically receive an email with a link to Application Station. The candidate will be prompted to create a new Application Station account, or log in with an existing account.
- The candidate will complete the forms and submit.
- When the candidate submits their Application Station information the progress tag will be updated to 'Vertical Screen: CaseInProgress' on the Lever opportunity.
- Once the background check case is complete, the tag will be updated to 'CaseCompleted'.
- The user will be able to view the results of the background check case by reviewing the Notes section of the candidate’s opportunity. A results link will be added to the note (not shown below) to access detailed information on the background check case on the Vertical Screen website.
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Adjudicating a background check
When a case completes and the status is returned as a review, the user is able to adjudicate the background check case to an adjudicated status of their choosing. Once adjudicated the tag under the case will be updated to 'Vertical Screen: CaseAdjudicated'.
Vertical Screen will send the adjudicated statuses back to the notes section of the Lever opportunity. Below are a list of adjudicated statuses:
Disabling the Vertical Screen integration
- In Lever navigate to Settings > Integrations and API.
- Under the Authorized Apps tab, locate the 'Vertical Screen' app.
- Click Revoke access to disable the integration.