Enabling and using the Vertical Screen integration

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
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


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.


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

  1. In Lever navigate to Settings > Integrations and API.
  2. Under the Authorized Apps tab, locate the 'Vertical Screen' app.
  3. Click Revoke access to disable the integration.
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