Enabling and using the SRA Screening integration

Setting up the SRA Screening integration

• Contact SRA Screening to initiate the integration enablement process.

Configuring the SRA Screening integration

Configure webhooks

• The SRA Screening team will provide the Webhook URL.
• In Lever, generate the Webhook Signature Token by navigating to Settings > Integrations and API > Webhooks.
• Scroll to the 'Candidate Stage Change' webhook.
• Click + Add webhook.
• Enter the Webhook URL provided by SRA Screening into the webhook URL field in Lever.
• Copy the signature token to a secure place.

Configure stage

• In Lever, navigate to Settings > Pipeline and archive reasons.
• Scroll to locate your background check stage; this will be the stage that will be used to initiate the background check.
• Click Reveal stage ID.

• Copy the Stage ID.
• Securely provide SRA Screening with the Webhook Signature Token and Stage ID to complete setup.

Configure tags

• You can override defaults set in SRA Screening by using tags on the Lever opportunity.
• To do this, SRA Screening will need to know the desired tag prefixes. These prefixes will be the beginning of the Lever tag that SRA Screening looks for when receiving an order or creates when sending results.
• Prefix overrides will be used on Package/Product, Reference Field, sub-client ordering, Flagging, and the Report Decision. This will be discussed with SRA Screening when configuring the integration.

Using the SRA Screening integration

Initiating the background check with SRA Screening

To initiate a background check with SRA Screening, move the candidate to the designated trigger stage in Lever (e.g. "Background Check"). The integration will send SRA Screening the following candidate details:

• name (required)
• email (required)
• phone
• tags (only tags with set prefixes will be used)
• position department
• position title
• location

Once received, two things will occur:

1. The new 'Background Check Status' tag will be created on the Lever candidate opportunity.
2. A SRA Screening 'QuickApp' will be sent to the candidate’s email and phone (depending on pre-configured client settings with SRA Screening).

Background check status

The integration will update the 'Background Check Status' tag on the Lever candidate opportunity. Please find below a list of statuses: 

• Pending - SRA Screening has received the request and the 'QuickApp' was generated correctly
• Rejected - SRA Screening did not receive or accept the request and there was a problem; a note with the error description will be added to the opportunity in Lever
  • For example, if an email is missing on the opportunity the request will be rejected.

• In Progress - the candidate has completed the 'QuickApp' and the background check is being performed
• Complete - background check has been completed and results are in Lever
• Error - an issue between Lever and SRA Screening communication

Background check results

When the SRA Screening background check is completed the status tag will update and a note with the background check results will be created on the candidate opportunity in Lever. The note will be sent as 'secret' meaning that only authorized users will have access to see the results.

In addition, depending on the customer configuration, two new tags will be created:

• Flag - To indicate if the report was flagged.
• Decision - Indicates the 'Report Decision'.

Other integration functions

Product ordering

• A default product will be set during the initial configuration (outlined in the Configuring the SRA Screening integration section above). This value can be changed by contacting SRA Screening support.
• The default product can be overridden by adding a Lever tag with a specific prefix.
• The prefix is also set during the initial configuration and can be customized.
  • For example, the prefix could be set to 'Product:' or 'Package – '.
• The value that follows the prefix will need to be the exact name of the Product/Package created in SRA Screening.
  • For example, if there is a default product 'Criminal Package 1' and an override prefix of “Product:” and a tag of 'Product: Criminal Package 2' is included and added on the Lever candidate opportunity, then 'Criminal Package 2' will be the product used for the background check instead of the default 'Criminal Package 1'.
  • If the tag does not have the exact prefix added to the beginning, then the default package will be ordered.
  • If the prefix is correct, but the product specified does not match a product in SRA Screening exactly, then it will either use the default or error. This is another setting that can be configured.

Sub-Client ordering

• To take advantage of Sub-client ordering, Lever’s location field is used to map to a field of choice within SRA Screening.
• The following options are supported:
  • 'Client Code'
  • 'Client Name'
  • 'Client City'
  • 'Don’t support sub-clients'
• If the location matches the option selected, then the sub-client will be used in SRA Screening.
• If the value of the location does not match the selected SRA Screening value then it will either revert to the main client or return an error. This is another setting that can be configured.

Reference field value

The reference field is not something that is always used by SRA Screening customers. With that in mind, there are a couple of Lever values that can be mapped to it:

• 'Don’t support Reference Field'
• 'Job Title'
• 'Job Department'
• 'Through Tags'

If 'Job Title' or 'Job Department' are selected, then it will automatically map to those Lever values.

If 'Through Tags' is selected, then another setting to set the prefix will be used to identify the correct tag from Lever.

Flagging and report decision

• Users will have the option to send Flags and Report Decisions with the results.
• If electing to use Flags and Report Decision, then users will be required to set a prefix that SRA Screening will use to create new tags in Lever when it sends results.
• Flags will be sent as a true or false value.
• If the Prefix is 'Flag:' then the tag created will be 'Flag: True' or 'Flag: False'. The Report Decision tag will send whatever value is selected on the SRA Screening report.

Disabling the SRA Screening integration

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