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 offer letter templates, fields and forms • (To configure) Manage pipeline stages • (To use) Manage profiles and view associated postings |
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Packages | LeverTRM, LeverTRM for Enterprise |
The Private Eyes Screening group integration with Lever helps talent teams automatically send out background check invitations to candidates. Background check results are automatically updated on the Lever opportunity. For more information refer to the Private Eyes Screening Group website.
Setting up the Private Eyes Screening Group integration
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You must be a team or organization with admin rights in Private Eyes Screening Group to install this integration. |
Contact Private Eyes
- Reach out to your Private Eyes Account Manager to request the Lever-Private Eyes integration.
- A Private Eyes technical consultant will work directly with you to successfully configure the integration.
- The Private Eyes technical consultant will provide you with a user permissions list, a list of Private Eyes packages and help with end-to-end configuration.
Authorize the Integration
- Log in to Private Eyes site using your Super Admin user.
- From the Dashboard, navigate to the Integrations page via the left-hand navigation menu.
- Click Connect to establish connection.
- On the modal, log in to Lever using your Admin credentials.
- On the prompt, review the list of requested permissions and click Accept to authorize the integration.
- Once you have accepted the permissions, you will be redirected to the Integrations page in Private Eyes.
Configuring the Private Eyes Screening Group integration
Configure Forms, Stage and Webhooks in Lever
The Private Eyes team will work directly with you to configure the required forms, stage, and webhooks on your Lever account to support the integration.
Using the Private Eyes Screening Group integration
Order the Background Screening Package
The Private Eyes Screening Package can be added to the Lever opportunity using one of the 2 options discussed below:
Option 1: Add Background Check Package Tag
- Add the Private Eyes Background Screening Package as a tag on the Lever opportunity.
- You may elect to add the package tag to the job posting. All candidates associated with the job after configuration will automatically inherit the package tag. For more information, refer to our help article on creating and using tags.
Option 2: Add Background Check Package Profile Form
- Add a new Private Eyes 'Background Check Package' form to the Lever opportunity. For more information on forms, refer to our help article on adding forms to candidate opportunities.
- Fill in the required information (including the Background Check Package).
- Click Submit.
Invite Candidates to Complete the Background Check
- Once the background check package, candidate name and email are available on the opportunity, move the candidate to the 'Background Check' stage in Lever.
- The integration will automatically send the background check order request to Private Eyes.
- The candidate will automatically be sent an invite email to complete the background check and the integration will add a note and progress tag to the Lever opportunity.
- Once the background check order is complete, a results note with the Final Report URL will be updated on the candidate opportunity in Lever. The progress tag will display as 'COMPLETED'.
Background Check status/result tags
Please find below the list of supported background check status/results tags:
- PE Status: INVITATION SENT TO CANDIDATE - Once an order has been created on the Private Eyes end, the progress tag on the Lever opportunity will update with the tag 'PE Status: PROCESSING'. The note “Private Eyes has updated the background check status to 'INVITATION SENT TO CANDIDATE'” will be added to the opportunity.
- PE Status: PROCESSING - Once your candidate has finished their background check submission and Private Eyes has begun working on their screening, the progress tag will update in Lever with the tag 'PE Status: PROCESSING'. The note “Private Eyes has updated the background check status to PROCESSING'” will be added to the opportunity.
- PE Status: COMPLETED - If the order is completed with no alerts, the progress tag in Lever will be updated to 'PE Status: COMPLETED'. The note “Private Eyes has updated the background check status to COMPLETED” will be added to the opportunity.
- PE Status: COMPLETED with Alert - If the order is completed with an alert, the progress tag in Lever will be updated to 'PE Status: COMPLETED with Alert'. The note, “Private Eyes has updated the background check status to COMPLETED with Alert” will be added to the opportunity.
Disabling the Private Eyes Screening Group integration
In Private Eyes
- In Private Eyes, navigate to the Integrations page.
- Click Revoke to disable the integration.
In Lever
- In Lever navigate to Settings > Integrations and API.
- Under the Authorized Apps tab, locate the Private Eyes Screening Group app.
- Click Revoke access to disable the integration.