Enabling and using the Alliance 2020 integration

Setting up the Alliance 2020 integration

• Contact Alliance 2020 to initiate the integration enablement process.

Configuring the Alliance 2020 integration

Configure webhooks

• The Alliance 2020 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 Alliance 2020 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 Alliance 2020 with the Webhook Signature Token and Stage ID to complete setup.

Configure tags

• You can override defaults set in Alliance 2020 by using tags on the Lever opportunity.
• To do this, Alliance 2020 will need to know the desired tag prefixes. These prefixes will be the beginning of the Lever tag that Alliance 2020 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 Alliance 2020 when configuring the integration.

Using the Alliance 2020 integration

Initiating the background check with Alliance 2020

To initiate a background check with Alliance 2020, move the candidate to the designated trigger stage in Lever (e.g. "Background Check"). The integration will send Alliance 2020 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. An Alliance 2020 'QuickApp' will be sent to the candidate’s email and phone (depending on pre-configured client settings with Alliance 2020).

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 - Alliance 2020 has received the request and the 'QuickApp' was generated correctly
• Rejected - Alliance 2020 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 Alliance 2020 communication

Background check results

When the Alliance 2020 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 Alliance 2020 integration section above). This value can be changed by contacting Alliance 2020 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 Alliance 2020.
  • 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 Alliance 2020 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 Alliance 2020.
• 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 Alliance 2020.
• If the value of the location does not match the selected Alliance 2020 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 Alliance 2020 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 Alliance 2020 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 Alliance 2020 report.

Disabling the Alliance 2020 integration

1. In Lever navigate to Settings > Integrations and API
2. Under the Authorized Apps tab, locate the Alliance 2020 app
3. Click Revoke access to disable the integration