|Available for||User roles||Super Admins, Admins, Team Members, Limited Team Members, Interviewers|
|Plans||All Professional and Enterprise plans|
Please note: The Checkr integration needs to be set up by the Lever team. If you’re interested in using Lever’s integration with Checkr, please reach out to your point of contact, or contact support
Before you can setup the Checkr to send candidates from Lever to Checkr, you need to reach out to your Lever point of contact or Lever’s support team. In your request, please provide:
- The name of the default package
- The name of any potential overrides, as well as the tag keyword to trigger the override
- The name of the stage to trigger the initial background check (e.g. Background Check)
- (Optional) The name of the stage to advance the candidate to after a successful check
You’ll also need to send us your Checkr API key, but that will need to be sent securely.
Once that’s done, Lever will add the appropriate API key and webhook settings in your Lever account - do not delete these or the integration will stop working!
Sending a candidate to Checkr
Once you’ve completed set-up, any candidate who reaches your ‘trigger’ stage will be sent to Checkr. Lever only sends the candidate name and email address to Checkr.
Once sent to Checkr, you'll be able to see the pending invite link on the homepage of the Checkr dashboard:
Once the candidate has been sent to Checkr, they will an invitation from Checkr via e-mail to being the background check process. Once the invitation has been sent, Lever will add ‘Invitation Pending’ tag to the candidate . Once they’ve completed the background check, the tag will change to ‘Invitation Completed’. If passed, it will change to ‘Report Clear’, if failed it will change to ‘Report Consider’.
If the check returns 'Report Clear', a gated link to the completed results will be added to the candidate profile in the links section - only authenticated Checkr users will be able to access it.
If the check cleared, the candidate will automatically be moved to the stage you chose during setup if set.
Override your Default Package
During set-up, we’ll ask for a default package to send to all users. We do, however, understand that for a variety of reasons you might have different background checks for different roles or candidates.
Say you wanted your ‘Account Executive’ position to trigger a special AE-specific package, but your default is a something else. In Checkr, there will be a predefined 'slug' for each package that will override the default. A candidate who reaches the ‘trigger’ background stage with one of these unique tags will be sent the override package instead of the default.
Tip: You can add tag to a posting such that all candidates who apply to it will recieve the same tag. More information on configuring tags here.