How do I enable and use the ClearChecks integration?

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Available for User roles All users. Can only be configured by Super Admins
Packages Select Lever packages

The ClearChecks integration allows you to order a background check on candidates automatically as you advance them to a selected stage.

This integration is designed to incorporate the background check process seamlessly into your workflow in Lever.

Readers of this article will learn the following:

 

Setup the integration:

Authorize Lever integration from your ClearChecks account

 

Access role must be Super Admin in Lever to set up the integration. You must have a ClearChecks account to install this integration. If you are not a ClearChecks customer, contact sales@clearchecks.com to discuss custom packages or volume pricing.

1. Log into your ClearChecks account, and navigate to Integrations & API. Click the 3rd Party Integrations tab, or click here for ClearChecks integration settings.

2. Click the toggle button to enable the Lever Integration.

lever_clearchecks_integration_toggle.png

3. You will be prompted to enter your Lever credentials or use a SSO (single sign on) provider like Google or Microsoft to authorize the ClearChecks app. Click Accept

lever_oauth_popup.png oauth_authorize_lever.png

 

How to configure the integration:

Select candidate stage & default package

Once you have authorized the Lever integration you will be asked to select which candidate stage you would like to trigger a background check.  In this example, we have a stage called "Background Check".  

 

Most Lever accounts will have a stage for a "Background Check", or you may have customized your stages and want to run a background check when the candidate is advanced to a different stage in your workflow.

 

lever-stage-sku-select.png

You must specify which background check package you would like to enable and set as the default.  

 

For now, this is the only background check package you will be able to order automatically from Lever. Soon, ClearChecks will support Lever tags, which will allow you to add a tag corresponding to your different configured packages. The tags will be used to trigger an order from a stage change.  However, you may select a base level package and always add additional checks to the report from within the ClearChecks report.

 

Toggle webhook on from Lever

In order for ClearChecks to communicate with Lever, you must toggle on the Stage Change Webhook from within your Settings > Integrations and API > Webhooks page in Lever.  

Turn this setting on, and you will see a webhook already created by ClearChecks.  If you have other integrations, this may already be toggled on, so no further action is required.

lever-webhook-toggle.png

The ClearChecks integration is now ready for use!

 

How to use the integration:

How to order a background check

Order a background check automatically by advancing a candidate to your selected stage.

background-check-stage.png

 

How to view status & review background checks

You can track the status of the background check through a tag on an opportunity.  These tags can be filtered across all opportunities.

The status tags are:

  • ClearChecks • Waiting for Applicant
  • ClearChecks • In Progress
  • ClearChecks • Clear Report
  • ClearChecks • Review Report
  • ClearChecks • Canceled

lever_tag.png

 

In addition, a note is added to the opportunity with a link to your reports once a background check order is placed:

lever-order-clearchecks.png

 

Once a background check is complete:

  1. You will have a note added to the opportunity with a link to the background check
  2. A tag is created and added to the opportunity:
    • ClearChecks • Clear Report
    • ClearChecks • Review Report

lever-background-check-complete.png

review-report-tag.png

 

You may filter and group candidates by these tags:

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How to disable the integration:

1. Navigate to your Integrations & API Settings Page in Lever.

2. Under the Authorized Apps tab, locate the ClearChecks app.

3. Click Revoke Access to disable the integration.

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