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ClearChecks integration

ClearChecks offers the ability to screen applicants and eliminate paperwork, with world-class support.

ClearChecks' integration with Greenhouse Recruiting allows you to order background checks for candidates, check the status of background check orders, and view the results of completed background checks.

In this article

Set up the integration

Create a Harvest API key

To configure the ClearChecks integration, create a Harvest API key.

Follow the steps in this article to create the key, and verify that the permissions below are selected:

In the Create New Credential box, make the following selections:

  • API Type: Harvest
  • Partner: ClearChecks or Unlisted Vendor
  • Description: ClearChecks Harvest API Key

Verify that the following permissions are selected for the ClearChecks integration:

Candidates

  • POST: Add note

Users

  • GET: List users

Custom fields

  • POST: Create custom field
  • DELETE: Delete custom field

When finished, copy the API key to a secure location for use in the next step.

Enable the integration in ClearChecks

Next, log in to your ClearChecks account. Navigate to Integrations & API, and click the 3rd Party Integrations tab

Beside Greenhouse, toggle the integration on.

The ClearChecks platform shows the Greenhouse integration with a toggle to enable it

Paste the Harvest API Key you copied from your Greenhouse Recruiting account, and click Verify.

The ClearChecks platform shows a field to enter the Harvest API key created in the previous step, with a button that says Verify

Next, select the Greenhouse Recruiting Site Admin user to be the owner of the ClearChecks integration.

Tip: Create an ISU or integration system user instead of using a personal Site Admin account to authenticate the integration. Rather than using a specific user at your organization to authenticate an integration which could cause downstream errors if the person loses permissions or cannot access Greenhouse Recruiting, an ISU allows you to create a solid infrastructure for your organization's integration needs.

Choose which ClearChecks team you want orders associated with, then click Next.

The ClearChecks platform shows a dropdown field to select a Site Admin user to be associated with the integration, as well as a dropdown field to assign a ClearChecks order team with a Next button at the bottom right

Copy the webhook URL and secret key from ClearChecks to a secure location. You'll use these credentials in the next step.

The ClearChecks platform shows an example webhook URL and webhook secret key generated for the integration with a button that says I have copied the URl and key

Enable the integration in Greenhouse Recruiting

Next, create a webhook in Greenhouse Recruiting. Follow the steps in this article to create your webhook, using the settings below:

  • Name: ClearChecks integration
  • When: Candidate has been hired
  • Endpoint URL: The endpoint URL you obtained from Clearchecks
  • Secret key: The secret key you obtained from Clearchecks
  • Error recipient email: The email address that will receive an email notification if the webhook fails. ClearChecks recommends choosing a Greenhouse Recruiting Site Admin to receive the email notification.

Once you create the webhook, the integration is set up and ready to use.

Use the integration

Set up background check packages on an existing job

To add a ClearChecks background check package to an existing job, navigate to the job and click Job Setup. Click Job Info.

Scroll to the Details section and find the Default ClearChecks Report Package field.

Click the Edit icon, and select which ClearChecks background package you want to use for the job.

Greenhouse Recruiting shows an example job with the Default ClearChecks Report field highlighted on Job Info

Note: All background check package options in the dropdown are set in ClearChecks and not in Greenhouse Recruiting.

Set up background check packages on a new job

During job creation, edit the Default ClearChecks Report Package field to select the background check package you want to use for the job.

Note: All background check package options in the dropdown are set in ClearChecks and not in Greenhouse Recruiting.

Place a background check order

When a candidate is marked as hired, select the background check package to order. The package you set up for the job will be selected by default, but you may choose another package if needed.

Greenhouse Recruiting shows an example job with the Default ClearChecks Report field highlighted on Job Info

Click Save and the background check order will be placed on ClearChecks.

View background check status

Navigate to a candidate and click the Private tab to review the background check order status.

An example candidate is shown in Greenhouse Recruiting with the Private tab displaying background check status from ClearChecks in the Private Notes section

Once the report is complete, click the link to the full report within the Private notes section.

Additional resources

For additional information or troubleshooting not covered here, reach out to ClearChecks Support.

You can also find additional support on ClearChecks Help Center.