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.
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:
- POST: Add note
- GET: List users
- 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.
Paste the Harvest API Key you copied from your Greenhouse Recruiting account, and click Verify.
Next, select the Greenhouse Recruiting Site Admin user to be the owner of the ClearChecks integration.
Choose which ClearChecks team you want orders associated with, then click Next.
Copy the webhook URL and secret key from ClearChecks to a secure location. You'll use these credentials in the next step.
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.
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.
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.
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.
Once the report is complete, click the link to the full report within the Private notes section.
For additional information or troubleshooting not covered here, reach out to ClearChecks Support.
You can also find additional support on ClearChecks Help Center.