Accurate Background

Note: The Accurate Background integration replaced the CareerBuilder Employment Screening integration in October 2020. Organizations who previously enabled the CareerBuilder Employment Screening integration were required to update the endpoint URL for the integration web hook to a new URL — https://atsservices.accurate.com/atsservices/v1/Greenhouse — by October 31. No other changes are required. 

Accurate Background provides background screening, drug testing, I-9 and occupational health services to help employers gain confidence in matching the right candidate to the right position at the right time.

Greenhouse Recruiting’s integration with Accurate allows your organization to add an Accurate Background check to a job's interview pipeline. In this article, we will cover how to:

 

Configure user setup permissions in Greenhouse Recruiting

In order to enable the Greenhouse Recruiting / Accurate Background integration, you will need the following developer permissions:

  • Can manage ALL organization’s API Credentials
  • Can manage and configure webhooks

Note: The user enabling the integration also must be either a Site Admin, or a Job Admin with the additional user-specific permission Can manage custom fields

Contact a Greenhouse Recruiting user in your organization with Site Admin level permissions with the additional user-specific permission Can edit another user's advanced permissions to apply the developer permissions to your account. Have the user with Site Admin level permissions edit your user account's permissions by navigating to the Configure icon Configure.png > Users > Your Name.

1._Configure_-_Users.png

The user with Site Admin level permissions should navigate to the User-Specific Permissions panel on your user page and expand the Developer Permissions dropdown menu. 

Select Can manage ALL organization’s API Credentials and Can manage and configure webhooks so a check is in each checkbox. When finished, click Save.

ALL_API___Web_hooks.png

Repeat as necessary for any other user that should have access to set up the integration.

 

Create Harvest API key for Greenhouse Recruiting / Accurate Background integration

To create a Harvest API key for the integration, click the Configure icon Configure.png in the upper right-hand corner, and navigate to Dev Center on the left-hand panel. From the Dev Center page, click API Credential Management.

1._Dev_Center_-_API_Credential_Management.png

From the API Credential Management page, click Create New API Key to generate the API key for Accurate Background.

2._Create_new_API_key.png

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

  • API Type: Harvest
  • Partner: Accurate Background
  • Description: Accurate Background Harvest API Key

When finished, click Manage Permissions to generate the Harvest API key and automatically assign it the appropriate permissions required by Accurate Background.

mceclip0.png

In the subsequent dialog box, click Copy to save your API key to your clipboard. Store the API key in a secure location to provide to Accurate Background in the next step. Click I have stored the API Key once you have copied and saved the key.

Note: You cannot access the full API key again after clicking I have stored the API Key. If you lose your API key and need to access it later, you must create a new API key, provide it to the integration partner, and then revoke access to the original key.

3._API_key_created.png

On the subsequent page, confirm the following permissions are assigned to your new API key:

  • Candidates: 
    • POST: Add Note

If any of the permissions above are not checked, place a check in the box next to the appropriate permission. Click Save when finished. 

Your Harvest API key for the Greenhouse Recruiting / Accurate Background integration is created and configured. Provide your Harvest API key to your Accurate Account Manager so they can set up the integration.

 

Create Accurate Background webhook in Greenhouse Recruiting

To create the Accurate Background webhook, click the Configure icon Configure.png in the upper right-hand corner and navigate to Dev Center on the left-hand panel. From the Dev Center page, click Web Hooks

1._Dev_Center_-_Web_Hooks.png

Click Web Hooks from the subsequent page.

2._Web_Hooks_-_Web_Hooks.png

On the Create A New Web Hook page, provide the following details:

  • Name: Send to Accurate
  • When: Candidate has been hired
  • Endpoint URL: https://atsservices.accurate.com/atsservices/v1/Greenhouse
  • Secret Key: Greenhouse
  • Error recipient email: leave blank
  • Disabled?: No

When finished, click Create Web hook.

mceclip1.png

That's it! Your Greenhouse Recruiting account and Accurate Background account can now talk to each other. These settings dictate execution of the Accurate Background web hook once the end user transitions the candidate into an appropriate application stage for a given job.

 

Configure custom candidate fields in Greenhouse Recruiting

Note: Custom candidate fields can only be configured by users with either the Site Admin permission level, or the Job Admin permission level with the additional user-specific permission Can manage custom fields.

To create the custom candidate fields, click the Configure icon Configure.png in the upper right-hand corner and navigate to Custom Options on the left-hand panel. 

1._Configure_-_Custom_Options.png

From the Custom Options page, click Candidates

Custom_Options_-_Candidates.png

From the Manage Candidate Fields page, click Add Field

Candidate_Fields_-_Add_Field.png

From the New Candidate Field, provide the following details to create your first custom candidate field (for Accurate Location): 

  • Field name: CBES Location
  • Description: Location in AccurateAce 
  • Field type: Single select
  • Options: LocationID|Location Name (e.g. 12345|Accurate Package Name) *input each option on a separate line
  • Create new email token: Unchecked
  • Mark private: Unchecked

When finished, click Save

mceclip2.png

Repeat the steps above to create two additional custom candidate fields, using the details listed below: 

  Accurate Package Client Codes
Field name CBES Package Client code
Description Package in AccurateAce optional
Field type Single select Single select
Options PackageID|Package Name(e.g. 12345|Accurate Package Name)*input each option on a separate line Field MUST be labeled: “Client Code”. Subsequent client codes MUST be labeled “Client Code2”, “Client Code3”, etc. (There is space between “Client” and “Code”, but there is no space between “Code” and the number after it.)
Create new email token unchecked unchecked
Mark private unchecked unchecked

 

Use Greenhouse Recruiting / Accurate Background integration

To place an Accurate order, navigate to the candidate's profile and click the Details tab. Confirm the following information is complete:

  • Candidate Email Address
  • CBES Location
  • CBES Package[c]
  • Client Code(s) (Optional; Max of 4)
  • Recruiter

Note: If the recruiter email address is not a valid user in the Accurate Platform, the order will fail. 

image-18.png

image-19.png

Next, click the On Job tab and navigate to Offer Details on the left-hand side.

Click Mark Candidate as Hired.

image-20.png

Fill in the necessary fields from the Offer Accepted dialog box. Click Save.

image-21.png

Statuses will post back to the candidate’s Activity Feed tab.

The status will say SUCCESS when Accurate first receives the order from Greenhouse Recruiting.

image-22.png

For more information on the configuration, packages and locations contact your Accurate Account Manager.

The following set of slides displays the candidate’s user experience on the AccurateAce Platform.

  • Once the invitation email has been received, the candidate clicks the link, which redirects to Accurate’s “Candidate” Interface
  • The candidate logs into AccurateAce by using the credentials provided via email

image-23.png

image-24.png

These images display the candidate’s user experience on the AccurateAce Platform.

image-25.png

image-26.png

“In Progress” & “Complete” Statuses with Result URLs

  • Subsequent statuses will update into the candidate’s Activity Feed tab as the order progresses through AccurateAce
  • In Progress” will post when the invitation is completed by the candidate and the order is being worked on in AccurateAce. This is accompanied by a ResultURL to view the order in AccurateAce as it is being worked on.
  • Complete” will post when the order is completed in AccurateAce and is ready to view. This status will be accompanied by either a “Clear” or “Review” adjudication with a ResultURL to view the completed order results.

image-27.png

image-28.png