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 web hooks
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 > Users > Your Name.
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 web hooks so a check is in each checkbox. When finished, click Save.
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 on your navigation bar, and click Dev Center on the left. From the Dev Center page, click API Credential Management.
From the API Credential Management page, click Create New API Key to generate the API key for Accurate Background.
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.
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.
On the subsequent page, confirm the following permissions are assigned to your new API key:
- 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 web hook in Greenhouse Recruiting
To create the Accurate Background web hook, click the Configure icon on your navigation bar, and click Dev Center on the left. From the Dev Center page, click Web Hooks.
Click Web Hooks from the subsequent page. 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.
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 on your navigation bar, and select Custom Options on the left.
From the Custom Options page, click Candidates.
From the Manage Candidate Fields page, click Add Field.
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.
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|
For more information on the configuration, packages, and locations contact your Accurate Account Manager.
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)
Note: If the recruiter email address is not a valid user in the Accurate Platform, the order will fail.
Next, click the On Job tab and navigate to Offer Details on the left-hand side.
Click Mark Candidate as Hired. Fill in the necessary fields from the Offer Accepted dialog box. Click Save.
Statuses will post back to the candidate’s Activity Feed tab. Reference the table below for possible statuses:
|Success||Accurate has received the order from Greenhouse Recruiting.|
|In progress||This status 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||This status 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.|
Candidate experience using AccurateAce
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.
On AccurateAce Platform, candidate consent is captured before the order is processed.