First Advantage's ScreeningDirect integration with Greenhouse Recruiting allows users to take advantage of a flexible pre-built integration and a dedicated team of trusted experts, making for a quick and easy implementation. First Advantage provides hand-in-hand support as well as proprietary automated onboarding tools for fast integration.
First Advantage's integration with Greenhouse Recruiting provides access to a robust suite of screening and identity services, increases recruiter productivity, and provides secure access to comprehensive background reports through ScreeningDirect's Order Manager.
Configure the ScreeningDirect integration
Configure OAuth (connect your account)
Work with your First Advantage representative to start the SD Integration Configuration. No additional credentials are required.
Once your account is set up in SD, you will receive a 'Connect with Greenhouse' link. Click the link and log into Greenhouse using the same email address.
Once approved, ScreeningDirect will complete the set up automatically – no further action is needed on the client side. The system will also keep the connection active, so you don't need to reconnect later.
Note: Client users will receive the above error message if attempting to log into Greenhouse with an improper email address.
OAuth authentication connects your Greenhouse account to ScreeningDirect, while webhooks are used to send status and result updates from Greenhouse to ScreeningDirect automatically.
Create and configure the webhook
The ScreeningDirect integration uses a Candidate Stage Change trigger to automatically initiate background-check orders, requiring that webhooks be properly configured as part of integration set up.
Prior to configuring the webhook, clients must first configure Webhook OAuth Credentials so Greenhouse can authenticate securely with ScreeningDirect.
Steps to configure Webhook OAuth Credentials:
- Log in to Greenhouse and navigate to Configure → Dev Center → Web Hooks → Web Hook OAuth Credentials.
- On the OAuth configuration screen, enter the following:
-
OAuth Token URL:
- Test Environment: https://integration.int.com/oauth/screeningdirect/v2/token
- Production Environment: https://integration.com/oauth/screeningdirect/v2/token
- (OAuth endpoints will change according to the client's datacenter region)
- Client ID: Provided by ScreeningDirect Representative
- Client Secret: Provided by ScreeningDirect Representative
- Grant Type: Client Credentials
-
OAuth Token URL:
This establishes secure communication between Greenhouse and First Advantage's ScreeningDirect platform.
Steps to configure a webhook:
Log in to Greenhouse and navigate to Configure → Dev Center → Web Hooks → WebHooks.
Create a new webhook and set the following values:
- Endpoint URL: Your ScreeningDirect client-level endpoint (provided by FADV representative):
- When: Candidate has changed stage
- Error Recipient Email: The client email that error notifications should be sent to
Save the webhook.
Important notes:
- A webhook must be configured for each integration. Since they are action-based events, they will only trigger when a candidate moves into the selected stage. Let your First Advantage representative know which stage you'd like to act as the trigger (the stage that will initiate an order once a candidate reaches it).
- This integration is designed to use a single webhook for candidate stage changes. Additional webhooks can be configured if needed as part of a custom implementation.
Add ScreeningDirect packages to Greenhouse
Packages must be configured so recruiters can select the correct ScreeningDirect screening package. Clients must define a package custom field at the Job Level, as well as the list of packages shared by ScreeningDirect.
Navigate to Configure → Custom Options → Jobs → Add Field.
Set the 'Field Name' as 'ScreeningDirect Package' and ensure the 'Field Type' is set to 'Single Select'. Under the Options field, enter the list of package names provided by ScreeningDirect.
Click Save.
If packages need to be added or removed later, contact ScreeningDirect first to update your ScreeningDirect account before updating the list in Greenhouse.
Configure custom fields (optional but recommended)
Custom fields allow clients to:
- Pass additional data from Greenhouse to ScreeningDirect
- Configure bill codes or subaccounts
- Capture optional candidate details for display
ScreeningDirect has preconfigured fields for:
- Order Status
- Score / Result
- Screening Level details
- Comments
- Report URL
Optional PII fields that can be enabled/disabled:
- SSN
- DOB
- Driver's License (State + Number)
To configure custom fields, navigate to Configure → Custom Options → choose the area you want to configure (e.g., Jobs, Candidates).
Select Add Field.
Enter the field name, field type, and optional description.
Save the field.
Integration user setup
The First Advantage Integration Team will generate the first integration user, who becomes the Super User within ScreeningDirect.
To add more integration users, provide ScreeningDirect with the following information:
- First name
- Last name
- Email address
These users manage access to ScreeningDirect's Order Manager for viewing reports.
Final preparation for go-live
Before use, ensure:
- Packages are added.
- OAuth and webhook are active and validated.
- Required account mapping or bill codes are configured if applicable.
- The trigger stage has been correctly configured.
- Users have been added.
- Any custom fields have been correctly configured.
Use the ScreeningDirect integration with Greenhouse Recruiting
How to initiate an order
To initiate a background check, the recruiter selects a job from the list of available jobs in Greenhouse.
Once a job is selected, the recruiter is taken to the job dashboard where they will navigate to the Candidates tab to view the applicants.
Here the recruiter will select the candidate to place the order for.
Selecting a candidate will take the recruiter to the candidate information page, where the recruiter can move the candidate into the designated Background Screening trigger stage. This integration is configured to automatically send the candidate a ScreeningDirect e-invite once they have been moved into the designated stage, which is configured per client at the time of implementation.
Viewing order status and results
Once the order is successfully submitted, the status gets updated in Greenhouse. Recruiters can see the order status update in the candidate's Details page.
The candidate details page will update the ScreeningDirect Status, ScreeningDirect Comments, and Screening Level Results/Score as the candidate's background screening is being fulfilled to give recruiters insight.
When the order is completed, ScreeningDirect posts the Order Status, Order Result/Score, Screening Level Result/Score, ScreeningDirect Comments, any PII, and the Report URL back to Greenhouse. Recruiters can view the details by clicking on the candidate name and going into the candidate details in Greenhouse.
To view the detailed final report, click on the link under ScreeningDirect Report URL. Upon successful login to their ScreeningDirect account, the recruiter will be redirected to the Order Manager.
Additional resources
For additional information not covered here, reach out to Integrations-Support@FADV.com.
Frequently asked questions
Can multiple webhooks be used in one integration?
No, this integration supports only one webhook at a time. If multiple webhooks are required, please reach out to First Advantage's Integration Team to discuss further.
When configuring a webhook, can a different trigger be used other than Stage Change?
Webhooks are action-based events; they only trigger when the event condition is met. In this integration, Stage Change is the only viable trigger.
Can packages be updated or removed?
Yes, please contact your First Advantage representative to have packages added or removed from your ScreeningDirect account. Once that is complete, the packages can be updated in the 'ScreeningDirect Package' custom job field.
Can ScreeningDirect support an integration without the e-invite feature?
No, as Greenhouse collects minimum candidate information. Other necessary details for the background screening need to be collected from the candidate via ScreeningDirect's Candidate Hub.
Is account mapping supported?
Yes, this can be configured using custom fields. Please provide your First Advantage representative with the field details and mapping can be configured.
Are bill codes supported?
Yes, this can be configured using custom fields. Please provide your First Advantage representative with the field details and mapping can be configured.