The Accurate ACE/Greenhouse Background integration supports a bi-directional flow of background check requests to Accurate ACE and background check status updates and results back to Greenhouse in real-time. Information sent from Accurate ACE to Greenhouse includes the background/package status and result URL (user login may be required).
Configure the Accurate ACE integration
Establish connection between Greenhouse and Accurate ACE
When beginning implementation, an Accurate Integration Support Specialist will be assigned to the project. That resource will provide Company Code and Access Key values that are needed to proceed. Once received, please navigate to the following URL and input the provided values:
URL to connect to Greenhouse: https://login.accurate.com
Select Connect with Greenhouse.
Verify scopes, enter your email, and click Log in to Greenhouse.
Check Authorize and click the Authorize button.
The following confirmation signifies that the connection has been successfully established:
Create a webhook
To integrate Accurate ACE with Greenhouse Recruiting, you'll need to create a webhook in order to send the screening request from Greenhouse to Accurate. Follow the steps in this article to create your webhook. Use the values listed below to configure the webhook:
-
Name:
Accurate ACE Integration -
When:
Candidate has been hired - Endpoint URL:
Create custom fields
Once logged in, the user will select the configure gear icon in the upper right-hand corner and then navigate to Custom Options on the left-hand panel.
Under Company Custom Fields, user will select Candidates.
User will select Add Field.
User will need to add fields for 'CBES Location' and 'CBES Package'. Please note that though CBES is a legacy term for the Accurate ACE platform, this label is still needed for this integration specifically.
From the Details screen, the user will complete the following:
-
Field:
CBES Location -
Description:
Location in AccurateAce - Type: Click Single select from dropdown menu.
-
Options:
CustomerID|Location Name(separated by a pipe), ex.:12345|Greenhouse Test - Multiple locations will have each location listed as a new line in the Options box (hit the Enter key after each previous location).
- Use of the email token functionality is solely up to the client—this is not needed or used by Accurate.
- Click Save at the bottom.
User will utilize the Add Field functionality again to add an additional field for Package:
-
Field:
CBES Package -
Description:
Packages in AccurateAce - Type: Click Single select from dropdown menu.
-
Options:
PackageID|PackageName(separated by a pipe), ex.:12345|CBES Package Name - Multiple locations will have each location listed as a new line in the Options box (hit the Enter key after each previous location).
- Use of the email token functionality is solely up to the client—this is not needed or used by Accurate.
- Click Save at the bottom.
And lastly, user will utilize the Add Field functionality again to add additional fields for Client Codes, if applicable:
-
Field:
Client Code. Please note, this field MUST be named Client Code. Additional codes (up to 4) are supported and MUST be named 'Client Code2', 'Client Code3' and 'Client Code4'. - Description: Optional.
- Type: Click Single select.
- Options: Values will be provided to the user by Accurate based on the client's Accurate configuration. Enter additional codes as a new line in the Options box (hit the Enter key after entering each location).
- Use of the email token functionality is solely up to the client—this is not needed or used by Accurate.
- Click Save at the bottom.
Note: The 'Immutable Field Key' (auto generated by Greenhouse) could be slightly different (e.g. client_code_1 or client_code_2, etc.) and that name will be used internally and in the JSON exchange.
Use the Accurate ACE integration
Initiate the background check request
Initiating the background check request is dependent on the specific trigger event configured in the webhook, in this case, the "Candidate has been hired" event.
From the candidate profile, select Mark as hired.
Complete the related Offer fields:
Select Save.
Once candidate is marked as hired, the webhook will be triggered.
Status updates/results
Subsequent status updates will be sent to Greenhouse as the order progresses through the Accurate platform:
- 'Candidate InProgress' will be sent when the request is initiated, and an invitation is sent to the Candidate.
- 'In Progress' will be sent after the Candidate completes their portion in Accurate's Candidate Portal and fulfillment of the order begins. This is accompanied by a Result URL to view the order in Accurate ACE as it is being processed.
- 'Complete' will be sent when the order is completed in Accurate ACE.
- 'Cancelled' will be sent if the order is cancelled in Accurate ACE.
- Please note that Accurate could send an 'In Progress' status AFTER the order has been completed if the order is reopened for any reason.
Additional resources
Frequently asked questions
Can I use a webhook event outside of "Candidate has been hired"?
While Accurate recommends using this event as it normally occurs a single time in the workflow and requires less configuration, Accurate can support the use of additional events. Please connect with Accurate for details.
What do I do if I receive an error when testing a background investigation submission for a candidate?
If you receive any error messages (i.e., Duplicate, Missing Requestor, etc.), please notify your Accurate Background contact immediately. Providing screenshots, specific error messages, and timing is extremely helpful. Accurate will investigate, determine the reason for the error, and work with you on the necessary corrective action(s).
Will I see actual data when testing in the lower environment (UAT)?
No, Accurate asks that all candidates submitted in the lower environments use test information (i.e., Mickey Mouse). Similarly, when completing the background investigations and sending updates back to Greenhouse, you may see generic data for some of the components in the result itself while you may not see any data for other components (i.e., criminal searches). This is normal because of limited access to Accurate's lower environments by design.
Can the candidate's personally identifiable information such as SSN or DOB be sent from Accurate Background to Greenhouse after the completion of the background investigation?
At this time, no. Accurate does not currently support sending Candidate related updates outside of updates to the Activity Feed described above.
Additional information
For additional information or troubleshooting not covered here, reach out to ATSProduct@accurate.com.