AccusourceHR's services range from employment screening and background checks to more strategic and advanced Human Capital Due Diligence services like Executive Screening.
AccuSourceHR's integration uses a webhook notification to indicate when a background screen should be ordered for a candidate and uses the Harvest v3 API to pull the details required to complete the order. Results are pushed back to custom fields in Greenhouse via the Harvest API.
Configure the AccuSourceHR Background Screening integration
Setting up the integration in Greenhouse involves authorizing AccuSourceHR to access your Greenhouse account with the appropriate permissions. A Greenhouse Administrator must perform the following steps.
Authorize AccuSourceHR
AccuSourceHR will provide you with a link that looks like this:
https://accusourcehr.us1.thecloudconnectors.io/oauth/greenhouse/authorize?tenant=clientname&hmac=88cd2108b5547d973cf39cdf9053d7dd42704876d8c9a9bd8e2d168259d3ddf7
Click the link or copy and paste it into a browser. This will initiate the authorization process.
Enter the email address you use for Greenhouse and click the Log in to Greenhouse button. Remember, this must be done by a user with admin privileges in Greenhouse.
Click the Authorize button.
If the authorization process was successful, you will see the following message and you can close the tab and return to Greenhouse. If you don't see that message, please contact AccuSourceHR support.
Configure webhook
Log into Greenhouse and navigate to Dev Center > Webhooks > Webhooks (Create a New Webhook). Use the values below to configure the webhook:
- Name: Enter a name for the webhook (e.g., "AccuSourceHR Background Screening").
- When: Offer approved OR Candidate has been hired
-
Endpoint URL: provided by AccuSourceHR. It will look something like this:
https://accusourcehr.us1.thecloudconnectors.io/clientname/greenhouse/webhook - Secret Key: provided by AccuSourceHR
- Error recipient email: who should receive email notifications if the webhook receives an error
- Maximum Attempts: 2
- Deactivated: No
Click Create Webhook.
Create custom fields
This integration requires the setup of three custom fields. Ensure the user creating these fields has "Can manage custom fields" permission.
Go to Configure > Custom Options > Company Custom Fields > Applications.
Click Add field and add the following field:
- Field name: Screening Report
- Description: To store the background screening report link
- Field type: URL
Click Save.
Click Add field and add the following field:
- Field name: Screening Result
- Description: To store the background screening result
- Field type: Short textbox
Click Save.
Go to Configure > Custom Options > Company Custom Fields > Jobs.
Click Add field and add the following field:
- Field name: Packages
- Description: leave blank
- Field type: Single select
-
Options: The format of the list of packages should be
package name@packageID. The package information will be provided by AccuSourceHR.
Click Save.
Use the AccuSourceHR integration
For each Job that requires a background screen, on the Job Info tab, set the relevant package in the Packages custom field.
The background screen process is initiated by moving the candidate to the "Offer" (i.e., if the webhook configured in Step 2 is set to "Offer created") or when the candidate is marked as hire (i.e., if configured to "Candidate has been hired").
Note: It may take a few minutes before the webhook is triggered in Greenhouse to send the order to AccuSourceHR.
Once the background screen process is complete, a report URL and status and/or result will be available in the custom fields on the Candidate record.
Additional resources
For additional information not covered here, reach out to partners@accusourcehr.com.