INTEGRATION

Jobvite + ClearChecks

Connect your Jobvite account and order background checks in one-click!

Summary

Our Jobvite integration allows you to order a background check directly within the Jobvite platform. 

This integration is designed to incorporate the background check process seamlessly into your workflow. This article will explain and show you how to:

  1. Enable the Jobvite integration with your ClearChecks account

  2. Configure the Jobvite Workflow and Requisition Template

  3. Order a background check

  4. Click to view a candidate's background check

Requirements to Get Started

You must have a ClearChecks account and Jobvite account.

If you are not a ClearChecks customer, click the button below to create an account, or you may also contact our sales team sales@clearchecks.com to discuss custom packages or volume pricing.


Connect Jobvite to ClearChecks

Step 1:  Submit a Jobvite support ticket

  1. Contact Jobvite support and submit a request to set up the integration on their end. You should receive a API key and secret.

Step 2:  Enter Jobvite Credentials in ClearChecks

  1. Login to ClearChecks account

  2. Click the Integrations & API link on the sidebar

  3. Find the Jobvite integration and click Connect

  4. A popup will appear. Paste your API key and secret copied from Jobvite.

Step 3:  Send Webhook & Secret to Jobvite

  1. Once you paste your API key and secret in Step 2, you will be provided a webhook link and a secret

  2. Send this webhook link and secret to your Jobvite account manager to configure for your account.

    Note: this must be setup by Jobvite, and you can not enter this in your Jobvite account

Step 4:  Configure Jobvite Workflow

  1. Edit workflow states under Admin -> ATS -> Workflows.

  2. Add 3 workflow states that the background report order will trigger on

    1. ClearChecks Background Check

    2. ClearChecks Background Check Error

    3. ClearChecks Background Check Completed

Note: You can click and drag workflow states around in the list

Note: These states will only appear for an applicant if the requisition uses the workflow you added these states to. If you added these to the default workflow, you do not need to worry about this.

Step 5: Update the Jobvite Requisition Template

  1. Edit requisition templates under Admin -> ATS -> Requisition Templates

  2. Add the custom ClearChecks Background Report Type dropdown to the requisition template by clicking and dragging the field into the requisition template on the right.

    Note: If you don’t see this custom field, check the Admin custom field settings and ensure the custom field is active. You can drag any inactive custom field from the Custom dropdown on the left

  3. If you added the workflow steps to the non-default workflow, you can also drag in the Workflow field.

Step 6: Place a Background Check Order

  1. To order a background report for a candidate, move the application to the ClearChecks Background Check workflow state.

    Note: If a background report already exists for this candidate, another one will not be ordered.


Done! 🎉