Candidate checks via BambooHR

Once the BambooHR integration is set up, you can launch background checks and track their progress without leaving BambooHR.

If you haven't set up the integration yet, see Setting up the BambooHR integration before continuing.

Launch checks within BambooHR

1. In BambooHR, navigate to the candidate you would like to launch checks for.
2. Move the candidate to the Checkmate Ready status.

Within approximately 10 minutes, Checkmate will automatically create the candidate and transition them to your Checkmate In Progress status. A link to the candidate's Checkmate assessment will be posted to their notes in BambooHR.

3. Follow the link in the candidate's notes to open the Checkmate window.
4. A window will popup, prompting you to select your desired background checks.
5. Select the Bundle or individual checks you'd like to launch. If your organisation has more than one brand, select the appropriate Brand.
6. Once you've selected your checks and configured any options for those checks, scroll down and click Launch Checks.

Monitor progress

You can monitor the progress of checks at any time by following the link in the candidate's BambooHR notes to open Checkmate.

The following 3 tabs allow you to view progress and edit candidate details:

Background Checks - From here you can view the status of the check, add additional checks using the Add Checks button and download results when checks are complete.

Candidate - This tab allows you to update the candidate's details at any time during the background check process.

History - This tab shows a chronological log of events related to the candidate's background screening process.

View results

Once all checks have been completed, Checkmate will transition the candidate to your Checkmate Completed status in BambooHR. Result files can be downloaded via the Background Checks tab when the check has been completed.