Candidate checks via Greenhouse

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

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

Add the Background Check stage to a job

Before you can launch checks within Checkmate, you'll need to add the Background Check stage to the job.

1. Select a job from the Jobs page.

2. Select Interview Plan from the Job Setup menu.

3. Click Edit stages.

4. Click Add stage.

5. The stage must be named Background Check exactly, as the name is case-sensitive. If a stage with this name already exists, select it. Otherwise, create a new stage.

6. Click Add.

7. Click Save.

8. Click Confirm and save.

Launch checks within Greenhouse

9. Click Candidates in the navigation menu.

10. Select the candidate you want to launch background checks for.

11. Click Move stage.

12. Select the Background Check stage.

13. Click the Checkmate URL.

14. The Checkmate window will open in a new tab, prompting you to select your desired background checks.
15. Select the Bundle or individual checks you'd like to launch. If your organisation has more than one brand, select the appropriate Brand.
16. Once you've selected your checks and configured any options for those checks, scroll down and click Launch Checks.

Monitor progress

17. Click the Checkmate URL at any time to open Checkmate and view the order’s progress.

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

Result files can be downloaded via the Background Checks tab when the check has been completed.