Setting up the Cornerstone integration

Integrating Cornerstone with Checkmate streamlines your candidate background screening process. Once set up, you can launch checks in Checkmate without leaving Cornerstone, and view the progress of checks directly within Cornerstone.

Once you've completed setup, see Candidate checks via Cornerstone to get started.

Ask Cornerstone support to set up the Background Check Connector

Before you can begin, contact Cornerstone support and ask them to set up the Background Check Connector in your Cornerstone account.

Setting up the Cornerstone integration

1. While signed in to your Checkmate account, navigate to your company settings by clicking your initials in the upper-right corner and selecting Company Settings.

2. Navigate to the Integrations tab.

3. Use the search field to find the Cornerstone card, or scroll to find it.

4. Toggle the Cornerstone integration on.

5. Click the Manage details arrow to expand the section.

6. Leave this browser tab open so you can copy your Username, Password and Base Service URL into Cornerstone later.

7. In a separate browser tab, sign in to Cornerstone, then click the menu icon in the top-right corner.

8. Select Admin from the menu.

9. Select Tools from the Admin options.

10. Select EDGE from the Configuration Tools options.

11. Select Integrations.

12. Toggle on the Background Check Connector.

13. Return to Checkmate and copy your Username, Password and Base Service URL.

14. Paste the Username, Password and Base Service URL you copied from Checkmate into the corresponding fields in the Cornerstone Settings section.

15. Return to Checkmate and click I've saved these.

16. The Cornerstone card in Checkmate should now look like this.

17. On the Cornerstone page, copy the Callback Access Key.

18. Paste the Callback Access Key from Cornerstone into the Edge API Key field in Checkmate.

19. Click Save Edge API Key.

20. Back in Cornerstone, scroll down to the Field Configuration section and ensure the fields are configured as shown.

21. Ensure Applicant Email is toggled on. Applicant Email is a key identifier in Checkmate, and the integration will not work unless this field is turned on.

22. No fields are required from the Applicant Address Information or Applicant Resume Data sections.

23. Toggle on the Job Requisition Display Title and Division OU Name. These map to the candidate's Job Title and Department in Checkmate.

24. Toggle on the Requestor Email Address. This will allow a user to be assigned to the candidate in Checkmate. Without this, the default integration user will be applied to the candidate in Checkmate.

25. Once you have toggled on the required fields, click Save Settings.

The integration is now set up and ready to use.

Regenerate the integration password

If you need to regenerate the integration password:

1. Return to the Cornerstone integration card in Checkmate and click Regenerate password.

2. Click Regenerate to confirm. The existing password will stop working immediately.

3. Copy the new password and paste it into the Password field on the Cornerstone integration settings page.

4. In Cornerstone, scroll down and click Save Settings.

5. Return to Checkmate and click I've saved these.