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Candidate checks via Lever


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

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


Launch checks within Lever

  1. In Lever, move the candidate to the stage configured during the integration setup.

    moved candidate to the appropriate stage

  2. Follow the Checkmate link on the candidate’s card.

    follow candidate link

  3. A window will popup, prompting you to select your desired background checks.

  4. Select the Bundle or individual checks you'd like to launch. If your organisation has more than one brand, select the appropriate Brand.

  5. Once you've selected your checks and configured any options for those checks, scroll down and click Launch Checks.

Tip

Bundles are a quick and easy way to launch multiple checks for a candidate at once. Learn more about bundles.

Checks Selector


Monitor progress

Access the Checkmate window via the candidate link.
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.

3 Candidate profile tabs


View results

You'll see a notification within Lever when the candidate checks have been completed.

notifications within lever

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

View results
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