Background checks

Connect Accurate Background and order checks from a candidate profile.

Connect Accurate Background so authorized recruiters can start a background check from a candidate's InsightHire profile and follow its progress.

Background checks are regulated and may require notices, written authorization, pre-adverse action steps, and other procedures. InsightHire does not replace your legal process. Work with employment counsel and Accurate Background before using this feature with candidates.

Before you begin

You need:

1. An Accurate Background account and the credentials Accurate provides for the correct test or production environment.
2. An Org Admin account to connect the service.
3. Access to the Accurate Developer Portal if your setup requires status notifications.
4. An approved company policy that defines who may order checks and when candidate authorization is required.

Use organization-specific production credentials for live hiring. Shared platform credentials, when available, are intended for limited testing and should not be assumed to represent your production account.

Connect Accurate Background

1. In InsightHire, open Settings → Integrations.
2. Select Accurate Background.
3. Enter the Client ID and Client Secret supplied by Accurate.
4. Add a webhook secret if Accurate and InsightHire have provided one for your setup.
5. Save the connection.
6. Select Test connection.
7. Confirm that InsightHire can reach Accurate, authenticate, and retrieve the available packages.

Treat the Client Secret and webhook secret as passwords. Do not place them in email, tickets, documentation, or source control.

Register status notifications

A webhook is a notification one service sends to another when something changes. Accurate can use it to tell InsightHire that an order has progressed or completed.

1. On the Accurate setup page in InsightHire, copy the webhook address shown there.
2. In the Accurate Developer Portal, open Webhooks.
3. Add the InsightHire address.
4. If your setup uses a shared secret, enter the same value required by both services.
5. Use Accurate's test tool to send a notification.
6. Confirm the test is reflected in InsightHire.

Accurate sandbox accounts may not send notifications automatically. Use Accurate's portal testing tool when needed.

Order a background check

Before ordering, confirm the candidate record has a first name, last name, and email address.

1. Open the candidate profile.
2. Find the Background check card.
3. Select Start background check.
4. Choose an Accurate package available to your account.
5. Choose the workflow approved by your organization.
6. Review the candidate and package details.
7. Confirm that the required candidate notice and authorization steps have been completed.
8. Place the order.

In the standard interactive workflow, Accurate emails the candidate and collects the information required to continue. Express workflows depend on the package and your Accurate agreement; do not use one unless Accurate has confirmed the requirements.

Monitor an order

Return to the candidate's Background check card to review the current status, result, package, progress, and most recent update.

Status information comes from Accurate. If it appears stale, check the order in Accurate before taking action in the hiring process.

Disconnect Accurate

1. Open Settings → Integrations.
2. Select Accurate Background.
3. Choose Disconnect and confirm.

Disconnecting prevents new orders. Existing Accurate orders and their historical InsightHire records remain.

Troubleshooting

Credentials are rejected

Confirm that the Client ID and Client Secret belong together and match the selected sandbox or production environment.

No packages are listed

Some sandbox accounts return no package list. Ask Accurate which test package to use; do not assume a fallback package is valid for production.

An order does not update

Confirm the webhook address in Accurate, use Accurate's portal test, and compare the order directly in Accurate.

An order cannot start

Check that the candidate has a first name, last name, and email address. Also confirm the selected package is available to your Accurate account.

The connection uses shared credentials

Save your organization's Accurate credentials before production use so activity is associated with the intended account.

Related

• Integrations overview
• Roles and permissions