How does Backgrounds Online Integrate with BambooHR?
Purpose: To help you understand what Backgrounds Online is used for and how you can integrate it with BambooHR.
Background screening solutions with Backgrounds Online directly through the BambooHR platform.
You can learn more about Backgrounds Online in BambooHR's Marketplace.
Before you enable this integration, log into your BambooHR account and click on Settings. Select "Hiring" and add the following candidate statuses:
- Background Check Request
- Background Check Started
- Background Check Completed
These statuses will be used as triggers for initiating a background check, sending notifications when a background check is in progress, and alerting you when results are ready to review.
Log into your Backgrounds Online account. Navigate to the avatar in the top right corner and select "Integrations."
Enter your BambooHR Subdomain* and click "Update."
*The subdomain is the first part of your BambooHR URL. For example, if your BambooHR URL is https://helpcontent.bamboohr.com then your subdomain would be "helpcontent."
If you aren't currently logged into BambooHR, a new window will automatically open up to your BambooHR URL. Enter your login credentials. If you are already logged in, it will automatically link your access.
The integration will officially be set up when you see a green check mark next to "Connection Status."
- Click the "Edit" button under "Configure your package options" in order to designate the BambooHR hiring status you wish to use to initiate a background check and the associated default package.
- Click the "Edit" button under "Configure your results notifications" in order to designate the pending and complete background statuses in BambooHR.
To initiate a background check in BambooHR, navigate to the candidate's profile and change his or her status to the status you've designated to initiate the request in Backgrounds Online. In the example above, this status is "Background Check Request."
The candidate will receive an email notification with a secure link to authorize the background check package you selected.
Once the candidate submits the information to process the background check, the candidate's status will automatically update to reflect the status you've designated as the in-process indicator (i.e. Background Check Started).
Additionally, a note will automatically be added to the candidate's Notes tab containing a link you may copy/paste into your browser to view more information on the order.
Once the background check is complete, the candidate's status will automatically update to reflect the status you've designated as the results indicator (i.e. Background Check Complete).
Additionally, a note will automatically be added to the candidate's Notes tab containing a link you may copy/paste into your browser to view the full report in your Backgrounds Online account. You will receive an email notification letting you know the background check is complete.
This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.