Pinpoint now integrates with the background checking platform Certn which enables Pinpoint users to gather information on candidates relating to their Education, Employment, and any Criminal background.
This article is split up into 2 sections:
Setting up the Certn Integration
Step 1 - Add Certn integration to your Pinpoint account
In Pinpoint, visit the Settings > Integrations menu
In the integrations menu, click on the Apps button and then search for, or scroll down to, the Certn integration. Click the Add button for that integration.
Step 2 - Adding API token
Get an API Key from Certn and paste it into the Certn integration configuration form in Pinpoint. The API Key can be found in Team Settings:
Go to production Certn account (Demo/Sandbox Certn accounts won't work with Pinpoint)
Click the top right user icon ->
Settings,
Select the Team for which you want to integrate and click
Settings
In the left menu select
API KeysClick
Add API KeyA new API Key will appear at the bottom of the list (if the list has pagination, you need to go to the last page to see it)
Click on the key to copy it
Paste the key into the Certn integration configuration form (The "TOKEN" input) in Pinpoint and click Save
Step 3 - (Optional) Set a Custom Tag
If you want Pinpoint to send a custom value for each check request, configure the name of the tag in the Certn integration configuration form in Pinpoint. This is TAG FIELD NAME input. Click Save.
Step 4 - Configure Webhook URL
In order to configure Certn correctly, you will need to add the below Webhook URL to your Certn account. This allows Pinpoint to fetch completed reports and store them against the correct candidates.
Copy the Webhook URL from the Certn integration configuration form in Pinpoint
Go to your Certn account
Click the top right user icon ->
Settings
Select the Team for which you want to configure and click
Settings
In the left menu select
GeneralPaste the URL into the Webhook URL field
Click
Save
Step 5 - Creating the Package(s)
In Certn, a Package is a collection of background checks. In order to request a Certn Background Check in Pinpoint, you need to create at least one Package in your Certn account. Checks from all your Certn Packages will be available for use in Pinpoint. When creating a Package in Certn please select all the checks you want to be available in Pinpoint.
Go to your Certn account
Click
PACKAGEStab in the top-left menuClick
ADD A PACKAGEbutton in the top-right
Pick a name for a package (e.g. Pinpoint Package, the name doesn't matter)
The rest of the configuration options can be left blank. Pinpoint doesn't use them at the moment.
Click
Next
Select all the checks that you want to make available in Pinpoint (you don't pay anything now; Certn will charge you only when requesting the check via Pinpoint)
NOTE: When requesting a background check in Pinpoint you will select which checks from the package(s) you want to run.Click
SAVE NEW PACKAGE
You can edit the package anytime under the Packages tab in Certn. You can have multiple packages. Pinpoint will display checks from all the packages.
Step 6 - Enable the integration in Pinpoint
Once you completed all of the above you can enable Certn integration using the toggle in the top-right corner of the Certn integration configuration page in Pinpint.
Make sure the toggle says Enabled after you click it.
Using the Certn Integration
Within the candidate's profile, you can click on the 'three dots' to the right of the page and choose the option 'Certn Background Check'.
Once you select the appropriate background check and fill out all necessary details, the candidate will be sent an email inviting them to complete the check on the Certns platform.
If you configured the Custom Tag (in step 3) you will be able to provide a value for the Custom Tab (it's optional).
Unless you have turned off the New background check report received notification, you will be notified by email and via the notification bell within Pinpoint when this report is available.
You can also check the status of the Background Check in the "Checks" tab of the Candidate's profile. Once the check is completed, you will see a link to the report.
