SmartRecruiters Background Check

To successfully send background check or assessment notifications from SmartRecruiters, follow these steps in your SmartRecruiters account and complete the required actions.

The following guidance assumes you have Admin privileges for your SmartRecruiters account.

To Get External Trigger Token

1. Get the External Trigger Token

   From the StackOne Hub, you will receive the External Trigger Token needed to enable the SmartRecruiters integration.

   

Enable the integration in your SmartRecruiters account

1. Open Settings

   Navigate to Settings in the SmartRecruiters dashboard. On the home page, click your account avatar and select Settings.

   
2. Open Apps & Integrations

   Select Apps & Integrations under Settings.

   
3. Select the integration

   Locate and click the target integration in the list.

   
4. Review details & Connect

   Review the integration details and click Connect.

   
5. Authorize integration

   1. Review the requested permissions.
   2. Click the Allow and Continue button.

   
6. Submit credentials

   Enter the external trigger token and email in the form, then click the Submit button.

   
7. Confirm connection

   After successful verification, a confirmation toast appears in the top‑right corner: StackOne Assessments is connected.

   

Add an assessment / background check to a candidate

SmartRecruiters supports two assessment delivery modes: Candidate Assessments (manual per candidate) and Inline Assessments (auto‑triggered by workflow configuration).

Candidate Assessments

1. Open candidate profile

   1. Log in to SmartRecruiters.
   2. Navigate to People.
   3. Open the desired candidate profile.

   
2. Initiate assessment/background check

   From the candidate profile:

   1. Scroll to the Assessments section.
   2. Click the Order Assessment button.

   
3. Select package

   In the assessment modal:

   1. Select Assessment Partner: Choose the assessment vendor.
   2. Select Package: Pick a test package.
   3. Click Continue.

   
4. Send to candidate

   1. Review test details and candidate information.
   2. Click Send.
   3. The candidate receives an email with the test link and instructions.

   

Inline Assessments

Configure an inline assessment that auto‑triggers when a candidate is added to a job or moved into the assessment stage:

1. Open Settings

   Click the profile icon and select Settings.

   
2. Open Hiring Process

   Under Settings, click Hiring Process.

   
3. Select hiring process

   Create a new hiring process or select the default one, then click the Edit icon.

   
4. Add Skills Test step

   Click Add Step and choose Skills Test.

   

   The step is added to the hiring process:

   
5. Save hiring process

   Click Save Hiring Process to persist the changes.

   
6. Add assessment entry

   In the Skills Test step, open the menu and select Assessments.

   
7. Configure assessment

   Click Configure.

   

   Select the assessment partner, assessment type, and package. Click Save.

   
8. Enable auto‑trigger

   Return to the Config page and enable the Auto-triggered toggle for the package.

   
9. Add candidate

   Click the + icon (top right) and choose Add Candidate.

   

   You can upload files or add a candidate manually. For this guide we follow the manual addition form path.

   

   Complete the form and click Add Candidate.

   
10. Move candidate to assessment stage

    Open People and select the candidate.

    

    Click Move Forward and select Skills Test under the In Review stage.

    

    A checkmark appears on Skills Test once the assessment order is sent.

    

View candidate result in SmartRecruiters

1. View results

   After the candidate completes the assessment:

   1. Status updates: Track status (Sent, In Progress, Completed) in the candidate profile.
   2. Attachments / report: Open the detailed results or follow the full report link (if provided).

   

Congratulations, you’re all set! If you face any issues with the steps mentioned above, please contact us by emailing [e-mail]. We’re always here to assist you!

Useful Links

API Reference

https://developers.smartrecruiters.com/reference/apply-api