This guidance assumes that you have admin privileges for your Eploy account.

Please reach out to your integration partner to add an integration stage to the recruitment workflow. Once you move the candidate to that integration stage, the background check will be triggered.

To configure further in Eploy for background checks, please follow the steps outlined below.

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Add a custom option for background check packages

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Add a custom option to the user option types

Navigate to the Custom Fields page by selecting Customize Fields from the Admin menu

Navigate to the User Option Types tab and click the New button to create a new custom option in Eploy

Enter the title as Background Checks and then click the Save button

Please use the name Background Checks, as this is necessary to ensure that you receive notifications from Eploy.

The newly created Background Checks option will be visible in the User Option Types grid

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Add a custom field within the vacancy group

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Add a custom field to fields

Navigate to the Custom Fields page by selecting Customise Fields from the Admin menu

Navigate to the Fields tab and click the New > Input Field button to create a new input field in Eploy

Select the field values according to the instructions below:

Please ensure you select the same values as suggested to receive Eploy notifications.

  • Field Group: Select Additional Details (Vacancies)
  • Field Type: Select Input - Drop-down
  • Display Format: Select Hierarchy List Searchable
  • Option Type: Select Background Checks (As you have created in above step)
  • Insert Below: You can select any value here, it will determine where the field appears in the form
  • Active: Ensure this field is marked as active
  • Field Label: Select Background Checks
  • Help Description: You may include any relevant description

Click the Save button

The newly created Background Checks field will be visible in the Fields grid

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Add background check packages

You can ask your integration partner to add the background check packages, or you can follow the steps outlined below to add them manually.

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Add background check packages through the Eploy user interface

Navigate to the Drop Down Lists page located in the Admin menu

Select Background Checks and click the New button to create a new package in Eploy

Enter the following field values:

  • Description: This will be the label displayed in the dropdown list.
  • Reference: This can be any string and will not appear in the dropdown list.

Click the Save button.

The newly created background check package will be visible in the grid

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Configure the background check package for the vacancy

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Configure the background check package

Go to the Additional Details page for specific job vacancies created within the Recruitment Workflow that includes the background check integration stage.

Edit Additional Details, to select the background check package,

The selected background check package will be displayed on the Additional Details page

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Move the candidate within the pipeline

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Move the candidate to the specific stage

To navigate to the Pipeline page, click on the Go to Pipeline option located under the Work on Vacancy dropdown menu on the vacancy page

Move the candidate to the integration stage to initiate the background check invitation

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To view the sent background check invitation

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To view the sent background check invitation on Eploy user interface

Navigate to the Pipeline page and click on the candidate to check the sent background check invitation

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To view the updated result of the background check

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To view the updated result of the background check on Eploy user interface

Go to the Pipeline page and click on the candidate to view the updated result of the background check


Congratulations, you’re all set! If you face any issues with the steps mentioned above, please contact us by emailing integrations@stackone.com. We’re always here to assist you!