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SmartRecruiters and CheckIntelligence

CheckWorkRights now supports two models for determining which checks are run for candidates

Updated today

The SmartRecruiters integration has been upgraded to give customers a choice on how background checks are selected for candidates.

With CheckIntelligence, SmartRecruiters can now send a generic assessment order and rely on CheckWorkRights to determine which checks are required based on employee metadata such as business unit, location and job role.

Key changes:

  1. The SmartRecruiters Integration will support either model as chosen by the customer:

    • Package driven (existing behaviour)

    • CheckIntelligence (new behaviour)

  2. Dynamic check determination with CheckIntelligence:

    • In CheckIntelligence mode, the set of required checks is determined by CheckWorkRights and could change over time. SmartRecruiters will not need to know the individual checks in advance.

    • When using CheckIntelligence all relevant checks are returned, this includes one off checks that may need to be manually enabled.

Step 1: Activate the CheckWorkRights Integration in SmartRecruiters

To start using CheckWorkRights with SmartRecruiters, you first need to connect the integration follow these steps to complete the connection:

Step 2: Chose the Check Creation Model

CheckWorkRights now supports two models for determining which checks are run for candidates.

You can only choose one model per SmartRecruiters integration.

Option 1: Packages (Original Method)

This is the original SmartRecruiters integration model.

In this approach, recruiters select a package of checks, and CheckWorkRights runs the checks that belong to that package.

Option 2: CheckIntelligence (Automated)

CheckIntelligence allows CheckWorkRights to automatically determine which checks are required.

Instead of SmartRecruiters selecting a predefined package, SmartRecruiters sends a generic request, and CheckWorkRights evaluates the candidate using configured rules. This removes the need to create and maintain large numbers of packages.

How to switch your package driven model to CheckIntelligence Automation:

Contact CheckWorkRights team to enable and configure CheckIntelligence Packages.

Enable CheckIntelligence Package selection for SmartRecruiters.

Once CheckIntelligence is enabled by the CheckWorkRights team, admin users with the ‘Administrators’ profile in CheckWorkRights can choose the Check Creation Model, this is by default the original package driven model.

To change this to CheckIntelligence:

  • CheckWorkRights → Admin → Integrations → SmartRecruiters → Configure

    • At the top of the configuration screen you will see Check Creation.

      • Choose one of the following:

        • Use Packages (Original method)

        • Use CheckIntelligence (New Automated Rule-based Method)

  • Name your package, this will appear in the drop down list in SmartRecruiters and can be used with automation flows.

  • Click ‘Save Details’

Your Automated Package selection is ready for use.

How it works:

  • SmartRecruiters sends a generic assessment request.

  • Candidate metadata is passed to CheckWorkRights (for example job role, location, business unit).

  • CheckIntelligence configured rules evaluate the candidate.

  • The appropriate checks are automatically created.

  • SmartRecruiters receives results for all relevant checks.

Example rule:

IF: Job Role = Store Manager AND Location = NSW

THEN assign the following checks:

  • Work Entitlement Check

  • Police Check

SmartRecruiters behaviour in CheckIntelligence mode

When CheckIntelligence is enabled:

  • SmartRecruiters will see only a single ‘CheckIntelligence’ package

  • Customer-created packages are hidden

  • SmartRecruiters sends a generic order to CheckWorkRights

  • CheckWorkRights determines the required checks

Existing SmartRecruiters packages remain stored in CheckWorkRights and customers can choose to switch back to Option 1: Package Driven.

Candidates with background checks in progress will not have any changes or updates to their checks applied retrospectively.

Configure Field Mapping for CheckIntelligence

When using CheckIntelligence, SmartRecruiters must send relevant Job Fields from the candidate profile so that rules can be evaluated.

These fields are mapped during integration configuration.

Go to:

SmartRecruiters → CheckWorkRights Integration → Configuration

You will see Field Mapping for Package Selection.

Here you map SmartRecruiters custom fields to the fields used by CheckWorkRights.

Example mapping:

SmartRecruiters Field

CheckWorkRights Field

Job Title

Job Role

Work Location

Location

Business Unit

Business Unit

This mapping tells CheckWorkRights how to interpret the data sent from SmartRecruiters.

Example:

SmartRecruiters sends:

Job Title = Store Manager

CheckWorkRights maps to: Job Role = Store Manager

CheckIntelligence rules will then evaluate that value.

Checklist for enabling Option 2: CheckIntelligence

  1. Review and Align naming conventions between SmartRecruiters and CheckWorkRights:

    1. Business Units

    2. Locations

    3. Job Roles

  2. Avoid multiple variations of the same value (for example ‘Store Mgr’, ‘Store Manager’, ‘Store Manager – FT’)

  3. Contact CheckWorkRights team to configure CheckIntelligence

Tips for successful package automation:

For CheckIntelligence rules to work correctly, the values sent from SmartRecruiters must exist in the corresponding datasets within CheckWorkRights.

Example Successful automation:

SmartRecruiters sends: Job Title = 'Store Manager'

CheckWorkRights CheckIntelligence looks for mapping of Job Title to ‘Job Role’

The Job Title ‘Store Manager’ exists as a Job Role value in CheckWorkRights.

CheckIntelligence rules exist for Job Title: Store Manager

CheckIntelligence rules assign:

  • Work Entitlement Check

  • Police Check

Example Failed Automation:

If values do not match or are inconsistent, rules may not trigger as expected.

SmartRecruiters sends: Job Title = 'Stores Managers'

CheckWorkRights CheckIntelligence looks for mapping of Job Title to ‘Job Role’

The Job Title ‘Store Managers’ does not exist as a Job Role value in CheckWorkRights.

CheckIntelligence rules can’t find matching values for Store Managers

  • No checks triggered

Interactive demo on how this works.

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