For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt

How to Add a Background Check Stage in HiBob ATS

## Steps 1. Navigate to <https://app.hibob.com/home> ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-1.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-1.png) 2. Click the button in the top left corner (it looks like a waffle 🧇 ) ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-2.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-2.png) 3. Click **Hiring** in the dropdown ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-3.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-3.png) 4. Click **Settings** when you reach the Bob Hiring page ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-4.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-4.png) 5. Click **Templates** ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-5.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-5.png) 6. Click **Default hiring pipeline** ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-6.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-6.png) 7. Click **Edit stages** in the right hand side of the screen ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-7.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-7.png) 8. Click **Add stage** ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-8.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-8.png) 9. Click Stage type to select the stage as **Verification** ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-9.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-9.png) 10. Click **Background check** under Verification ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-10.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-10.png) 11. Give the type a **Stage name** and **description** if needed. Then select the arrow to collapse this. ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-11.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-11.png) 12. Once completed, click **Save** at the top of the page ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-12.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-12.png) 13. A pop-up will appear, Click **Apply** to add this new stage in to your hiring pipeline. ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-13.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-13.png) ## This stage has now been saved on your Default hiring pipeline ### To check this 1. Click **Job openings** on the left hand side of the screen ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-14.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-14.png) 2. Click on a job opening you currently have on this page ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-15.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-15.png) 3. Click **Background Check** to now see this new stage on HiBob ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-16.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-16.png) ### To note - To start checks, a **Verify** stage needs to be added to the Job Template. All triggers occur based on a candidate moving to a background check stage (within Verified). You cannot trigger checks if a Verify stage has not been created, or if a candidate hasn’t been moved to that stage. - All package configuration and reviews of results has to be done within Zinc. - You will need to review the check status within Zinc. You can move a candidate without review, but a warning pops up in HiBob. ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-17.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-17.png) - Statuses: - **In progress** - **All Clear** - **Ready for Review** ![zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-18.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/how-to-add-a-background-check-stage-in-hibob-ats-18.png)