> ## Documentation Index > Fetch the complete documentation index at: https://docs.stackone.com/llms.txt > Use this file to discover all available pages before exploring further. # Eploy Background Check Partner Integration > Learn how to set up and use the Eploy Background Check as a Partner Integration with StackOne ## Overview This guide explains how to configure custom options and fields, add background check packages in Eploy, and integrate with StackOne to receive background check notifications. ## Partner Requirements Eploy integration partnership is required to proceed with this documentation. Visit [Eploy Technology Partner Support](https://www.eploy.com/partner/technology-partners) to fill out the form and initiate the partnership process. One of the Eploy team members will reach out to you to discuss the partnership and integration process. ### Eploy Approach: Workflow-based Integrations Eploy enables workflow-based integrations for recruitment, handling tasks like background checks. The process begins by regularly polling Eploy to identify applicants needing processing. Their data is then extracted to initiate the integration, which includes creating actions and marking exported applications. A typical Eploy workflow is structured as follows: eploy process flow ### StackOne's Unified Approach for Integration Partners StackOne manages the Eploy-required polling internally. The interaction model for this integration follows our standard webhook-based Background Check pattern. Because Eploy requires polling, there can be a short delay between moving an application into the background check stage and the order being triggered. **Note:** Repeating the following step is required for each user that you want to connect with Eploy. To add your background check integration, please contact [**Eploy Technology Partner Support**](https://www.eploy.com/partner/technology-partners) After your integration app is added as a stage in Eploy, configure the same stage name in StackOne as outlined in the following [steps](#stackone-configuration). stackone sequence flow ## Provider Side Setup Once the Eploy partnership is established, your Eploy integration app will appear in the [Eploy Marketplace](https://www.eploy.com/product/eploy-marketplace). After it is enabled for testing, the integration app will be available as a stage option in the Stages dropdown when creating or editing Recruiting Workflows. Visit the [ATS User Experience](#ats-user-experience) section to be ensure that the integration app is enabled and visible as a stage in a Recruiting Workflow. Eploy Integration app Stage Users must contact you or Eploy to activate the integration partnership. Once activated, your app appears in the Stages dropdown when users create or edit Recruiting Workflows. ### Add a custom option for background check packages Navigate to the *Custom Fields* page by selecting *Customise Fields* from the *Admin* menu Go to Custom Fields page Navigate to the *User Option Types* tab and click the `New` button to create a new custom option in Eploy Go to user option types tab Enter the title as `Background Checks` and then click the `Save` button Use the name **Background Checks**, as this is necessary to ensure that you receive notifications from Eploy. add custom option title The newly created `Background Checks` option will be visible in the *User Option Types* grid added custom option title ### Add a custom field within the vacancy group Navigate to the *Custom Fields* page by selecting *Customise Fields* from the *Admin* menu Go to Custom Fields page Navigate to the *Fields* tab and click the `New` > `Input Field` button to create a new input field in Eploy Go to fields tab Select the field values according to the instructions below: 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 created in the [previous step](#add-a-custom-option-for-background-check-packages)) * **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 add custom field The newly created `Background Checks` field will be visible in the *Fields* grid added custom field title ### Add background check packages You can use the [Create Background Check Package](https://docs.stackone.com/ats/api-reference/background-checks/packages/create-background-check-package) unified endpoint to add background check packages, or follow the steps outlined below to add them manually. Navigate to the *Drop Down Lists* page located in the *Admin* menu to add background check packages through the Eploy user interface navigate to dropdown list Select `Background Checks` and click the `New` button to create a new package in Eploy select background checks 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. click on save The newly created background check package will be visible in the grid added background checks field ### Configure the background check package for the vacancy Users will need to select the background check package for each vacancy to associate the relevant background check. Go to the *Additional Details* page for job vacancies created within the Recruitment Workflow that includes the background check integration stage. Visit the [ATS User Experience](#ats-user-experience) section to see how to create a vacancy in a workflow that includes the background check integration stage. Eploy navigate to additional details page of vacancy Edit *Additional Details* to select the background check package. Eploy navigate to additional details page of vacancy The selected background check package will be displayed on the *Additional Details* page. Eploy selected background check package ## StackOne Configuration Go to the ATS category on the *Integrations* page and find Eploy. enable eploy Fill out the necessary fields in the **Eploy - Configuration** modal: * **Authentication Type:** Select `OAuth2`. * **Integration Stage Name:** Enter the stage name exactly as your integration app's stage name in Eploy to trigger the Background Check. configure eploy Click `Confirm` or `Save Changes` to enable your OAuth APIs, which allows end-users to link their accounts via the Hub. Navigate to the *Webhooks* page, click `Add webhook`, and fill out the form: * **Name:** A recognisable name for the webhook. * **URL:** The endpoint that will receive notifications for enabled events. Add Webhook form Enable webhook events in the `Events` tab for Background Check, such as `Background Check Order`. Select webhook events Click `Confirm` and then `Save` to add the webhook. ## ATS User Enablement To enable the Eploy Technology Partner app and make it available as a stage within a Recruitment Workflow, go to the [Eploy Marketplace](https://www.eploy.com/product/eploy-marketplace). Eploy Marketplace Click the listed partner's app in the Marketplace. It will direct you to the [Integrate your Eploy with Partner form](https://www.eploy.com/partner/technology-partners). Fill out the form to initiate your request to enable the integration for your Eploy account. Eploy Marketplace Once the partner's app is enabled, it appears in the Stages dropdown when creating or editing Recruitment Workflows. Visit the [ATS User Experience](#ats-user-experience) section to verify if the partner's integration app is enabled and visible in the Stages dropdown. ## ATS User Experience ### Add a Recruitment Workflow Navigate to the *Recruitment Workflow* page from the *Admin* menu. Eploy Integration app Stage Click the `+ New` button to create a new workflow. Eploy Integration app Stage Fill out the necessary fields in the *Create Recruitment Workflow* form as per the requirements, and click `Save`. Eploy Integration app Stage Scroll down and click the `Add` button to add stages in the workflow. Eploy Integration app Stage User can choose various stages as per the requirements and select the partner's integration app stage from the Stages dropdown to trigger the background check notification. For the partner's integration app stage, select the following values: * **Stage Name:** Select the partner's integration app name. Eploy Integration app Stage * **Stage Type:** Select `Actions`. * **Action Type:** Select the partner's integration app name. User may configure other settings as per the requirements and click `Save` to add this stage to the workflow. Eploy Integration app Stage After saving, the stage appears in the workflow. Eploy integration stage Ensure the workflow is set to `Active` to be visible when creating a vacancy. Eploy activate workflow The newly created workflow appears in the *Recruitment Workflow* grid. Eploy saved workflow ### Create a Vacancy in the Workflow Navigate to the *Vacancy* page via `+` button in the top menu. Eploy navigate to vacancies Fill out the vacancy form by choosing the **Recruitment Workflow** that includes the partner's integration app stage user added earlier. User can also configure other fields as per the requirements and click `Save`. Eploy create vacancy User will be directed to the vacancy page after saving. Eploy create vacancy User can see the partner's integration app stage in the vacancy's talent pipeline by navigating to `Work on Vacancy` > `Go to Pipeline`. Eploy integration stage in talent pipeline The stage appears in the vacancy's talent pipeline. Eploy integration stage in talent pipeline ### Select a Background Check package to associate with the vacancy Navigate to the *Additional Details* page of the vacancy to select and associate the background check package. Eploy navigate to additional details page of vacancy Edit the *Additional Details*, select the background check package from the `Background Checks` dropdown, and `Save` the changes. Eploy select background check package The selected background check package will appear on the *Additional Details* page. Eploy selected background check package ### Create a Candidate and add as an applicant to the vacancy Navigate to the *Candidate* page via `+` button in the top menu. Eploy navigate to candidates Fill out the necessary details in the **Create Candidate** form and `Save`. Eploy create candidate User will be directed to the candidate's profile page after saving, where they can initiate the candidate's application by clicking `Application` under the `+` button menu. Eploy create vacancy Select the **Vacancy** and **Stage**, and then `Save` to add the candidate as an applicant to the vacancy. Eploy apply to vacancy User can see the candidate added as an applicant to the vacancy by navigating to the vacancy's talent pipeline. Eploy candidate added to vacancy The candidate appears in the **Stage** user selected when creating the application. Eploy candidate in pipeline User can move the candidate's application to the partner's integration app stage to trigger the background check. Because Eploy requires polling, there can be a short delay between moving an application into the background check stage and the order being triggered. ### Send test to the candidate