Pageup User Guide – Certn

Overview

This guide explains how to use the CertnCentric × PageUp integration to initiate and manage background checks directly from your PageUp Applicant Tracking System (ATS).

With this integration, background checks and verifications can be triggered and tracked within PageUp, streamlining your hiring process without switching platforms.

Before You Begin

To enable the PageUp ATS integration, please contact your PageUp Professional Services team and request your PageUp Client ID and Client Secret. These credentials are required to connect your PageUp instance to CertnCentric.

Note: Integration setup must be completed by a user with both CertnCentric Admin and PageUp Admin permissions.

PageUp Integration Set up

Follow the steps below to integrate your CertnCentric account with your PageUp ATS instance.

1. Login to CertnCentric Client Portal with your admin credentials.

2. Navigate to the Integration Settings - Go to Settings → Integrations (in the left-hand menu).

3. Click the “+ Add” button to start setting up the PageUp integration

4. Enter Your PageUp Integration Details

Enter the below values into the required fields - Click on "Connect account" to complete the integration.

Note: Orders cannot be triggered via PageUp until prerequisites are completed (see below). Please click here to know more about how to invite applicants to complete a background check.

Pre-Requisites - Group & Package Mapping: Before using the integration, you must map your PageUp configuration to Certn groups and packages.

Associate a Centric Group ID to a PageUp Department

Every background check order in CertnCentric must be associated with a group. While creating a job in PageUp, you have the option to associate a job to a department. This is where you will add your CertnCentric groups. Your client admin will have to associate the Group ID in their CertnCentric account to the PageUp department. The Group ID in the CertnCentric account can be found by following the below steps

• Log into the CertnCentric Client Portal

• Navigate to ‘Groups’ in your main navigation

• Identify the group to be associated to the department in PageUp

• Click on “View Details’ to navigate to the group detail page

• Copy the Group ID from the URL

• Configure the Group ID to the PageUp department. The department can then be associated to a job

• If the client does not associate a job to any department, the CertnCentric system will consider the default group set in the PageUp integration.

Note - The email ID of the authorised user who places an order in PageUp needs to be:

• Setup as a user in Centric with the same email id. Please refer How to setup client users.
• Associated with the Group used to place the order.

How to associate a CertnCentric package ID to a PageUp package

Every order in CertnCentric must be associated with a package. While triggering a background check invite in PageUp, the user will need to associate the invite to a package. The Package options in PageUp will relate to the packages in your CertnCentric account. Your client admin will have to associate the package ID in their CertnCentric account to the relevant PageUp package. The package ID in your CertnCentric account can be found by following the below steps:

• Log into the CertnCentric client portal

• Navigate to the ‘Packages’ in your main navigation

• Identify the CertnCentric package to be associated with the package in PageUp. Please click here to know more about how to set up your packages in Centric.

• Click on view details to navigate to the ‘Package Detail’ page

• Copy the package ID from the URL, which is the string highlighted in screenshot below

Configure the package ID to the PageUp package code. Please refer the PageUp help articles on how to setup the package.