Advanced Enterprise Technologies, Inc. (AETI) / Checkr Integration Guide

Welcome to Checkr!

This guide will walk you through the Checkr / AETI  integration process. The help center is a great resource for any questions that may not be covered in this guide. If you have any questions not covered in the help center, submit a request.

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• Prerequisites
• AETI User Permissions
• Enable Checkr Setup
• Create a Checkr Account
• Account Hierarchy
• Order A Background Check
• Authorization Types
• Order A Background Check - for a New Driver
• Order A Background Check - for an Existing Driver
• Review Background Check Status
• Resubmit A Background Check
• Checkr Features
• Additional Resources
• International Searches
• International Verifications

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Prerequisites

The following items are required to initiate the integration:

• Admin access in Checkr and AETI

AETI Permissions

1. Administer Client permissions and access to the driver's module may Connect to Checkr. 
2. Add Driver and/or Edit Driver permissions may submit background checks once connected. 
3. Add Driver and/or Edit Driver permissions may view background check statuses. 
4. Administer Client permissions may view the report link. 

The AETI Administration module allows you to connect to Checkr to perform driver background checks.

Enable Checkr Setup

First, enable Checkr from within AETI. 

1. Access the Administration module
2. Select Drivers, then Connect to Checkr
3. Next to Connection Status select Connect to Check

If you already have an account, select Sign In to connect. If you don’t have a Checkr account, create an account to get started.

Create a Checkr Account

To create a Checkr account:

1. Select Setup a Checkr account.
2. Enter your contact/business information.
   1. Select Continue.
3. Enter your business payment information.
   1. Select Continue.
   2. Invoices are sent out at the beginning of each month.
4. Select Submit Account for your account to be authorized.

Checkr will verify your information and notify you in 1-2 business days via email.                        

The Connection Status under Drivers will also show Connected.

Account Hierarchy

With Account Hierarchy you can set up Tiers (nodes) within the Checkr dashboard for background checks. Nodes can be used to assign different locations, teams, or groups that order background checks within your organization. Assign a package to a node and it will appear on your invoice. Invoices will show the background checks ordered by each node. Once created, when ordering to order a background check:

• Fill in the work location of the candidate
  • Select the node
• Select the Authorization Type

Your list of available packages will automatically generate based on the node you select. Select the background check package. If you do not see any packages, you will need to assign a package to that node in your Checkr dashboard.

Order A Background Check

Authorization Types

Before you can order a background check, authorization types must be set up and linked to Checkr packages. Authorization types are specific to AETI.

How to set up authorization types once connected to Checkr either:

1. Select To order background checks, Authorization Types must be linked to Checkr Packages.
2. Select Authorization Types below Drivers.

From Authorization Types, select Add Authorization Type. 

Enter the Authorization Type, Tier (nodes), Checkr Package, and the Re-authorization Days. Once complete, Save Authorization Type.

Order A Background Check - for a New Driver

To order a background on a new driver:

1. Select Add Driver within the drivers grid. 
2. Enter the driver's information:
3. Account, Name, Effective Date, Email Address, and Authorization Type
4. Select Add Driver to add and order the background check

Once a background check is ordered, candidates receive an email from Checkr to provide their information and complete the candidate's background check process.

Order A Background Check - for an Existing Driver

1. To order a background check on an existing driver:
2. Select Edit within the drivers grid. 
3. Select Authorizations
4. Select Add Authorization
5. Select the Authorization Type 

The background check status will update to Order Background Check.

1. Select Edit Driver to save the driver and order the background check. 
2. Work location may be specified by entering a zip to get city, state. If a zip code is not provided, AETI will use the city, state on the driver’s account record. 

The status of the report will be available within AEIT. Checkr will also keep you updated via email on the status as it completes. Checkr's help center provides additional information on how to interpret a background check. Some background checks results are available within 24 hours. Most background checks are completed within 3-5 business days, but can take longer depending on the location or depth of the search.

Review Background Check Status

To monitor the status of a background check:

• Review the Status columns on the driver's grid, driver details, or edit driver screens

Additional information can be viewed by selecting on the status and opening the background check detail.         

Additional information includes the background check package ordered, invitation/report created and completed date and time. 

Administer Clients can access the view report link to access the Checkr dashboard. 

Resubmit A Background Check

To resubmit a background check that encountered an error, choose Edit from the actions drop down on the drivers grid. 

1. From the Edit Driver screen, scroll down to the Authorizations grid. 
2. Locate the background check with the status: Error.
3. Select Resubmit Background Check
4. Select Edit Driver. Any changes will be saved, and the background check will be submitted to Checkr. 

Checkr Features

Additional Checkr account features and useful help center information for getting started:

• • • • Order a background check
        • Available searches
        • Cancel a background check
        • Adverse Action
        • Background check FAQs
      • Checkr account settings
        • Manage your account
      • Checkr's Mission
        • Candidate stories

Additional Resources

International Searches

Checkr offers several global searches for organizations hiring outside the United States (US). Depending on the location, Checkr offers a combination of criminal searches, global watchlist searches, education and employment verifications, adverse media searches, and identity document validation.

International Verifications

If your candidate works in the United States but has out-of-country history, for example attended school internationally, request a package that includes an education verification with out-of-country history enabled. The option can be applied for candidates who will perform their work inside the US, but who have an address history outside the US. Screening types that can be run on domestic screenings with out-of-country history include: 

• Education Verification

• Employment Verification