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

Welcome to Checkr!

This guide will walk you through the Checkr / AETI integration process, and outline how to use the Checkr dashboard for the background check process. 

The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any questions not covered in this guide that are specific to AETI, please fill out a support request for additional assistance.

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• Prerequisites
• Add Checkr to AETI
• Create a Checkr Account
• Order Background Checks
• Monitor Background Checks
• Resubmit Background Checks
• AETI User Permissions
• Use the Checkr Dashboard

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Prerequisites

The following items are required to initiate AETI / Checkr integration. Please ensure you have the following before proceeding.

• Access to AETI, with admin rights 
• Access to Checkr, with admin rights

Add Checkr to AETI

First, enable Checkr from within AETI. 

1. From within Quadra, navigate to the Quadra administration area. To get to the administration area, the user can select their user name in the top right corner and select “Administration” from the drop-down. 
2. Once in the Admin Area, the left-hand sidebar will present various modules. 
3. Select the option “Drivers > Connect to Checkr” from the sidebar menu.
4. Once on the “Connect to Checkr” screen, click the “Connect to Checkr” button, displayed next to the connection status, to start the Checkr signup/sign-in process. 
1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to AETI.
2. If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information
5. Upon successful signup/sign in the user will be redirected back to a success message in Quadra.                               
6. Accessing the “Connect to Checkr” screen again will show a connected status and willow disconnecting.                               

Create a Checkr account

If your company does not yet have a Checkr account, one must be created before integration with AETI.

To create an account for use with AETI:

1. 1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to AETI.
   2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
      
2. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from AETI. (Payment information may be edited on the Checkr dashboard after the account has been created.)

3. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both AETI and you to begin ordering background checks through the AETI platform. 

Order Background Checks

Authorization Types

Before you can order a background check, authorization types must be set up and linked to Checkr packages. Please note, “authorization types” is a concept specific to  AETI, and instructions on how to set up authorization types can be found below. 

Setting up Authorization Types eliminates the need to select a background check package further down in the initiation of a background check, as the user will select an authorization type rather than a package. When ordering a background check, the user will select the authorization type and the authorization type has a 1:1 relationship with a Checkr package, Therefore, the Checkr package is always implied when selecting an authorization type.

1. Once your Checkr account is connected within AETI, on the “Connect to Checkr” homepage, you will see the following alert, “To order background checks, Authorization Types must be linked to Checkr Packages”. 
2. To get to Authorization Types, you can select the hyperlink from within the above alert OR you can navigate to the left navigation menu, select the “Drivers” dropdown and select “Authorization Types”.                                       
3. From the “Authorization Types” page, admin users can set up authorization types by selecting “Add Authorization Type”.                             
4. Once you’ve selected “Add Authorization Type”, you will be prompted to populate the following fields: Authorization Type, Tier (i.e. nodes from within Checkr), Checkr Package, and Re-authorization Days.                                     
5. Select “Save Authorization Type”.

Once your AETI and Checkr accounts are connected, you can begin running background checks. 

Ordering a BGC for a new driver

1. To order a background on a new driver, click the “Add Driver” link above the drivers grid. 
2. Once on the “Add Driver” screen, enter in first name, last name, and email, and select an “Authorization Type” that is linked to a Checkr package.
3. Click the “Add Driver” button to add the driver and order the background check.

Ordering a Background Check for an Existing Driver

1. To order a background check on an existing driver, choose “Edit” from the action drop down on the drivers grid. 
2. Once on the “Edit Driver” screen, scroll down to the authorizations grid. 
3. Click “Add Authorization” and choose the “Authorization Type” that is linked to a Checkr package.                                       
4. The background check status will change to “Order Background Check”.     
5. Click the “Edit Driver” button to save the driver and order the background check. 

For both the Add & Edit scenarios outlined above, work location may be specified for a driver by entering a zip and looking up city and state. If a zip code is not provided for a driver, the system will use the city and state on the driver’s Quadra account record. 

Monitor Background Checks

1. Users may use the “Status” columns on the driver's grid, driver details, or edit driver screens to monitor the status of a background check.
2. Users may view additional information by clicking on the status and opening the background check detail popup.                                 
3. Additional information includes Checkr package ordered, invitation dates, and/or report dates/. 
4. If a user has “Administer Client” permission, they may also view the Checkr report link to the Checkr dashboard. 

This report link can be clicked on to open the report in the Checkr Dashboard and review additional report details. (For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center.)

Most background checks will be completed within 24 hours, but the time to complete can range from a few minutes to a few weeks, depending on the type of check ordered, the geographic location of the candidate, and/or county courthouse operations. 

Resubmit Background Checks

1. To resubmit a background check that encountered an error, choose “Edit” from the actions drop down on the drivers grid. 
2. Once on the “Edit Driver” screen, scroll down to the authorizations grid. 
3. Locate the failed background check with a background check status of “Error”.
4. Click “Resubmit Background Check”
5. Finally, click the “Edit Driver” button at the bottom of the screen, any driver changes will be saved, and the background check will be submitted to Checkr. 

AETI User Permissions

1. Users with “Administer Client” permissions and access to the driver's module may “Connect to Checkr” using the OAuth flow outlined in section 1. 
2. Users with “Add Driver” and/or “Edit Driver” permissions may submit background checks once their Quadra client account is connected and credentialed on Checkr. 
3. Users with “Add Driver” and/or “Edit Driver” permissions may view background check statuses. 
4. Users with “Administer Client” permissions may also view the Checkr report link. 

Use the Checkr Dashboard

While the AETI integration allows users to order background checks and view their status, the following features are available only within Checkr: 

• Background check invitation links
• Full background check report results
• Adverse Action initiation and processing tools
• Checkr settings 
• New and existing user management
• Billing information
• Email notification preferences

For a quick overview of the Checkr Dashboard, please see Getting started with Checkr.