PipeHireHRM / Checkr Integration User Guide

Welcome to Checkr!

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

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• Before starting
• Create a Checkr account
• Order Background Checks
• Review a Background Check
• Use the Checkr Dashboard

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Before starting

The following items are required to initiate the PipeHireHRM / Checkr integration.admin access to Checkr and PipeHireHRM 

Create a Checkr account

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

1. Sign in to PipehireHRM. 
2. Once logged in, navigate to the candidate funnel. 
3. At the top of the candidate funnel, select connect your Checkr account
4. To create an account for use with PipeHireHRM:
   1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to PipeHireHRM.
   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.
5. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from PipeHireHRM. (Payment information may be edited on the Checkr dashboard after the account has been created.)
6. Select Finish Sign Up which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both PipeHireHRM and you to begin ordering background checks through the PipeHireHRM platform.

Order Background Checks

To order a background check:

1. Navigate to the candidate funnel.
2. Click on an candidate card to view the candidate profile. 
3. UnderBasic Information, select Run Background Check. 

4. Submit the candidate’s information: state, city, background check package, email. 
   1. For the package begin typing or use the down arrow to see the full package list available. 

5. Once all the information has been inputted, select Submit
6. By selecting submit, a window will populate letting you know that an Invitation to the background check has been sent to the candidate. 

Review a Background Check

To monitor background checks that have been initiated. 

1. Navigate to the candidate funnel.
2. Click the candidate card to view the candidate’s profile. 

3. Select View Background Check Overview .

4. The background checks that have been initiated for the candidate will be listed and. 
5. display the following: background check package, status, and ETA.
6. Select View Report to see the background check results. For more information on reports and report statuses, see How do I interpret a background report.

Use the Checkr Dashboard

While the PipeHireHRM 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