Discovered ATS / Checkr Integration User Guide

Welcome to Checkr!

This guide will walk you through the Checkr / Discovered ATS 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 Discovered ATS submit a request to contact us.

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• Prerequisites
• Enable Checkr setup
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• International Packages
• Domestic Package with International Verifications
• Review a Background Check
• Monitoring a Background Check
• Reviewing Completed Results
• Resubmit a Background Check
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources

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Prerequisites

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

• Admin access to Checkr and Discovered ATS

Enable Checkr 

To enable Checkr from within Discovered ATS, please follow the steps below. 

Option 1

1. Log in to Discovered ATS
2. From account settings, select “Checkr Settings”. 
3. Select “Connect or Create Checkr Account”.
4. If you already have a Checkr account, select Sign In.

Option 2

1. Log in to Discovered ATS
2. Once logged in, you will be on the Discovered ATS dashboard homepage.
3. Select a job and then a candidate
4. Under “Background Check” select “Integration with Checkr”
5. If you already have a Checkr account, select Sign In.

Create a Checkr account

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

To create an account for use with Discovered ATS:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Discovered ATS.
2. If you are not a current Checkr customer, fill out the required fields, and select Get Started to create a Checkr account and add your company information.
   
3. After providing your company information, enter payment information. Invoices for background checks will come directly from Checkr, not from Discovered ATS. (Payment information may be edited on the Checkr dashboard after the account has been created.)
4. Once complete, select Submit and your account will be sent to Checkr for review. Once the credentialing process is complete, Checkr will notify both Discovered ATS and you to begin ordering background checks through the Discovered ATS platform.

Account Hierarchy

The Discovered ATS integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the Discovered ATS background check ordering workflow. Nodes can be used to designate different locations, teams, or groups that order background checks within your organization. Checkr requires you to assign packages to nodes once they are created, and will then display which node ordered which package on your Checkr invoice. 

Each time you order a background check within Discovered ATS, you will be asked which node to order the check from and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check through Discovered ATS.
• Select which Hierarchy node you would like to order from.

The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. If you do not see any packages populating, you will need to assign the appropriate packages to that node in your Checkr dashboard before proceeding.

For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's 

Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

Order Background Checks

To order a background check:

1. On a job posting, navigate to the candidate profile of the candidate you wish to request a background check for. 
2. Once within the candidate profile, navigate to the “Background Check” section and select “Request background check”. 
3. Once selected, the “Invite Candidate” workflow will begin and the user will be prompted to select: Country, State, City, Background Check Package, and email of the candidate. 
4. Once complete, select “submit”. By selecting “submit”, the user will receive a confirmation on the screen that an invitation will be sent to the candidate to initiate the background check. 

International Packages 

Checkr defines international background checks as background checks run on candidate’s living and working outside of the United States. If your candidate works in the United States but has out-of-country history, for example attended school internationally, the user should request a package that includes an education verification with out-of-country history enabled.

Checkr currently offers the following international screenings for candidate’s with work locations outside the United States:

• International Criminal
• Adverse Media Search - may be enabled to automatically run if criminal not available
• Identity Document Verification
• Global Watchlist
• Education Verification
• Employment Verification

Domestic Package with International Verifications

If your candidate works in the United States but has out-of-country history, Checkr currently offers an out-of-country history setting that can be added to any domestic criminal search or verification. 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

Review A Background Check

Monitoring A Background Check

Once a background check has been initiated on a candidate, please follow the steps below to monitor the status and results of the background check. 

1. On a job posting, navigate to the candidate profile of the candidate you wish to see background check results for. 
2. Once within the candidate profile, navigate to the “Background Check” section. 
3. Within the “Background Check” section of the candidate profile, the user is able to see all background checks that have been initiated on the candidate. 
4. While in progress, the background check tile will share the following information: the background check package requested, the status of the background check, the ETA for completion, and the option to “View Candidate”. 
   1. By selecting “View Candidate”, the user will be redirected to the Checkr dashboard to review the candidate within Checkr.               
5. Once a background check has been completed and the status is returned, the background check status and the result will display within the background check tile. If the status and background check result require additional review, the user can select “View Report” to navigate to the Checkr dashboard and review the background check results. 

Reviewing Completed Results

Once the background check has been ordered, the status of the report will be listed in the Discovered ATS candidate profile. Once Complete, click on “View Report” to open the report in the Checkr Dashboard, and review details. 

For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center which covers:

• Report layout
• Clear and Consider statuses
• Engage the candidate or begin the adverse action process

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 A Background Check

If a new background check is required for the same candidate, please follow the steps below. 

1. A new candidate profile is required. To create a new profile…
2. This is because Discovered ATS has put measures in place that ensures no two candidates can have the same email address. If two candidates have the same email address, the candidate profiles get combined into one. 
   1. For example, if the candidate uses Gmail, they could do homersimpson@gmail.com and homersimpson1@gmail.com
3. Navigate to the job posting
4. Select “Add Candidate”. 
5. The candidate’s information can all be added, aside from the email address. A new email address is required to be different from the candidate's first profile’s email address. 
6. Once the candidate has a second profile, the user can navigate to the candidate’s profile >> Background Checks >> Request Background Check.

Checkr Features

Use the Checkr Dashboard

While the Discovered ATS 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
• Begin the adverse action process
• New and existing user management

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate's experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact our support and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

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