Programs: Manage groups of similar candidates

This article will help you:

• Understand how Programs may be used to manage screening requirements by job application
• Use Geos to link locations to Programs to more easily manage workflows
• Understand the relation between Programs and Geos

This article is for the following user roles: admin

What are programs?

Programs let you manage groups of similar candidates. With Programs, it’s easy to configure and update the screening packages required for certain clients, sites, or job requisitions. This saves time and makes it simple to know all the screenings being conducted for any client or site.

Create Programs for each role type that requires different screening packages. 

For example, use different screening packages for different job roles in your company. A senior-level member of your finance team might need different screenings from an entry-level member of your operations team.

To learn more about Programs, watch our two-minute Checkr Check-In video:

Assign specific screening packages to each Program:

• A Program for delivery driver roles would likely include criminal screenings and a MVR check
• A Program for back-office management roles wouldn't include a MVR check but may include education and employment verifications
• If you're a staffing agency, each of your clients may have different requirements for which screenings to run. So you could set up a few packages for different roles at Bob's Burgers, and a few packages for roles at Bluth's Frozen Banana Stand.

Checkr's client support team will help you set up your Programs. Once your Programs are set up, your requesters can select a certain Program, and they'll only see packages for those Programs. This reduces errors during the ordering process.

Staffing and business process outsourcing (BPO) firms generally find programs helpful, as they can create a Program for each client with whom they work. This lets them easily manage packages by client and set automated adjudication criteria for them.

How do I create a program?

To set up Programs or change the packages included in a program, contact Checkr Customer Support. Programs must be built and managed on Checkr's side.

Adding Geos to programs

You can modify the Geos for a given program yourself. Pairing Geos and Programs has two benefits:

• More specific segments for candidates:
• You could segment finance positions (Program) in your Los Angeles office (Geo), which may have different requirements for packages and compliance.
• An on-demand transportation network company (TNC) may create Programs for drivers vs. FTEs, then segment those by each location (Geo) where it does business.
• A staffing agency may create a segment for positions hired for SampleCo (Program) in Atlanta (Geo), and a different segment for positions hired for GeneriCorp (Program) in Jacksonville (Geo).
• A BPO firm could create a segment for each client it supports (Program), by call center site (Geo)
• Better user management: By combining Geos and Programs, you have deeper control over user permissions. For example, you may want a recruiter (who may have a requester role in Checkr) only to initiate background checks and manage candidates in a certain role and location.

For more information on adding Geos to Programs, see Edit Programs in the Checkr Dashboard User Guide.  

What's the difference between Programs and Geos?

Use the chart below to reference the differences between Programs and Geos as business tools.

Reminder: What do Geos do?

• Segments candidates by their work location
• Assigns your Checkr users to see candidates & receive email notifications in a specific Geo

Reminder: What do Programs do?

• Segments candidates by their position type or group (by department, by client, etc.)
• Groups your screening packages so they are easier to manage