Welcome to Checkr!

This guide will walk you through the Checkr / Trustero 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 Trustero, please fill out a support request for additional assistance.

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• Prerequisites
• Enable Checkr setup
• Create a Checkr account
• Order Background Checks
• Review A Background Check
• Disconnect Checkr Account
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources

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Prerequisites

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

• Access to Trustero, with admin rights

Enable Checkr setup

To enable Checkr within your Trustero account, please follow the below steps. 

1. Login to your Trustero account. 
2. From the left hand navigation menu, select ‘Services’. This will bring you to the ‘Services and Receptors’ page within Trustero. 
   1. Checkr is part of Trustero's ‘Receptors’. A receptor automated evidence collection for a specific tool.

3. In the right hand corner, select ‘Add Receptor’. This will lightframe a window of receptors to choose from. 

4. Select ‘Checkr’. A window, ‘Activate Checkr’ will populate. 

5. Fill out the ‘Nickname’ field. 
   1. This field is required and is part of the evidence caption to assist the auditor in distinguishing where the data is coming from. 
   2. The customer can use their org name, or whatever naming conventions will help them distinguish between accounts if you are connecting more than one Checkr account. 

6. Select ‘Activate’. This will redirect you to the Checkr hosted, sign-in / sign-up flow. 

• If you are already a Checkr customer, select Sign In to connect your current Checkr account to Trustero.
• If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information

7. Once you’ve signed-in / signed-up, you will be redirected back to the Trustero page, ‘Services and Receptors’. 
8. Checkr will now be listed as a receptor. 

Create a Checkr account

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

To create an account for use with Trustero: 

1. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Continue.

3. Enter payment information. Invoices for background checks will come directly from Checkr, and not from Trustero. (Payment information may be edited on the Checkr dashboard after the account has been created.)

4. Provide the requested credentialing information. This information is required by law to ensure that only legitimate companies, with legitimate business needs, can run background checks.
   • Note: Select Purpose: Pre-employment to use Checkr to run background checks for hiring/employment purposes.
5. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Trustero and you, and you may begin ordering background checks through the Trustero platform. 
6. Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

Order Background Checks

To order background checks, a Checkr customer must order a background check directly from their Checkr dashboard. Trustero does not support the ordering process within their platform. Rather, Trustero will receive ‘completed’ and ‘in progress’ background check report information from Checkr Accounts. For ‘in progress’ checks, no date of completion will be listed. 

Review A Background Check

To review completed background report information from your Checkr account within Trustero, please follow the steps below. 

1. Login to your Trustero account and ensure you’ve followed the steps outlined in the ‘Enable Checkr Setup’ section above.
2. Go to the ‘Services and Receptors’ page. 
3. Checkr will be listed as a receptor. Select ‘Checkr’. 
4. You will see ‘Automatable Controls’. Automatable Controls are what the receptor is related to for audit purposes. 

5. For Checkr, you will see that the Checkr receptor is related to screenings. 
6. If you select ‘Screening’, you will be brought to a controls page, titled ‘Screening’. 

7. Under ‘Procedure’, you will see various tabs. Select ‘Evidence’. 
8. The ‘Evidence’ tab contains all of the background check scans. A scan is when they retrieve the data from Checkr to generate background check evidence. 
   1. A scan for background checks is added upon connecting your Checkr account. 
   2. A scan is added once a week. This sync occurs every Friday at 2am. 
   3. A scan can occur ad-hoc, whenever a customer requests one. 

9. By selecting a scan, a window populates titled ‘Automatic Evidence for Screening’ and details the following evidence for all completed background checks, Name of employee, start date and completion date. 
   1. Note: A user will not see the background check status / result. 

10. To request a new scan of background checks, you can select ‘Add Evidence’

Disconnect your Checkr Account

If you wish to disconnect your Checkr account from within Trustero, please follow the steps below. 

1. Login to Trustero. 
2. Navigate to the ‘Services and Receptors’ page. 
3. Within your list of ‘Receptors’, find Checkr. 
4. Click the pencil icon to the left of Checkr, ‘Manage Receptor’.
5. This will populate the ‘Activate Checkr’ screen. 
6. Select ‘Deactivate’. 

7. This will disconnect your Checkr account.

Checkr Features

Use the Checkr Dashboard

While the Trustero integration allows users to view completed background check reports (name of candidate, start date and completion date) the following features are available 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

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate 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 Checkr 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