Welcome to Checkr!

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

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

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This guide describes how to set up Checkr to use within ControlMap, such that ControlMap users can initiate and view Checkr background checks from within the ControlMap interface. 

Prerequisites

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

• Access to ControlMap, with admin rights 

Enable Checkr setup

To enable Checkr from within the ControlMap platform, please follow the steps below: 

1. Login to the ControlMap platform. 
2. From your homepage, use the navigation bar on the left side of the page to select ‘Integrations’. 
3. From the ‘Integrations’ page, select the ‘+ Integration’ purple icon in the top right corner. This will bring you to a page of available integrations. 
4. Scroll to the bottom of the page. Under ‘Background Checks’ you will see Checkr. Select ‘Connect’. 
5. Clicking ‘Connect’ will bring you to a new page with detailed information on the Checkr integration. 
6. Click on ‘Connect to Checkr’.
7. You will be redirected to the Checkr hosted, sign-in / sign-up flow to connect an existing or new Checkr account.
   1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to ControlMap.
   2. If you are not a current Checkr customer, select Sign Up to create a Checkr account.
8. Once you are connected and signed in, you will be brought back to ControlMap. You will be redirected to the ‘Integrations’ page for Checkr where you can select your preferred schedule for weekly or daily syncs.
9. Based on the schedule, ControlMap will scan your Checkr account and update ControlMap with relevant information. 
   1. Upon account setup, ControlMap will do an initial scan. 
   2. Customers can also manually sync BGC reports to ControlMap 

Create a Checkr account

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

To create an account for use with ControlMap:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to ControlMap.
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 ControlMap. (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 ControlMap and you to begin ordering background checks through the ControlMap platform.
   1. Once you are connected and signed in, you will be brought back to ControlMap. You will be redirected to the ‘Integrations’ page for Checkr where you can select your preferred schedule for weekly or daily syncs.
   2. Based on the schedule, ControlMap will scan your Checkr account and update ControlMap with relevant information. 
   3. Upon account setup, ControlMap will do an initial scan. 
   4. Customers can also manually sync BGC reports to ControlMap.

Order Background Checks

To order background checks, a Checkr customer must order a background check directly from their Checkr dashboard. ControlMap does not support the ordering process within their platform. ControlMap will receive completed background check report information from Checkr Accounts. 

Review A Background Check

ControlMap only receives completed report information from Checkr accounts. To view completed report information within ControlMap, please follow the steps below: 

1. From the ControlMap dashboard, navigate to ‘Integrations’ and select ‘Checkr’. 
2. From within ‘Checkr’, you will see the following options: 
   1. Compliance Checks
   2. Background Checks
   3. Connection
   4. Schedule 
   5. Logs 
   6. Help
3. Select ‘Background Checks’ to display a list of all completed background check reports. 
   1. This page details: Account, Employee, Background Check Complete, Background Check Status, Link to Checkr dashboard for the report, First Seen and Last Checked. 
4. Select ‘Schedule’ to modify the scan schedule. You can schedule this scan to run daily or weekly.

Checkr Features

Use the Checkr Dashboard

While the ControlMap 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 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