Welcome to Checkr!
This guide will walk you through the Checkr | Medallion 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 Medallion, submit a request to contact us.
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Domestic Package with International Verifications
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Medallion | Checkr User Guide
This guide describes how to set up Checkr to use within Medallion, such that Medallion users can initiate and view Checkr background checks from within the Medallion interface.
Prerequisites
The following items are required to initiate Medallion | Checkr integration. Please ensure you have the following before proceeding.
- Access to Medallion, with HR Privileged admin permission (please reach out to your Medallion CSM to request)
- Checkr login credentials
Enable Checkr setup
To enable Checkr from within Medallion, please follow the steps below.
- Login to your Medallion account.
- From the left hand navigation bar, select ‘Providers’. This will bring you to a list of providers. Select a provider.
- Within the provider profile, select ‘Verifications’.
- On the Verifications Tab, you will see an ‘Actions’ tile on the right hand side. With ‘Actions’, there is an option for ‘Background Check’ and ‘Connect to Checkr’.
- When hovering over ‘Connect to Check’, if you do not have an account connected you will see the tool tip, “To begin running Checkr background checks you must sign on or sign up with Checkr”.
- Click ‘Connect to Checkr’.
- You will be brought to a new tab that initiates the Checkr Sign Up or Sign In Flow.
- If you are already a Checkr customer, select Sign In to connect your current Checkr account to Medallion.
- If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information
- If you choose to Sign Up for Checkr, you will be redirected back to Medallion and the provider profile.
- A tooltip will populate at the top of the page saying ‘Checkr integration successful!’ but there will be a new button with the ‘Actions’ tile.
- The ‘Actions’ tile will show a grayed out, ‘Run Check’ button with the following tooltip, “Checkr must first credential your account in order to run background checks. Credentialing can take up to 1-3 days.”
- This button will be activated when your account has been credentialed.
- If you choose to Sign In to an existing Check account, you will be redirected back to Medallion and the provider profile.
- A tooltip will populate at the top of the page saying ‘Checkr integration successful!’ but there will be a new button with the ‘Actions’ tile.
- The ‘Actions’ tile will show an active ‘Run Check’ button with the ability to begin ordering background checks.
Create a Checkr account
If your company does not yet have a Checkr account, one must be created before integration with Medallion.
To create an account for use with Medallion:
- Click Sign Up when prompted.
- Enter your name and company contact information, and click Continue.
- Enter payment information. Invoices for background checks will come directly from Checkr, and not from Medallion. (Payment information may be edited on the Checkr dashboard after the account has been created.)
- 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.
- Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both Medallion and you, and you may begin ordering background checks through the Medallion platform.
- Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email.
Account Hierarchy
The Medallion integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the Medallion 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 Medallion, 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, please follow the steps below in the ‘Order Background Checks’ section. Note step #5, the ordering modal will ask the user to select the node you would like to order from, as well as ‘Select the background check package you’d like to run’.
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 select a node that doesn’t have any assigned packages, you will see all packages in the dropdown. If you do not see any packages populating, and you want to assign a package to that node before proceeding, navigate to your Checkr dashboard.
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
Manual Ordering
Once your Medallion and Checkr accounts are connected, return to a provider profile and follow the steps below.
- From the provider profile, navigate to the ‘Verifications' tab.
- On the Verifications Tab, you will see an ‘Actions’ tile on the right-hand side. With ‘Actions’, there is an option for ‘Background Check’ and ‘Run Check’.
- Select ‘Run Check’.
- An ‘Initiate Background Check’ modal will open.
- The modal will ask the user to select the node you would like to order from, as well as ‘Select the background check package you’d like to run’.
- Select a package from the dropdown.
- Select ‘Initiate Background Check’. This initiates the background check process with the provider.
Please note, if you have not set a permanent address within the provider’s profile, you will receive the following error: ‘Data required by Checkr is missing: “Unable to request a background check without a state address”. Permanent addresses are required for profile completion so this error should be uncommon but if surfaced, please follow the steps below to correct the issue.
To correct this issue:
- Navigate to the provider’s profile and add a permanent address.
- This permanent address will populate in the Checkr invitation flow for all background checks requested on the provider moving forward.
- Select “Save & Next” to save the data.
- Navigate back to the ‘Verifications’ tab and re-initiate the ‘Run Check’ flow.
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, you 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
Once the background check has been ordered, please follow the steps below to monitor the background check from within Medallion.
- From the provider profile, navigate to the ‘Vertifications’ tab.
- On the Verifications Tab, scroll down to ‘Checkr Background Checks’.
- Here you will see all background checks that have been initiated for this provider.
- In the invitation initiated phase, you will be able to see the following details once a background check has been initiated:
- Package
- Status
- Created DAte
- ETA
- Link to the Checkr Dashboard as N/A (no report has been generated yet)
- In the invitation initiated phase, you will also see a clock icon with a tooltip that provides additional information on the background check. An example of the message you will see is the following, “An invitation was successfully initiated with Checkr”. You can click the icon and open the tooltip for the following details:
- ‘Background Check Status’
- When the invitation expires
- If this invitation has an expired status, Medallion will allow you to resubmit the background check by selecting the button within the tooltip to refresh and resubmit the invitation to the provider.
- When the invitation was sent
- When the invitation expires
- ‘Background Check Status’
- Once the invitation has been completed, you will be able to see the following details within the ‘Check Background Checks’ tile:
- Package
- Status
- Created Date
- ETA
- Link to the Checkr dashboard - Click on this link to open the report in the Checkr dashboard, and review details.
- Once the invitation has been completed, you will also see a ‘Checkmark’ icon with a tooltip that provides additional information on the background check.
For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center which covers:
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.
Checkr Features
Use the Checkr Dashboard
While the Medallion 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
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