Medallion / Checkr Integration User Guide

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. 

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• Before starting
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• Checkr’s Candidate Experience
• International Packages
• Domestic Package with International Verifications
• Review A Background Check
• Use the Checkr Dashboard

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Before starting

The following items are required to initiate the Medallion / Checkr integration:

• Admin access to Checkr and Medallion

Create a Checkr account

1. To get started, log in to your Medallion account. 
2. From the left hand navigation bar, select Providers. This will bring you to a list of providers. Select a provider. 
3. Within the provider profile, select Verifications. 
4. On the Verifications Tab, you will see an Actions tile on the right hand side. With Actions, select Connect to Checkr. 

5. If your company does not yet have a Checkr account, one must be created before integration with Medallion.
6. To create an account for use with Medallion:

   

   1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Medallion.
   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 Medallion. (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 Medallion and you to begin ordering background checks through the Medallion platform.

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. 

Background check 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

Once your Medallion and Checkr accounts are connected, return to a provider profile and follow the steps below. 

1. From the provider profile, navigate to the Vertifications tab. 
2. 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 
3. Select Run Check. 
4. An Initiate Background Check modal will open. 
5. 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. 
6. Select a package from the dropdown. 
7. Select Initiate Background Check. 

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.

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: 

1. 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. 
2. Select Save & Next to save the data. 
3. 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 candidates living and working outside of the United States. If your candidate works in the United States but has out-of-country history, for example, or 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 candidates 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. 

1. From the provider profile, navigate to the Verifications tab. 
2. On the Verifications Tab, scroll down to Checkr Background Checks. 
3. see the following details once a background check has been initiated: 
   1. Package
   2. Status
   3. Created Date
   4. ETA 
4. In the invitation-initiated phase,  select the clock icon for the following details: 
   1. Background Check Status
      1. When the invitation expires 
         1. 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. 
      2. When the invitation was sent 
5. Once the invitation has been completed, you will be able to select Report to review the details
6. 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.

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
• Begin the adverse action process
• Checkr settings 
  • New and existing user management