Top Echelon / Checkr Integration User Guide 

Welcome to Checkr!

This guide will walk you through the Checkr | Top Echelon integration process, and outline how to use the integration as well as the Checkr dashboard for the background check process.

______________________________________________________________

• 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
• Resubmit a Background Check
• Use the Checkr Dashboard

______________________________________________________________

Before starting

The following items are required to initiate Top Echelon | Checkr integration. 

• Admin access to Checkr and Top Echelon

Top Echelon permissions

• Manage System-Wide Integrations - to enable the integration
• Use Checkr Integration - to order and view background checks

Create a Checkr account

To integrate your Checkr account within Top Echelon Recruiting Software:

1. Login to your Top Echelon account. 
2. Expand the Sidebar in the top right corner of the page and  select on the Settings icon.
3. Select to expand the Addons & Integrations section and then select Checkr.
   
4. On the settings page, select Integrate with Checkr.
5. To create an account for use with Top Echelon:
   1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Top Echelon.
   2. If you are not a current Checkr customer, fill out the needed fields, select Sign Up to create a Checkr account, and add your company information.
6. Next, enter payment information - credit card or bank information. Invoices for background checks will come directly from Checkr, not from Top Echelon. (Payment information may be edited on the Checkr dashboard after the account has been created.)
7. Select Finish Sign Up, which will submit the account to Checkr for review. Once the credentialing process is complete, Checkr will notify both Top Echelon and you to begin ordering background checks through the Top Echelon platform.

Account Hierarchy

The Top Echelon integration allows users to set up different nodes inside of their Checkr account to have displayed in the Top Echelon 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 Top Echelon, 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:

• Fill in the work location of the candidate as you normally would for any background check through Top Echelon.
• Select which Hierarchy node you would like to order from.

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 do not see any packages populating, you will need to assign the appropriate packages to that node in your Checkr dashboard before proceeding.

For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's Account Hierarchy User Guides.

Order Background Checks

Once your Top Echelon and Checkr accounts are connected, a new Checkr card will be present in all People records. From here, you’ll be able to order checks and view results.

To order a background check: 

1. From your Top Echelon dashboard, open any Person record. 
2. In the newly available Checkr card, you will see the following options: 
   1. Run Background Check 
   2. View Background Results
3. Select  Run Background Check . 
4. The Invite Candidate window that appears,  select the type of check you would like to request in the Select a package drop-down menu. 
5. Enter the candidate’s email address (this is automatically pulled if present in the record)
6. Enter the candidate’s state (this is also automatically included if present in the record)
7. Select Submit. 
8. Completing this step will email the candidate to initiate the background check process. The candidate will then provide the other necessary details directly to Checkr, with no additional steps required on your end!
9. Once the candidate provides their information, Checkr will begin to process the 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 Checkr and how to address these issues.

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 a criminal is 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

1. Select View Background Results to review the name of the package ordered the status of the invitation to the candidate, the status of the report's progress and its ETA, and the result of the report and its completion timestamp, a link to the candidate in the Checkr Dashboard if the invitation has not yet been completed, and a link to the report once it has been initiated. 
2. Select View Report to access the full details in the Checkr Dashboard. For more information on reports and report statuses, see How do I interpret a background report.

Resubmit a Background Check

To resubmit a background check for a candidate, the steps of ordering a background check are reiterated below.

1. From your Top Echelon dashboard, navigate to People and select the candidate for which you would like to request a background check.
2. Within the candidate profile, navigate to the Checkr card. 
3. Within the Checkr card, you will see the following options: 
   1.  Run Background Check 
   2.  View Background Results
4. Select Run Background Check. 
5. Enter the candidate information: 
   1. Select a country
   2. Select a state
   3. Select a city (option)
   4. Select a package
   5. Enter Email
6. Select Submit.
7. You’ll receive confirmation Invitation Sent - The candidate was invited to the background check. Select Close.

Use the Checkr Dashboard

While the Top Echelon 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 
  • New and existing user management