Welcome to checkr!

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

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• Prerequisites
• Enable Checkr setup
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• Manual Ordering 
• International Packages 
• Domestic Package with International Verifications
• 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 Welcome In App, such that Welcome In App users can initiate and view Checkr background checks from within the Welcome In App interface. 

Prerequisites

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

• Access to Welcome In App,  as a Property Owner 

Property Owners are requesting background checks on Property Managers. 

Property Owner will receive a notification that someone has applied to the property

Enable Checkr setup

First, enable Checkr from within Welcome In App. You must have admin access to Welcome In App, as a property owner, to complete this process. 

1. Login to your Welcome In App account, as a property owner. 
2. From your ‘Profile”, select ‘Background Check’. 
3. Once on the “Background Check’ screen, select ‘Authorize Background Checks’. 
4. You will be redirected to the Check hosted Sign In / Sign Up flow. 
5. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Welcome In App. 
   1. Upon a successful Sign In, you will be redirected back to Welcome In App and can begin running background checks. 
   2. You will have the option to deauthorize your account at any time. 
6. If you are not a current Checkr customer, select Sign Up to create a Checkr account, and add your billing and credentialing information. 
   1. If you choose Sign Up, you will be redirected back to WelcomeIn but will have to wait for your Checkr account to be credentialed before requesting any background checks. 
   2. If you attempt to order a background check before your account has been credentialed,  you will see the following message: “Info: Please come back in 24 hours to 48 hours. We are currently validating your background check account”. 

Create a Checkr account

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

To create an account for use with Welcome In App:

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 Welcome In App. (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 Welcome In App and you, and you may begin ordering background checks through the Welcome In App platform. 
6. Credentialing typically takes 1-2 business days. If Checkr needs additional information, they will reach out to you directly by email. 

Account Hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the background check ordering workflow. Nodes can be used to designate different locations, teams, or groups that order background checks within your organization. Checkr will ask  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, 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 outlined below in, ‘Order Background Checks’. 

• Fill in the work location of the candidate as you normally would for any background check.
• 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 Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

Order Background Checks

Manual Ordering 

Once your Welcome In App and Checkr accounts are connected, return to ‘My Properties’ and select ‘Applicant’s’. 

1. From within ‘Applicants’, select the ‘three dot selection’ on the property you would like to view. Select ‘Edit Property’. This will bring you to a property overview screen. 
2. Scroll down to ‘Applicants’ and select the Applicant you would like to run a background check on. 
3. Once on the applicant’s profile,, select the option for, ‘Background Check’. 
4. Once selected, select ‘Request for background check’. 

5. This will open a module to invite your applicant to the background check. You will be asked for the following information: 
   1. Select a county
   2. Select a state
   3. Select a city (optional)
   4. Select a package
   5. Enter email 
6. Once the information is complete, select ‘Submit’. 
7. Once submitted, the invitation has been sent to your applicant to initiate their background check. 

International Packages 

Checkr defines international background checks as background checks run on candidate’s living and working outside of the United States. 

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, for example attended school internationally, request a package that includes an education verification with out-of-country history enabled. 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 instructions below for how to monitor an applicant’s background check. 

Once your Welcome In App and Checkr accounts are connected, return to ‘My Properties’ and select ‘Applicant’s’. 

1. From within ‘Applicants’, select the ‘three dot selection’ on the property you would like to view. Select ‘Edit Property’. This will bring you to a property overview screen. 
2. Scroll down to ‘Applicants’ and select the Applicant you would like to run a background check on. 
3. Once on the applicant’s profile,, select the option for, ‘Background Check’. 
4. Once selected, select ‘Background Check Reports’. 

5. This will open a module, which will show all of the background check reports run on the applicant. The following information will be available: 
   1. The name of the package ordered, 
   2. The status of the invitation to the candidate, 
   3. The status of the report’s progress and its ETA, and 
   4. The result of the report and its completion timestamp.
6. The module also provides 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. 

An additional way to view a background check’s status is on the applicant’s profile. Under ‘Background Check’ you will see the current background check reports ‘status’. For more details, click into the ‘Background Check’ module and select ‘Background Check Reports’ as instructed above. 

For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center which covers:

• Report layout
• Clear and Consider statuses
• Engage the candidate or begin the adverse action process

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 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
  • 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