Welcome In App / Checkr Integration User Guide 

Welcome to Checkr!

This guide will walk you through the Checkr / WelcomeIn App 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 WelcomeIn App / Checkr integration. Please ensure you have the following before proceeding.

• Admin access to Checkr and WelcomeIn App

Create a Checkr Account

1. If your company does not yet have a Checkr account, one must be created before integrating with WelcomeIn App.
2. Login to your Welcome In App account, as a property owner. 
3. From your Profile, select Background Check. 
4. Once on the Background Check screen, select Authorize Background Checks. 
5. To create an account for use with Welcome In App:
   1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to the WelcomeIn App.
   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 the WelcomeIn App. (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 the WelcomeIn App and you to begin ordering background checks through the WelcomeIn App platform.

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

Once your WelcomeIn 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. 
2. Scroll down to Applicants and select the candidate you would like to run a background check on. 
3. Once on the candidate’s profile, select the option for Background Check. 
4. Once selected, select Request Background Check. 
   
5. This will open a module to invite your candidate to the background check. You will be asked for the following information: 
6. Select a county
7. Select a state
8. Select a city (optional)
9. Select a package
10. Enter email 
11. Once the information is complete, select Submit. 
12. Once submitted, an email is sent to the candidate to complete the background check.

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate's 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. 

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 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 an 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 a candidate’s background check. 

Once your WelcomeIn 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 candidate you would like to run a background check on. 
3. Once on the candidate’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 candidate. 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. Select View Candidate if the invitation has not yet been completed.
7. Select View Report to review the results. For more information on reports and report statuses, see How do I interpret a background report.
   

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