Welcome to Checkr!

This guide will walk you through the Checkr | POINT 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 POINT,  submit a request to contact us.

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• Prerequisites
• Enable Checkr setup
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• Review A Background Check
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Checkr Resources 
• POINT Resources

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This guide describes how to set up Checkr to use within POINT, such that POINT users can initiate and view Checkr background checks from within the POINT interface. 

Prerequisites

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

• Access to POINT (Pro Subscription), with admin or owner rights 

Enable Checkr setup

To enable Checkr from within POINT, please follow the steps below. 

Step 1: In your nonprofit admin dashboard, select "Organization" in the left hand side menu

Step 2: Select "Integrations" in the drop down menu 

Step 3: Select the Checkr Integration option on the Integrations page

Step 4: Next, you have the option to "Create a new Checkr Account" or "Connect an existing Checkr Account" 

• If you are already a Checkr customer, select “Connect an existing Checkr Account” >> “Sign In”  to connect your current Checkr account to POINT. 
• If you are not a current Checkr customer, select “Create a new Checkr Account” >> “Sign Up” to create a Checkr account, and add your billing and credentialing information. 

Step 5: After successfully signing up or signing in to Checkr,  you will be redirected back to POINT to configure the integration. 

Create a Checkr account

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

To create an account for use with POINT: 

1. Click Sign Up when prompted.
2. Enter your name and company contact information, and click Continue.

4. Enter payment information. Invoices for background checks will come directly from Checkr, and not from POINT. (Payment information may be edited on the Checkr dashboard after the account has been created.)
5. 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.
6. Click Continue to submit your information to Checkr for review. Once the credentialing process is complete, Checkr will notify both POINT and you, and you may begin ordering background checks through the POINT platform. 
7. 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 allows 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 set up an event and configure the event’s background check settings, you will be asked to select a node to order the check from, and then select from a pre-populated list of packages available to that node.  The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. 

Or, you can set up a default node and background check package for all checks run through POINT. See how here! 

Invoices will show the background checks ordered by each node within 2 billing cycles after setup.  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

Currently, background checks are tied to event registration. As an admin, you’re able to require a screening for a volunteer before they volunteer and then approve that volunteer’s event registration after the background has been completed. 

Step 1: Make sure you have created a Checkr account and connected it to your POINT account.Step 2: If you're planning on requiring background checks for most of your volunteer opportunities, save admin time by setting a default background check requirement for future events you create. Step 3: Set an auto-expiration for your organization's background checks, if applicable for your organization. Each nonprofit has their own decision making process for background check reviews. Each nonprofit can decide what it means to "Pass" a background check and how long that background check is good for.

Step 4: Now you're all set up. To start running background checks, create an event you want to require a screening for. Select "Volunteer" in the admin left hand side menu. Next, select "Manage Events" from the submenu. Then, once on the Manage Events page select "Create Event" in the upper right hand corner of the screen.
Step 5: Since background checks can differ at the shift level (giving the most flexibility to nonprofits) you'll find the toggle to turn on the background check requirement in the "When" section of the Create Event page. Turn the Toggle next to "Background Check Required" on. 

Step 6: Next, make sure that the background check package you wish to require is correct. If you have a default package selected, it will automatically populate though you are able to change the selection here if needed. 

• Note: Currently, an admin is unable to request a background check for a specific volunteer outside of event or shift registration. However, our team is working on this feature.
• Tip: If you wish to block event registration a few days before an event starts, so that there is time for all of the background checks to be completed, follow the steps to set a deadline to register.
• Tip: If you wish to require background checks on some shifts rather than others, or even to check two different background check requirements for different shifts, this is possible. Just select "Add Shift" and you'll be able to require and select the background check package at the shift level. 

Step 7: Once your event is published, volunteers are required to start the background check process. You can check the status of your volunteers background checks in several locations including the Event Details Volunteer List, shown below: 

• Note: Volunteers' background check reports are not stored in POINT, they are only stored in Checkr. However, POINT stores the status of the screening. If you'd like to view a volunteer candidate's background check you can go directly to your Checkr account and search for the volunteer by name. Or you can find the quick links to a volunteer's Checkr profile and report in POINT. 

Step 8: Make sure that once your organization sees there is a completed background check that you complete the adjudication process in Checkr. As an admin, you must manually approve a volunteer's registration by changing their registration from "Pending" to "Signed Up" in the Event Details Volunteer List. 

• Note: Completed does not mean a volunteer has "passed" a background check screening. "Completed" simply means that the screening process has been completed. If a check has been completed, the nonprofit admin must approve the volunteer for an opportunity or event. See all the Background Check Status Types below. 
• Note: To understand the background check process for volunteers, read this article. 

Review A Background Check

Volunteer's background check reports are not stored in POINT, they are only stored in Checkr. However, POINT stores the status of the screening.

If you'd like to view a volunteer candidate's background check you can go directly to your Checkr account and search for the volunteer by name. Or you can find the quick links to a volunteer's Checkr Profile in POINT. 

Where to find quick links to a volunteer's background check screening in POINT:
1. Volunteer Profile: Navigate to a volunteers profile from the "People" option in the left hand side menu or click on a volunteers photo thumbnail on pages like "Event CheckIn". In each volunteer profile there is a Tab labeled "Background Checks". There, the statuses of the background checks they have undergone specific to your organization will be listed. If available, a link to their background check will be listed there. 

2. Background Check Page: Navigate to "People", then select "Background Checks" in the sub menu. This will show a list of all the screenings underway for your organization. If available, a link to a volunteer's background check in Checkr will be listed there for easy access.
3. Checkr Integration Page:  Navigate to "Organization", Select "Integrations" in the submenu, then select "Checkr" amongst the integration options. If your Checkr account is setup and connected, you'll see a button labeled "View my Background Checks". This will also take you to the background check page noted 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

Checkr Resources 

For a quick overview of the Checkr Dashboard, please see Getting started with Checkr

POINT Resources

Integrations Help Center: Background Checks

• How background checks work on POINT

• How do I access a volunteer background check report?

• How do I set an expiration length for background checks?

• How do I run a volunteer background check?

• How do I approve a volunteer for an event after a background check?

• How do I connect Checkr and POINT to start background check screenings?

• Background Check Packages

• How do I set a default background check package for our organization?

• Can I order a volunteer background check directly, instead of through event registration?

• Can a nonprofit create a custom background check package?

• How do volunteers pay for their own background checks?

• How do I find the status of my background check?

• Why do I need to take another background check on POINT?

• How do I complete a background check?

• Who has access to my background check report?

• How do I know I'm approved to volunteer after a background check?

• How do I find my background check report?