Sense TRM / Checkr Integration User Guide

Welcome to Checkr!

This guide will walk you through the Checkr / Sense TRM 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
• Review A Background Check Status
• Use the Checkr Dashboard

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Before starting

The following items are required to initiate Sense TRM / Checkr integration.

• Admin access to both Checkr and Sense TRM to complete this process. 

Create a Checkr account

1. Login to Sense TRM and from the top navigation bar, select Settings. 
2. From the Settings page, use the left navigation bar to find General Configuration and select Integrations. 
3. On the Integrations page, scroll down to Checkr. 
4. Select Connect. 
5. If your company does not yet have a Checkr account, one must be created before integrating with Sense TRM.
6. To create an account for use with Sense TRM:

   

   1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to Sense TRM.
   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 Sense TRM. (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 Sense TRM and you to begin ordering background checks through the Sense TRM platform.
7. Once you have completed the connection flow, you will be redirected back to the Integrations page and you will see the status of your connection. 
8. If you Signed In to an existing Checkr account, you will see a green check mark and Connected. You can now begin ordering background checks via Sense TRM.
9. If you Signed Up for a new Checkr account, you will see a connected status with an additional flag that your account is not yet authorized to run background checks. 

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 recommends you assign packages to nodes once they are created, and will then display which node ordered which package on your Checkr invoice. While recommended, assigning packages to nodes is not required. If no packages are assigned to nodes, the nodes will reflect all packages for ordering. 

Each time you configure a background at the job level within Sense TRM,  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.

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

To order a background check:

1. Login to Sense TRM, and from the top navigation bar, select Jobs. 
2. The Jobs page will give an overview of all open jobs. Select the job to add a background check. 
3. From the job-specific overview page, select About from the top navigation bar. 
4. From the About page, select Hiring Plan from the left menu. 
5. Within the Hiring Plan of each job, create a Background Check Stage. To configure the background check details, select Configure.
6. Once on the configuration page, you will be asked to Select a Background Check Platform. Select Checkr from the dropdown.  
7. Next, you will need to select the Node, Package, and Work Location that should be defaulted at the job level. Additionally, Select users to notify upon candidates completing the test. 
8. Select Save. At the top, you should see, Background verification configured successfully! Once you see the success message, you can exit from the configuration page. 
9. Once the background check settings have been configured at the job level, a user can initiate a background check on a candidate. 
10. On a job-specific overview page, select Candidates from the top navigation bar.
11. This will bring you to an overview page of all candidates and where they’re at in the process. Select In Progress from the top navigation bar. 
12. Under each candidate, select Checkr | Initiate Background Verification.
13. A window will light-frame titled Initiate Background Check. Please fill in / confirm the candidates: email, first name, last name, select country, and state.
14. Once the candidate’s information is complete, select Initiate. 
15. At the top of the page, upon a successful background check initiation, you’ll see the following message: Background verification initiated successfully! when the candidate has been invited to begin the background check invitation. 
16. Under the candidate profile, a user will be able to see the stage of the background check report. 

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.

International Packages 

• Please note, Sense TRM works with US background checks only and the platform will not show other countries in their work location selection. 
• Customers can order international background checks outside of the Sense TRM / Checkr integration by using the Checkr dashboard. 
• When configuring a background check prerequisite, Sense TRM will return all packages for selection, which may result in a customer’s international packages showing in the dropdown selection. 
• If a customer tries to select an international package, the customer will see an error. The error message will let the customer know that an international report can't be ordered.

Review A Background Check Status

Once the background check has been ordered, the status of the report will be listed in the Sense TRM candidate view within a specific job. To navigate to this view to review a candidate’s background check, please follow the steps below. 

1. On a job-specific overview page, select Candidates from the top navigation bar.
2. This will bring you to an overview page of all candidates and where they’re at in the process. Select In Progress from the top navigation bar. 
3. Under each candidate, if the job requires a background check, there will be a stage labeled 2. Background Check Stage. If a background check has been initiated, this label will include the following details. 
   1. Background check status, background check result, background check result ETA and a link to the Checkr dashboard. 

4.  Once the status reads Complete, select View Status in Check to open the report in the Checkr Dashboard, and review details. 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
• Begin the adverse action process
• Checkr settings 
  • New and existing user management