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. 

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 Sense TRM, 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 
• Review A Background Check Status
• 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 Sense TRM, such that Sense TRM users can initiate and view Checkr background checks from within the Sense TRM interface. 

Prerequisites

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

• Access to Sense TRM, with admin rights 

Enable Checkr setup

First, enable Checkr from within Sense TRM. You must have admin access to both Checkr and Sense TRM to complete this process. 

1. Login to Sense TRM and from the top navigation bar, select ‘Settings’. 
2. From the ‘Settings’ page, use to left navigation bar to find ‘General Configuration’ and select ‘Integrations’. 
3. On the ‘Integrations’ page, scroll down to ‘Checkr’. 

4. Click ‘Connect’. 
5. You will be redirected to a Checkr hosted page, which will ask you to Sign Up or Sign In to Checkr. 

• If you are already a Checkr customer, select Sign In to connect your current Checkr account to Sense TRM.
• If you are not a current Checkr customer, select Sign Up to create a Checkr chaccount, and add your billing and credentialing information

6. 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. 
   • 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.

• 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. Please note, this means that Checkr still has to credential your Checkr account, which can take up to 1-3 days. Once credentialed, both you and Sense TRM will be notified. 

Create a Checkr account

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

To create an account for use with Sense TRM:

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 Sense TRM. (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 Sense TRM and you, and you may begin ordering background checks through the Sense TRM 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 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. 

To order a background check with Account Hierarchy and nodes:

• Login to Sense TRM and from the top navigation bar, select ‘Job’s.  The Job’s page will give an overview of all open jobs. Click into the specific job that you would like to add a background check prerequisite for. 
• From the job specific overview page, select ‘About’ from the top navigation bar. From the ‘About’ page, select ‘Hiring Plan’ from the left menu. 
• Within the ‘Hiring Plan’ of each job, Sense TRM has created a ‘Background Check Stage’. To configure the background check details, select ‘Configure’.
• Once on the configuration page, you will be asked to ‘Select a Background Check Platform’. Select ‘Checkr’ from the dropdown.  
• Next, you will need to select the ‘Node’, ‘Package’, ‘Work Location’ that should be defaulted at the job level. Additionally, you’ll be asked to ‘select users to notify upon candidate completing the test’. 
• Click ‘Save’. At the top you should see, ‘Background verification configured successfully!’. Once you see the success message, you can exit out of the configuration page. 

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 Sense TRM and Checkr accounts are connected, you can begin ordering background checks. 

Background checks are set at the ‘Job’ level within Sense TRM within the Job’s Hiring Plan. 

1. Login to Sense TRM and from the top navigation bar, select ‘Job’s. 
2. The Job’s page will give an overview of all open jobs. Click into the specific job that you would like to add a background check prerequisite for. 
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, Sense TRM has created 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’, ‘Work Location’ that should be defaulted at the job level. Additionally, you’ll be asked to ‘select users to notify upon candidates completing the test’. 
8. Click ‘Save’. At the top you should see, ‘Background verification configured successfully!’. Once you see the success message, you can exit out of the configuration page. 

Ordering Process 

1. Once the BGC check settings have been configured at the job level, a user can initiate a background check on a candidate. 
2. On a job specific overview page, select ‘Candidates’ from the top navigation bar.
3. 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. 
4. Under each candidate, you will see the option to select ‘Checkr | Initiate Background Verification’. Click this link. 

5. A window will lightframe titled ‘Initiate Background Check’. Please fill in / confirm the candidates: email,  first name, last name, select country and select state.
6. Once the candidate’s information is complete, select ‘Initiate’. 

7. At the top of the page, upon a successful BGC initiation, you will see the following message: ‘Background verification initiated successfully!’. This means that the candidate has been invited to begin the background check invitation. 
8. Under the candidate profile, a user will be able to see the stage of the BGC report. 

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 they should go to the Checkr dashboard and place the international order. 

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, click on ‘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 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