MyChurchCloud / Checkr Integration User Guide

Welcome to Checkr!

This guide will walk you through the Checkr / MyChurchCloud integration process, and outline how to use the Checkr dashboard for the background check process. 

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• Getting started
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• Checkr’s Candidate Experience
• Review Background Check Status
• Resubmit A Background Check
• Use the Checkr Dashboard

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Getting started

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

• Admin access to both Checkr and MyChurchCloud 

1. Login to your MyChurchCloud account. 
2. From the top navigation menu, select the Tools drop down menu. 
3. Within Tools select Integrations. 
4. Select Checkr. This will bring you to a Checkr specific page. 
5. Click Connect. 

Create a Checkr account

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

To create an account for use with MyChurchCloud:

1. If you are already a Checkr customer, select Sign In to connect your current Checkr account to MyChurchCloud.
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 MyChurchCloud. (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 MyChurchCloud and you to begin ordering background checks through the MyChurchCloud 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 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 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.

The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. 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 your MyChurchCloud account. 
2. From the left hand side navigation menu, select My Contacts
3. Find the contact you’re looking for, within Actions, select the magnifying glass icon. 
4. From the contact details, click the three dot icon. From the dropdown, select Background Check.
5. From the left hand square, select Run Background Check. 
6. Select Click here to begin. 
7. Select Create Candidate. 
   1. Upon successful creation of a candidate, you’ll see: Success! Candidate Created in Checkr! Select Ok. 
8. Within the Start background check form, the contact’s name, email, phone number, candidate ID will pre-populate. Under Begin Background Check’ submit the contact’s email address and choose a node (if applicable). 
9. Once the email and node (if applicable) are filled out, you’ll be asked to select a child node (if applicable), a package and a state. 
10. Once complete, select Send Invitation.

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.

Review Background Check Status

Once the background check has been ordered, please follow these steps to review background check statuses for your contacts. 

1. Login to your MyChurchCloud account. 
2. From the left hand side navigation menu, select My Contacts
3. Find the contact you’re looking for and within Actions, select the magnifying glass icon. 
4. From the Contact Details, click the three dot icon. From the dropdown, select Background Check.
5. Under Background Checks Complete you’ll see the report status. 
6. For background checks that are in a pending status, you’ll be able to view the following information: 
   1. Name of contact
   2. Package 
   3. Report ID
   4. Status
   5. Estimated Complete Date 
   6. Action
7. For background checks completed, you'll be able to view the following information:  
   1. Name of contact
   2. Report ID
   3. Status 
   4. Result 
   5. Action with a magnifying glass icon. 
8. Select the magnifying glass icon, to view background check report details: 
   1. Contact Name
   2. Contact Email
   3. Report ID
   4. Candidate ID
   5. Created At
   6. Completed At
   7. Expires At
   8. Status
   9. Includes Canceled
   10. + all the individual screenings and their statuses. 
9. Select the magnifying glass on the left of the background screening to view additional details:
   1. Screening type
   2. status
   3. cancellation reason (if applicable)
   4. cancellation description (if applicable) 
   5. Report ID 
   6. Cancellation Description.
10. Once the background check is complete, select Report ID to review the details within the Checkr dashboard. For more information on reports and report statuses, see How do I interpret a background report.

Resubmit A Background Check

If a background check has expired, you can order a new background check.

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