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. 

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 MyChurchCloud,, 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 
• Account Hierarchy
• Order Background Checks
• Manual Ordering 
• Account Hierarchy
• Review 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 MyChurchCloud, such that MyChurchCloud users can initiate and view Checkr background checks from within the MyChurchCloud interface. 

Prerequisites

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

• Access to MyChurchCloud, with admin rights

Enable Checkr setup

First, enable Checkr from within MyChurchCloud. You must have admin access to both Checkr and MyChurchCloud to complete this process, unless you’re creating a brand new Checkr account. 

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’. This will redirect you to a Checkr hosted page for you to either Sign In or Sign Up. 

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

6. Upon successful sign in / sign up, you will be redirected back to the Checkr page within MyChurchCloud. 
   1. If you choose to Sign Up for Checkr, you will need to wait 1-2 days for your account to be credentialed before you can begin running background checks. You and MyChurchCloud will be notified once your account has been credentialed. 
   2. If you choose to Sign In to an existing account, you will see a ‘You are Connected!’ icon and can begin running background checks within MyChurchCloud. 

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

Manual Ordering 

Once your MyChurchCloud and Checkr accounts are connected, please follow these steps to begin ordering background checks. 

1. Login to your MyChurchCloud account. 
2. From the left hand side navigation menu, select ‘My Contacts’ from the menu. This will bring you to a full list of your organization’s contacts. 
3. Find the contact you’re looking for and within ‘Actions’, select the ‘magnifying glass’ icon. 
4. This will bring to a contact specific page. From the Contact Details, click the three dot icon. From the dropdown, select ‘Background Check’.
5. This will bring you to a background check page for the contact. From the left hand square, you will see ‘Checkr’ and a button labeled  ‘Run Background Check’. Select ‘Run Background Check’. 
6. If no background checks have been initiated for the contact, you will see the following message: ‘No background checks available for [contact]. Click here to begin’. Select ‘Click here to begin’. 
   1. This will open a new form. The form will populate with contact information. Go ahead and select ‘Create Candidate’. 
   2. Upon successful creation of a candidate, you will see the following message: ‘Success! Candidate Created in Checkr!’. Select ‘Ok’ to close this message. 
7. On the same page, a form will appear titled ‘Start Background Check’. 
8. Within the background check form, the contact’s name, email, phone number, candidate ID will pre-populate. Under ‘Begin Background Check’, you will need to enter: the contact’s email address and choose a node (if applicable)  (see Account Hierarchy section if you’re not familiar with ‘Nodes’). 
9. Once email and node (if applicable) are filled out, you will be asked to select a child node (if applicable), a package and a state. 
10. Once complete, select ‘Send Invitation’.
11. This has now initiated the background check for your contact and an invitation email has been sent for the contact to fill out and submit. 

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.

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’ from the menu. This will bring you to a full list of your organization’s contacts. 
3. Find the contact you’re looking for and within ‘Actions’, select the ‘magnifying glass’ icon. 
4. This will bring to a contact specific page. From the Contact Details, click the three dot icon. From the dropdown, select ‘Background Check’.
5. This will bring you to a background check page for the contact.
6. Under ‘Background Checks Complete’, you can monitor all background checks that have been initiated and / or completed for your contact. 
7. Background checks that are pending will be separated from background checks that have been completed. For background checks that are in a pending status, you will be able to view the following information: 
   1. Name of contact
   2. Package 
   3. Report ID
   4. Status
   5. Estimated Complete Date 
   6. Action
8. For background checks completed: , you will be able to view the following information:  
   1. Name of contact
   2. Report ID, which hyperlinks you to your Checkr dashboard to view the report in full. 
   3. Status 
   4. Result 
   5. Action with a magnifying glass icon. 
9. If you select the magnifying glass icon, you will be brought to a detailed page of the background check report. This page will detail: 
   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. 
10. At the screening left, there may be a magnifying glass icon. If you wish to view details on the individual screening, select this icon. 
    1. At the screening level, you’re able to view: Screening type, status, cancellation reason (if applicable), cancellation description (if applicable) Report ID and Cancellation Description. 

Once a background check is Complete, you can click on the Report ID at any time, and this will  open the report in the Checkr Dashboard so you can review the full 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. 

Resubmit A Background Check
MyChurchCloud supports the ordering of multiple background checks for a single contact within their platform. This can come in handy if an invitation has expired and you need to resend a new invitation or if a contact needs to simply have another background check on them. The ordering process remains the same and is reiterated below. 

1. Login to your MyChurchCloud account. 
2. From the left hand side navigation menu, select ‘My Contacts’ from the menu. This will bring you to a full list of your organization’s contacts. 
3. Find the contact you’re looking for and within ‘Actions’, select the ‘magnifying glass’ icon. 
4. This will bring to a contact specific page. From the Contact Details, click the three dot icon. From the dropdown, select ‘Background Check’. 
5. This will bring you to a background check page for the contact. From the left hand square, you will see ‘Checkr’ and a button label ‘Run Background Check’. Select ‘Run Background Check’. 
6. On the same page, a form will appear titled ‘Start Background Check’. 
7. Within the background check form, the contact’s name, email, phone number, candidate ID will pre-populate. Under ‘Begin Background Check’, you will need to enter: the contact’s email address and choose a node (if applicable)  (see Account Hierarchy section if you’re not familiar with ‘Nodes’). 
8. Once email and node (if applicable) are filled out, you will be asked to select a child node (if applicable), a package and a state. 
9. Once complete, select ‘Send Invitation’.
10. This has now initiated the background check for your contact and an invitation email has been sent for the contact to fill out and submit. 

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