Welcome to Checkr!

This guide will walk you through the Checkr | Engyj 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 Engyj, 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
• Review A Background Check
• 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 Engyj, such that Engyj users can initiate and view Checkr background checks from within the Engyj interface. 

Prerequisites

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

• Access to Engyj, with admin rights 

Enable Checkr setup

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

1. Login to your Engyj account. 
2. From the left navigation menu, select “Administrative Settings”, then “Preferences” and then select “Company”. 
3. This will bring you to the “Company Settings” page. 
4. In the top right hand corner, select the green box titled, “Connect Checkr”. 

5. This will open a Checkr hosted page where you can select to Sign Up for a new Checkr account (Select: “Set up a Checkr account”)  or you can Sign In to an existing Checkr account (Select Sign in). Please complete your preferred flow. 

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

6. Once you’ve completed the Checkr hosted flow, you will be redirected back to the “Company Settings” page in Engyj. 

• If you choose to Sign In, you will see a new box in the top right corner, titled “Unlink Checkr”. This indicates that your account has been successfully connected and you can select this button at any time to disconnect Engyj and Checkr. 
• If you choose to Sign Up, you will need to wait until your Checkr account has been credentialed to begin running background checks using Checkr. 

Create a Checkr account

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

To create an account for use with Engyj:

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 Engyj. (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 Engyj and you, and you may begin ordering background checks through the Engyj 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 asks you to assign packages to nodes once they are created (optional)  and will then display which node ordered which package on your Checkr invoice. 

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. 

Once your Engyj and Checkr accounts are connected,  navigate (using the left navigation sidebar) to the “Jobs” page. Background checks are defined at the Job level, so find the job you would like to set a background check requirement for and select the pencil icon, labeled “edit”. 

1. From the Job specific page, scroll down to “Checkr Packages” and select “Connect Checkr Package”. 
2. Once clicked, you will be asked to select a “Checkr Node” and “Checkr Package”. 
   1. If you haven’t set up Checkr nodes within your Checkr account, you will only need to select a “Checkr Package”. 
3. Once you’ve selected your preferred node and package for the job, select “Save” at the bottom. 

The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. If you do not see any packages populating, you can assign the appropriate packages to that node in your Checkr dashboard.

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 Engyj and Checkr accounts are connected,  navigate (using the left navigation sidebar) to the “Jobs” page. Background checks are defined at the Job level, so find the job you would like to set a background check requirement for and select the pencil icon, labeled “edit”. 

4. From the Job specific page, scroll down to “Checkr Packages” and select “Connect Checkr Package”. 
5. Once clicked, you will be asked to select a “Checkr Node” and “Checkr Package”. 
   1. If you haven’t set up Checkr nodes within your Checkr account, you will only need to select a “Checkr Package”. 
6. Once you’ve selected your preferred node and package for the job, select “Save” at the bottom. 

Next, you will need to navigate to “Company Settings” and ensure you have selected a location for your business. 

1. From the left navigation menu, select “Administrative Settings”, then “Preferences” and then select “Company”. 
2. This will bring you to the “Company Settings” page. 
3. From within “Company Settings”, select your State from the “State” dropdown menu. 
4. Select “Save” at the bottom of the page. 

Now the settings part is complete and you can run a background check on any applicant for a job that has configured the background check portion. 

1. From the left navigation menu, select “Applicants”. 
2. Once on the Applicants page, you can use the top menu to “Filter By” and select the job. Select “Apply”. This will return all applicants for a specific job. 
3. Select an applicant. 
4. An applicant card will populate. 
5. Select the green button titled, “Start Background Check”. 
6. A module will populate with the following message: “Are you sure to start Background Check for [name of applicant]?”. 
7. Select “Yes” if you wish to initiate the background check.. 
8. This will initiate the background check ordering process and an invitation will be sent to the applicant. 

Review A Background Check

Once the background check has been ordered, the status of the report will be shared in the applicant card. 

1. From the left navigation menu, select “Applicants”. 
2. Once on the Applicants page, you can use the top menu to “Filter By” and select the job. Select “Apply”. This will return all applicants for a specific job. 
3. Select an applicant. 
4. An applicant card will populate. 
5. Navigate to “Checkr Details” within the applicant card for the following statuses: 
   1. Checkr ETA 
   2. Checkr Report Status
   3. Checkr Report Result 
   4. Checkr Adjudication Status 
   5. Link to Checkr dashboard 

Once the report status is  Complete, you are able to click on the report link 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. 

Resubmit A Background Check

The platform hosts a “Start Background Check” button on the applicant profile. Once a background check has been initiated, this button goes away and all report details can be found in the “Checkr Details” portion of the applicant card. 

If there’s an issue with the background check and an error is returned, Engyj will re-enable the “Start Background Check” button on the applicant card and a user can re-initiate another background check. 

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